Manage Hierarchies

The Manage Hierarchies page is used to manage and configure Hierarchies in a centralized way.

Beginning with the 2.8.1 Smart Issue Templates version the ‘Manage Hierarchies’ page was improved and the number of scrollbars was reduced from 4 to 1.

You can use filtering and sorting for the hierarchies on the Manage Hierarchies page.

Manage Hierarchies page is divided into two parts:

On the left side, there’s a list of all the available Hierarchies along with the sorting options at the top and pagination at the bottom

The hierarchies can be sorted by Name, Owner, Created date, Update Author, Updated date.

On the right side, there’s a detailed information regarding a selected Hierarchy: its name, description, tags, owners, action buttons and a set of issues to be created upon Hierarchy apply.

In case of some errors in the hierarchy, they will be shown with red in the right page side.

The Nodes section of the hierarchy

Column name	Description	Image
Link	Link dialog consists of two sections. The Issue links shows the links with already existing Jira issues. The Node links displays the connections with the nodes in the current hierarchy.
Node	Displays the issue key in the current hierarchy. After clicking it you can view the current issue. After the hierarchy apply this key is changed to the project key.
Summary	Shows the Summary of the future issue. After clicking it you will be able to view this issue and the data placed in the fields.
Project	Displays the project selected for the current node. After clicking it you can make the Temporary Changes of the project in the following hierarchy.
Issue Type	Is not active and can be edited temporarily by clicking the Node key or the Node Summary.
Assignee	Displays the value that will be applied as the Assignee. You can select the username for this field while the Hierarchy creating.
Dynamic Reporter	This field is checked by default. It can be set in the project settings.
Active	It is checked by default. If the issue is not checked it will not be applied. Read more about setting the Active Nodes via link.
Exclude Node	It is unchecked by default. Read more about the Exclude Node function via link.
Checklists	Shows the checklists added for the current node. Read more about this functionality via link.
Set Issue	Available only for the issues that have the child issues. It allows you to select a specific issue of the same issue type from the list of already created issues and create the child issues for it clicking the Apply button. This is the temporary change and after the first hierarchy apply it will not be saved. Read more about this function via link.

The following actions, depending on your Smart Issue Templates Permissions for Hierarchies, can be available for a particular Hierarchy:

Starting from the 1.12.0 Smart Issue Templates version and above hierarchies can have multiple owners. To be able to add the user into the Owners field you should have the Browse Users Jira permission granted.

Detailed and List Views for Manage Hierarchies Page

To change the Manage Hierarchies page view click the button and select one. By default the Detailed view is selected.

Detailed View:

List View:

The List view can make your navigation and management through all your Hierarchies easier.

You can use the list view to quickly Copy, Edit, Delete, or Open the Hierarchy View tab. To open the Hierarchy view page click the hierarchy name.

You can use Filtering and Sorting as well.

For any questions or feature requests contact us via the Customer Portal

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