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Is there a way to expose a jira issue custom field in Advanced Roadmaps?

Sam July 11, 2023

At Advanced Roadmaps plan, I wanted to expose a field from our jira issue, which is a custom field.  I don't seem to be able to find it in the field search.

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Tim Perrault
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July 11, 2023

Hi @Sam 

 

Go to your plans settings and then add the custom field you want in the custom field section under source data. Then back on your plan page, click on the fields drop down and add the custom field you want.

Sam July 11, 2023

I know Adv Roadmaps has its own Custom Field capability, but I thought it is layered and kept separately from the jira issues custom fields.  Is it not?

Daniel Capizzi
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
July 11, 2023

Hi @Sam - Advanced Roadmaps has the ability to show custom fields that have been set up in Jira, but it doesn't have a separate set of custom fields to the Jira issue custom fields.

You can take a look at our documentation for viewing custom fields in Advanced Roadmaps for more info on getting them displayed.

Something to note is that Advanced Roadmaps only supports the following custom field types and any others are unfortunately not possible to show in your plan:

  • team

  • checkbox

  • date picker

  • user picker (single user)

  • number

  • radio button

  • single-choice select

  • multiple-choice select

  • single-line text

  • URL (read-only)

Cheers,

Daniel

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Sam July 11, 2023

To prefix, I am trying this on Data Center v9.x.

In my project, I have some custom fields already defined in the jira issues, e.g. "Planned Effort".

In the plan, I clicked on "Fields" to try to find it for display.  Typing in the search box, nothing matches.

Do I need to add a new custom field in Plans when my jira issue already has that custom field?

Daniel Capizzi
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
July 11, 2023

That's correct - by default Advanced Roadmaps doesn't get to see the custom fields that you've created on your issues, so you'll need to go into the configuration and "add" them.

To clarify, this doesn't create a new custom field for your issue, it just makes the existing field you've created visible in Advanced Roadmaps.

Thanks for the heads up you're on Data Center! The process should look very similar, but I've included a few steps below to hopefully make it a bit easier. Let me know if you run into any problems and I'd be happy to try and help out.


1. Open your plan configuration

Screenshot 2023-07-12 at 1.07.57 pm.png

2. Navigate to "Add custom field"

Screenshot 2023-07-12 at 1.09.00 pm.png

3. Select your custom field and add it

Screenshot 2023-07-12 at 1.12.52 pm.png

4. From here you can add your custom field to the fields on your timeline

Screenshot 2023-07-12 at 1.15.00 pm.png

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Sam July 12, 2023

Thanks for the detailed description, I will try that.

What kind of roles/permissions would I need to be able to add custom fields in the plan?  Project Admin, etc.?

Daniel Capizzi
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
July 12, 2023

No problem at all!

Advanced Roadmaps has it's own permission system that makes use of the Jira user groups so it's hard to say exactly which role you need without knowing how that's set up on your instance, but as long as you have the ability to view, edit and create a plan you should be able to go through these steps.

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Sam July 13, 2023

ok. understood.

If my plan is using days instead of Story points, is the "Estimates" column stored only in ARM or it is actually stored/coming from the jira issue itself?

Sam July 14, 2023

@Daniel Capizzi , any insight on the "Estimates" field in ARM?

Tim Perrault
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July 14, 2023

@Sam 

 

You will see the estimates field on the issue. If you change the estimate on the board you will see it reflected on the ticket and vice versa.

Sam July 14, 2023

Now, I have to look for the "Estimates" field in my project issues.

Tim Perrault
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July 14, 2023

@Sam 

 

So you will need to look for the "Time Tracking" field.

Sam July 14, 2023

Ok, I will request to make that field visible in my project then.  

I appreciate your responses, is there a documentation that actually describes that mapping so that I can be knowledgeable about how to use ARM?

Tim Perrault
Rising Star
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Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
July 14, 2023

So the best I can offer you in terms of documentation without going out to search for it specifically would be to start here and then take a look at the tutorials 

 

There is also a course on atlassian university, but keep in mind this is not free. Maybe your company will foot the bill as it seems pretty reasonable :) . 

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