smart attachments for jira

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Exploring Jira Search in Cloud: Tips and JQL Search for Issues with Attachments

March 19, 2024
#How To#Jira
14 min

In today’s fast-paced project management landscape, efficient communication and collaboration are paramount. Jira Cloud, a popular project management tool by Atlassian, offers many features to streamline workflows and boost productivity. Among these features, JQL search is a powerful tool for locating essential information within your projects. Whether you’re a seasoned Jira user or just getting started, mastering Jira search is essential for navigating your projects efficiently. In this article, we’ll delve into the functionality in Jira Cloud related to searching for issues with attachments, exploring its out-of-the-box JQL capabilities and pro tips, and suggesting a helpful app from the Atlassian Marketplace to enhance your experience further.

Understanding Jira Search in Cloud

Whatever your search goal is, start by accessing the Jira Cloud search bar. You can locate the search bar at the top of the screen. It’s easily identifiable by its magnifying glass icon. Jira Cloud has flexible search capabilities: basic search for a quick lookup and advanced search for complex filters and criteria.

Running the Basic Search

The Jira basic search functionality allows you to search for issues using simple keywords or phrases. Start with it to get results in a second by following these steps:

  1. Enter Keywords: Click on the search bar and type in the keywords or phrases related to the issue you’re looking for. For example, you could enter “bug fix” or “project XYZ.”Running the basic search
  2. Review Search Results: As you type, Jira Cloud will provide real-time suggestions to help refine your search. Simply select one of the suggested terms or continue typing to complete your search query.
  3. Navigate to Issues: After entering your search query, hit “Enter” or click the magnifying glass icon to execute the search. Jira Cloud will display a list of issues that match your search criteria.
  4. Explore Issue Details: Click on any search results to view more details about the issue, including its summary, description, status, and assignee.

Mastering Effective Search Techniques

  1. Use Specific Keywords: When entering your search terms to narrow down the results, be as specific as possible.
  2. Utilize Filters: Jira Cloud offers various filters to help you refine your search further. Experiment with filters such as project, issue type, status, and assignee to find what you’re looking for faster.Mastering Effective Search Techniques
  3. Save Your Searches: If you frequently search for specific issues, consider saving your search queries for quick access in the future.Save Your Searches

Running the Advanced Jira Search

Running the advanced search in Jira Cloud is handy for cases where a basic search is insufficient. It allows users to filter and locate issues based on specific criteria precisely. Here’s a step-by-step guide on how to run advanced searches in Jira Cloud:

  1. Navigate to the Jira Search Bar: You’ll find a search bar in the top navigation bar of your Jira Cloud instance. Click on it to activate the search functionality.
  2. Access Advanced Jira Search: Once the search bar is activated, you’ll see a dropdown menu with various search options. Click View all issues and press the Switch to JQL button to access the advanced search interface.
  3. Use Jira Query Language (JQL): Advanced search in Jira Cloud utilizes JQL, a powerful query language that allows precise filtering of issues. You can manually enter JQL queries or use the form-based interface to construct your search criteria.
    Use Jira Query Language (JQL)
  4. Refine Jira Search Results: As you input your search criteria, the results will dynamically update to reflect the issues that match your specified parameters. You can refine your search by adding or modifying existing criteria.
  5. Save and Share Jira Search Results: Once you’ve configured your advanced search, you can save it for future use by clicking the Save filter button. Saved searches can be accessed later from the “Filters” dropdown menu for quick retrieval. Additionally, you can share saved searches with other team members for collaborative use.Save filters

Following these steps, you can precisely locate Jira Cloud issues, enabling better project management and decision-making.

Running an Attachment Jira Search

Searching across Jira issues by keyword, assignee, or priority covers multiple business cases in the day-to-day routine. However, you may need to find files and documents attached to issues, comments, and other project artifacts. This article will teach you how to achieve this.

Searching for all Jira issues with attachments

In Jira Cloud, there isn’t a built-in feature to find all attachments for a project at once in a single search. However, you can use a combination of JQL and the advanced search functionality to retrieve attachments associated with issues in a specific project. Here’s how you can do it:

  1. Navigate to Advanced Search: Go to the search bar in Jira Cloud and access the advanced search interface.
  2. Use JQL to Filter by Project: In the advanced search interface, you can use JQL to filter issues based on the project key. For example, you can use the JQL query project = PROJECT_KEY to retrieve all issues from the specified project.
  3. Refine Search to Include Attachments: After filtering issues by project, you can refine your search to include only issues with attachments. You can do this by adding the JQL clause AND attachments IS NOT EMPTY to your query.
    Searching for all Jira issues with attachments

The search results will display all issues within the specified project with associated attachments. You can click on individual issues to view their attachments or export the search results if needed. While this approach doesn’t provide a single-click solution to find all attachments for a project at once, it allows you to retrieve attachments associated with issues within the project effectively.

