How to use the Configuration Wizard
The Configuration Wizard process is the same for both Advanced Database Row Fields and Advanced Database Table Fields.
The Configuration Wizard provides the fastest way to set up your Advanced Database Fields through a guided, five-step process without the need for manual scripting. It automatically generates the necessary configurations and scripts, so your new database field is ready to use in Jira immediately upon completion.
To access the Configuration Wizard:
Open the custom field configuration page through the Edit Field data settings link.
In the Configuration Wizard section, click Use the Wizard.
Here’s what the Configuration Wizard does:
Guides you through field type selection based on your use case.
Connects your field to the appropriate data source.
Helps you select the right database table and columns.
Automatically generates basic scripts and configurations.
Creates a fully functional field ready for immediate use.
Let's walk through each step of the process.
Step 1: Choose the field type
On the Choose field's type screen that opens when you start the Configuration Wizard, choose from the available options.
The Advanced Row Field offers two main configuration options based on your requirements:
Readonly fields | Readonly fields support basic value selection and are ideal for displaying reference data from your database. They have one important constraint: the configuration requires exactly two columns—a primary key and a display value column. Readonly fields come in three display options:
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Editable fields | Editable fields provide the most flexibility and functionality:
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Click Next.
Step 2: Select the data source
On this step, you can select only from previously configured data sources. For more information on configuring a data source, go to the Configuring data sources guide.
On the Choose the data source screen, choose your SQL data source from the available options:
Click Next to proceed to the next step.
Step 3: Select the table
The tables available for selection are only those provided in the schema of the previously selected database.
On the Choose the table screen, choose the database table you want to use:
Click Next to proceed to the next step.
Step 4: Select the columns
Column selection requirements differ based on your field type choice from Step 1.
On the Choose the columns screen, choose the columns you need:
For read-only Advanced Row Fields | Select only two columns: the primary key and the column that holds the values shown by the field. If the original table already has a primary key column, the Advanced Row Field automatically uses it. |
For editable Advanced Row Fields | You can select as many columns as needed. The field layout is designed to display numerous columns, providing flexibility in your choices. |
Click Next to proceed to the next step.
Step 5: Finalize the field configuration
On the final screen, click Finish to complete the field setup.
Need support? Create a request with our support team.
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