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how do I create a process to manage a field referenced by other processes?

john_randall_fepoc_com
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March 24, 2021

I need to create a custom field that, for example, will contain a list of roles for employees.  any people manager will pick from this list.

HR needs to manage this list.  They need to be able to add to it set start and end dates for use or availability of any given value.  They may even have a secondary field with a description of the role.

I've done this in other tools.  How do I do it in Jira Software or Jira Service Managment?

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Julie d_Antin _Elements_
Atlassian Partner
March 24, 2021

Hi, this is something you could manage with Elements Connect.

Elements Connect helps you populate custom field options from data sources. This could be a CSV file HR manages, or other records in a database or tool like Salesforce/Hubspot/etc. You can even fetch data from your Jira database. You could do something like set up a Project where HR create issues and the summaries are used as options for the custom field.

If you need a secondary field to display additional information based on the selection in a first custom field, this is possible too with Elements Connect because dependent fields are possible.

If you want to give the app a try, you can set up your first custom field by following our 15 minute Getting Started guide.

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