Searching for issues with specific attachments by custom criteria

Let’s consider a scenario where a software development team needs to find a user interface wireframe for a new feature. Team members want to enter keywords like “UI wireframe simply” or the designer’s name to locate the necessary file quickly. This process saves valuable time and ensures everyone can access the latest wireframe version.

While Jira Cloud doesn’t offer this type of robust search capabilities out of the box, you can further enhance your experience with the Smart Attachments for Jira app available at the Atlassian Marketplace. This app ensures key workflow metrics to streamline:

  • Improved Accessibility: With attachment search, users can access required files directly from search results, eliminating the need to sift through countless Jira issues and projects.
  • Enhanced Collaboration: Teams can collaborate more effectively by sharing and referencing attachments related to specific tasks or discussions.
  • Increased Productivity: Rapid access to attachments accelerates decision-making processes and prevents delays caused by searching for critical documents.

In the Find attachments section of the app, you gain access to a comprehensive list of all attachments associated with your Jira project. But that’s just the beginning – you can search through these attachments with precision using two criteria:

  1. The user who added the file to the Jira issue. Quickly locate attachments uploaded by a specific user. Finding the proper attachment is a breeze, whether it’s your colleague’s latest design mockup or your documentation.
    Searching for issues with specific attachments by custom criteria
  2. The file name or text from its part. Search for attachments by their names, whether it’s the full name or even just a part of it. You can use these criteria to search for files by their format type as well. No more endless scrolling – just type in the keywords and let Smart Attachments for Jira do the rest.
    Search for attachments by their names, whether it's the full name or even just a part of it.

Using Smart Attachments, you can find the required files and perform bulk operations on them immediately. Thus, you can speed up your work by deleting or downloading all attachments simultaneously.Find the required files and perform bulk operations on them immediately

Advanced Jira Search with Labels

Looking to narrow down your Jira search even further? The app allows you to search for issues with attachments based on their labels. Combining the power of JQL with our app, you can quickly refine your search. To search for Jira issues by attachments with specific labels, click the respective button in the app Find attachments section.Advanced Search with Labels

 

Here you can narrow down results by using not only the Label filter but also project, issue type, status, and user filters. Keep in mind that this advanced search operates on an OR logic basis. In other words, you’ll receive a list of issues containing any specified labels in the Jira search results. To view the attachments with a particular label, simply navigate to the respective issue.Narrow down results by using not only the Label filter but also project, issue type, status, and user filters.

Conclusion

Jira search is vital for streamlining project management and fostering collaboration. By leveraging this functionality, organizations can optimize their workflows and achieve greater efficiency in their endeavors.

With Smart Attachments for Jira, efficiency, and organization are at your fingertips. Say goodbye to cumbersome searches and hello to streamlined project management!

Ready to revolutionize the way you handle attachments in Jira? Try Smart Attachments for Jira today and experience the difference firsthand.

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    Manage Attachments Like a Pro in JIRA

    November 14, 2023
    #Document management#How To#Jira
    11 min

    Atlassian develops one of the most popular project management platforms in the world – Jira. Millions of users use its capabilities when managing software products, running all kinds of marketing, operations, and legal processes, or handling support and service requests through a virtual desk.

    Flexible configuration, adjustable platform scalability, customizable interface, multi-tier permission schemes, and other things make this platform tailored to the actual needs of the majority of users.

    But like all enterprise systems, it also has some flaws. One of the most noticeable problems is a trivial mechanism of managing attachments. This affects most business and development processes as all of them are accompanied by the creation of additional artifacts that are usually stored within the issues. A bigger number of these files leads to additional problems like searching for the necessary attachments and keeping them organized in your Jira issues.

    Our article aims to provide you with a solution to this problem. You will learn how to manage attachments like a pro with the Smart Attachments for Jira app.

    Organize Jira attachments in categories

    The first thing that frustrates you when looking at a Jira issue with many attachments is probably one long list of files. It’s difficult to navigate, having no filters, sub-headings, or labels. What seems OK with five files becomes a pain in the neck with 20.

