We're updating our terminology in Jira

'Issue' is changing to 'work item'. You might notice some inconsistencies while this big change takes place.

Use the work item collector

This page is for company-managed projects

To check whether your project is team-managed or company-managed, select more actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, you’ll be able to view whether your project is team-managed or company-managed.

More about the difference between company-managed and team-managed projects.

What is a work item collector?

The work item collector is only available in company-managed projects. It’s not available in team-managed projects.

The work item collector allows you to easily embed a Jira feedback form into your own website. This form is typically accessed by clicking a 'trigger' tab exposed along the edge of pages in your website.

When used by people visiting your website click this trigger tab and submit the resulting Jira feedback form, a work item is conveniently created in Jira.

Web サイトの訪問者は Jira フィードバックフォームを使用するために Jira のログインアカウントを持っている必要はありません。

始める前に: Jira 管理者グローバル権限を持つユーザーとしてログインする必要があります。

Access Jira's work item collectors

In Jira applications, work item collectors are configured (and hence organized) on a per-project basis.

To access all work item collectors configured in Jira

  1. Choose Settings () > System.

  2. Select Work item collectors to open the page, which shows a list of all existing work item collectors in your Jira system.

  3. Click the name of a project to access a more detailed list of work item collectors belonging to that project or click the name of a collector to access detailed information about it. On the work item collector page (containing detailed information), you can access:

  • An activity graph, showing the number of work items created via this collector (Y-axis) on a daily basis (X-axis).

  • A list of recent work item in reverse chronological order, which have been created via this collector.

To access work item collectors belonging to a specific project

  1. Next to your project's name in the sidebar, select more actions (•••), then Project settings.

  2. Select Work item collectors from the sidebar

  3. Click the name of a work item collector to access detailed information about it — in particular, its recent activity and details on how to embed the collector into your website.

Add a work item collector to a project

  1. Next to your project's name in the sidebar, select more actions (•••), then Project settings.

  2. Select Work item collectors from the sidebar

  3. Click the Add work item collector button.

  4. In the top section of the page, specify the following:

名前

Specify the name of the work item collector, as you want it to appear throughout the Jira user interface.

説明

Specify a description for the work item collector. This description will appear adjacent to the name of your collector, throughout the Jira user interface.

Work type

Select the type of work item that you want created in Jira when visitors to your website submit your work item collector's Jira feedback form.

Work item reporter

Specify the username that will be the default reporter of Jira work items created when visitors to your website submit your work item collector's Jira feedback form.

報告者と一致

以下のいずれかを選択します。

  • Always use work item reporter — select this option to ensure that the default work item reporter you specify above will always be the reporter of work items created by submission of the Jira feedback form on your website.

  • Attempt to match submitter email address — select this option if you want the reporter of a work item created by submission of the Jira feedback form on your web site, to be a Jira user whose email address matches the email address specified in the email field of the Jira feedback form.

If the Jira user does not have the Create work items project permission in your Jira project, the default reporter you specify above will be used as the reporter of the created work item.

ブラウザ情報の収集

Select this option to collect meta-information about your browser's statistics, which will be incorporated into work items created by submission of the Jira feedback form on your website.

5. In the middle section of the Add work item collector page (entitled 'Trigger'), specify the following:

テキストのトリガー

Web サイトのトリガータブに表示される短い簡潔なフレーズを指定します。

スタイルのトリガー

Web サイトで表示するトリガー タブのスタイルを選択します。"カスタム" はトリガーを表示しませんが、生成されたスクリプトに Javascript を追加します。そのため、Web ページ上でカスタム トリガーを作成できます。

6. In the lower section of the Add work item collector page (entitled 'Work Item Collector Form'), specify the following:

テンプレート

Choose from the options provided. Typically, your choice would reflect the type of work item being created (i.e. chosen above). You can choose:

  • Jira フィードバックフォーム用の事前定義されたテンプレート — 「フィードバックの送信」または「バグの報告」。

  • カスタムはカスタムの Jira フィードバック フォームを作成します。ダイアログ ボックス上で独自の用語を指定、フォーム上の他のフィールドを追加または削除、フォーム内の位置を変更できます。

    • Please note that if a field is required for the chosen work type but that field has:

      • 既定値が指定されていない場合。フィールドはフォーム上に自動的に表示されます。フォーム上でこのフィールドの位置を変更できが、削除することはできません。

      • A default value but the field is not added to the form, then the field's default value is used when a work item is created via the work item collector.

    • 一部のフィールドは匿名ユーザーに表示できないため、すべてのタイプのフィールドをフォームに追加することはできません。表示可能なフィールドは次のとおりです。

      • 標準フィールド: サマリー、説明、コンポーネント、影響を受けるバージョン、環境、優先度、添付ファイル

      • カスタムフィールドタイプ: 日付と時刻、ラジオボタン、複数チェックボックス、マルチ選択、数字、選択リスト、URL フィールド、バージョンピッカー、カスケーディング選択、プロジェクトピッカー、単一バージョンピッカー、テキストフィールド、自由テキストフィールド

メッセージ

ダイアログボックスの一番上の青い「情報」ペインに表示されるメッセージを入力します。

7. [送信] ボタンをクリックして変更を保存します。

Embedding a work item collector into your website

After clicking the Submit button to save your new work item collector, a page containing code snippets is displayed. Use the code and information provided to embed your new work item collector into your website.

If you accidentally click away from this page, you can easily retrieve the information that was on it by accessing your work item collector's details (above) and scrolling to the end of the page.

Edit a work item collector

Editing a work item collector should not require any changes to web pages that include the work item collector, unless you change the trigger style to or from a custom trigger. Changing the trigger style to or from a custom trigger will change the generated javascript, so you may need to change what you embed in any web page that includes the work item collector.

  1. プロジェクト管理者または Jira 管理者グローバル権限を持つユーザーとして Jira にログインします。

  2. Access the relevant project's list of work item collectors (above).

  3. In the Operation drop-down for the work item collector you would like to edit, select Edit.

  4. Update the work item collector, as desired.

  5. 更新をクリックして変更を保存します。

Copy a work item collector

Copying a work item collector will create an entirely new collector and will not affect any existing collectors. You will need to embed it in whatever web pages you would like, just as if you had created a new collector.

  1. プロジェクト管理者または Jira 管理者グローバル権限を持つユーザーとして Jira にログインします。

  2. Access the relevant project's list of work item collectors (above).

  3. In the Operation drop-down for the work item collector you would like to copy, select Copy.

  4. All the information from the copied work item collector will be the same as the copied collector, with the exception of the name (which will be "Copy of " + the original name of the copied work item collector.)

  5. Update the work item collector, as desired.

  6. [送信] をクリックして変更を保存します。

Disable or delete a work item collector

  1. Access the relevant project's list of work item collectors (above).

  2. On the list of the project's work item collectors, click Disable or Delete to respectively disable or delete the associated collector.

While a work item collector is disabled, its trigger tabs will still be visible on pages of your website(s) to which the work item collector code has been added until a user refreshes the page. However, clicking these triggers results in a message indicating that the collector is currently out of action.

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