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Show change requests on the change calendar

The features described in this article are available for service projects using the IT service management template. Learn more about the IT service management template.

Change requests appear on the change calendar based on the data in four fields.

These fields may have different names depending on when you created your service project, or if your Jira admin has renamed them. Two of the fields refer to when the change is ‘planned’ to start and end, and the other two refer to the ‘actual’ date and time the change started and ended.

  1. Planned start or Planned start date – when the change request is planned to start.

  2. Planned end or Planned end date – when the change request is planned to finish.

  3. Actual start or Change start date – the actual date and time the change started.

  4. Actual end or Change completion date – the actual date and time the change ended.

To make sure your change requests appear in the calendar, you’ll need to add all four fields to your change request screens, make sure they’re showing on the screens, and then fill them out for each change request.

1. Add the date fields to your change request screens

You need to be a Jira admin to add custom fields to screens.

  1. From your service project, go to Project settings > Screens.

  2. Select [Your project key] Jira Service Management: Change Management Screen Scheme.

  3. Select the screen name that appears next to Create issue.

  4. Check to see if all four fields appear in the list. If any are missing, use the dropdown at the bottom of the page to select each missing field and add it to the screen.

  5. Select the back button on your browser to return to the Screens page.

  6. Repeat steps 2–4 for the screen names that appear next to Edit issue and View issue.

2. Make sure the date fields are showing on your change request screens

If any of the four date fields are missing the Date Time Range picker search template, you’ll need to go and add it.

You need to be a Jira admin to add a search template to a custom field.

Learn how to add a search template to a custom field.

3. Make sure the date fields are showing on your change request screens

If any of the four date fields have been hidden from any screens, you’ll need to show them.

You need to be a Jira admin to show the date fields.

  1. From your service project, go to Project settings > Issue types.

  2. Next to [System] Change, select Jira Service Desk Field Configuration for Project [Your project key] link.

  3. Select Show next to all four fields to show them on all associated screens in this field configuration.

4. Fill out the date fields on each change request

  1. From your service project, find the change request that you want to show on the change calendar.

  2. Enter dates and times in the ‘planned’ fields, the ‘actual’ fields, or all four.

If all four fields are filled out, the change request will show on the calendar based on the data in the ‘actual’ fields.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Jun 11, 2021
Cached at 10:27 PM on Jun 11, 2021 |

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