    The Smart Attachments for Jira app introduces categories that you can use for storing attachments. You can create categories shared by all Jira projects in your instance.Documentation approval scheme configuration

     

    Alternatively, you can customize categories and create unique ones for all Jira projects if you have different workflows for files there. You can also set the default category scheme. If doing so, you will have this category applied to all newly-created projects.Default category scheme

     

    Categories are created in Jira settings in a few minutes. Once configured for the project, they immediately appear in the Jira issue view replacing the native Attachments section. You can upload files to the appropriate category or move files between them. It’s easy to guess that file search and navigation become faster after attachment categorization, which helps you organize Jira issues.Categories - issue view

     

    Users can modify the default order of categories specified by the project administration and adjust their order to their actual needs. This is helpful as you can select the categories you use most and place them on top. No worries, this re-order is user-specific, so your teammates’ choice will remain the same.

    You can select to collapse the attachment section or a particular category in it for your Jira issue view. This way, you can save your screen space if this or that category is not currently used.

    The category selection is available during file upload when you create or edit issues or transition the issue from one status to another. If you prefer to upload files with drag-and-drop, categories will appear as corresponding areas on the screen.Upload files with drag-and-drop

     

    Configuration of categories is defined per instance or project, so either a Jira or a project administrator can create the set of required categories. Additionally, it is possible to regulate the visibility of the category depending on the issue type. It makes categories very flexible and easy to adjust to any project. The app offers additional access restrictions for cases with sensitive data in attachments. You can limit access to files in a specific category for specific users, user groups, or project roles. The app offers additional access restrictions

     

    Track Document Revisions

    Document management is always about version control. Whether you have one or several document authors, all who collaborate on a file attached to the Jira issue need to know the file status.

    Tracking attachment revisions ensures that all are on the same page. Jira lists all files in a row out of the box, but you can take advantage of document revisions with Smart Attachments for Jira. This feature allows you to have a document under which you can store numerous revisions. It helps you transform your Jira into a full-fledged document retention platform. Just select the file to which you need to create a new version and select to upload a new file version. You can also select the uploaded file and convert it into the document revision.Tracking attachment revisions

     

    Alternatively, just add the attachment with the same name to the Jira issue. The app will automatically match attachments by name, treating them as document revisions.

    Add Attachment Metadata

    In addition to the document versioning, you can add metadata to attachments. This feature facilitates document management and collaboration. Now you can better elaborate on the changes for the specific contract, financial report, corporate presentation, or any other artifact your team works on.Add attachment metadata

     

    Perform Bulk Operations and Workflow Automations

    Work in Jira is always about efficiency and productivity. Smart Attachments for Jira help you run bulk operations on files. You will accelerate the execution of routine tasks on attachments. You can just bulk delete attachments, move them to another category, archive, download, or send them to your colleagues or business partners from Jira.Perform Bulk Operations

     

    In addition, you can integrate post-functions, conditions and validators into your project workflows. Use this Jira automation features to enhance experience when managing attachments in issues.
    You can verify the presence of attachments in the specific category or files uploaded by the particular user, user group, or project role before or during execution of a transition with validators. It ensures the required files are present in the Jira issue.integrate post-functions, conditions and validators

    You can also set up the post functions and automatically delete, email, or move attachments between categories based on the name pattern or regular expression. This greatly automates the user experience and allows you to skip some trivial operations.set up the post functions

    One Solution for Most Situations

    If you deal with dozens of attachments in each issue will be a great assistant in this case. Now you can keep all your attachments in order, have documents with full history of revisions, automatically execute routine operations on them, and use a lot of other augmentations provided by the app.

    You can tart a free trial of Smart Attachments for Jira at the Atlassian Marketplace.

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      Best Practices for Organizing a Jira Issue

      August 8, 2023
      #How To#Jira#Document management
      8 min

      Atlassian Jira Software is a global solution. Thousands of people use it at work, creating many tasks daily. For many teams, Jira dashboard is a place to start their day and to look at in the evening. In this blog post, we share the best practices for creating a Jira issue and organizing projects in Jira.

      Tune up your Jira project

      Have you ever wondered how much time we spend on creating issues or finding missing information? We aim to be more and more effective. That’s why companies are looking for techniques and solutions to optimize the process of working with issues in Jira and minimize team efforts.

      When you start with your Jira project, you can enter additional descriptions of Jira fields, components, and workflow states. This action is not required. Many admins would tend to skip it to save time. However, you can lose many more in the long run.

      Setting detailed descriptions where possible in Jira, you can minimize your team’s onboarding with the project later. This way, you help users understand the rules and specifics of this particular field, saving your team’s time in a long perspective. So try not to get tempted by one-minute benefits and stick to best practices instead.

      Add links and references

      Jira itself is a great solution for project management. With proper organization and description, working with Jira issues can be easy.

      You can facilitate the team workflow with the help of additional informational resources. Jira allows us to do it in a moment in a few ways.

      Add project shortcuts

      All additional data is beneficial. Is it true? Well, almost. The truth is we are pressed with time and have limited resources to study all the information we face daily. So think twice before adding another link to your Jira issue.

      For data used regularly by many team members, Jira has project shortcuts. You can add links to the team space in Confluence, Bitbucket repository, or project website here. Whatever matters most for your team in this project and lives outside Jira fits well in Jira shortcuts.

      Add project shortcuts

      Link to Confluence pages

      Confluence is another Atlassian product that synchronizes with Jira easily. You can create a knowledge base with detailed instructions, records, and tutorials in Confluence and reuse it in your Jira project. This way, you get well-structured documentation that is reader-friendly. At the same time, you avoid duplicating information by linking Confluence pages to Jira issues instead of copy-pasting information.

      Connect several Jira issues

      Your projects will look much more organized if you link related Jira issues. For example, your team can have many tasks to do, and one task requires another to be done in advance. You can simply specify it in the Jira description. The problem is you can miss this information while browsing across the project.

      In Jira, you can link issues and identify their relations. After that, everyone will see the association between two existing issues on either the same or different Jira instances.

      Connect several Jira issues

      Issue linking allows you to indicate different connections. For example:

      • An issue may relate to another.
      • An issue may duplicate another.
      • An issue may block another.

      Jira has default relations for issues, but Jira administrators can customize them to fit the project better. This functionality makes issue linking flexible.

      Add files to Jira issues

      Sometimes you may need to add files directly to Jira issues instead of including links. Jira allows you to store files and documents related to tasks and always have them at hand.

      By default, you can attach files up to 10 MB, but your Jira administrator can update these settings. All attachments will appear in the corresponding Jira issue in one list.

      The out-of-the-box Jira capabilities can be handy, but not for every case. Here comes the Atlassian Marketplace. Lots of vendors offer their apps for almost every possible challenge. The same is true for working with documents. Just type the word “Attachments” in the search field on the Atlassian Marketplace, and you instantly get an advanced solution for file management in your Jira issues.

      Smart Attachments for Jira

      With Smart Attachments for Jira, you can perform more complex operations on files in your Jira. The app has lots of functionality for various business types.

      With Smart Attachments, you can create categories for different file types and locate them in your issue faster. You can select any category name based on your project specifics. For example, it can be categories named after the attachment type (i.e., screenshots, designs, videos, etc.) or the review stage (i.e., draft, work started, ready for review, approved, requires work). For more complex cases, you can add access restrictions based on user groups or project roles. This way, your teammates get a well-structured file system within Jira, and project leads can be sure that sensible documents can be viewed or modified by relevant people only.

      Create categories for different file types

      Resume

      Jira Software provides multiple ways for project organization. Consider adding shortcuts, links, knowledge base, and attaching files to ensure your team’s productivity. If you work with many files in your Jira project, Smart Attachments for Jira will help you organize them. Still, you are to choose what’s best for your business.

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        Search, Filter, and Delete Attachments in Jira Software

        June 15, 2023
        #Reporting#How To#Jira#Project management#Document management
        12 min

        Stiltsoft, in conjunction with Atlassian, continues to roll out tools and functionalities for all teams. Many teams use Atlassian Jira Software to manage projects, create roadmaps, and upload project artifacts. Our Smart Attachments for Jira app facilitates file management. If you are new to Jira project management software, this blog post will guide you on everything you need to know, starting with Jira Cloud features. Also, we will discuss how to search, filter, and delete attachments in projects and issues efficiently. Read this post to learn how to use Jira Cloud and manage attachments in Jira Software.

        Features of Jira Project Management Software

        Seamless Project Management

        Project management gets a lot easier with Jira. The software gives a clear direction for project creation. Jira Software helps you house different boards, issues, ideas, or attachments under a project to aid better project management. This way, you can create, organize, and monitor projects in one place.

        Seamless project management

        Ready-to-Use Templates

        As you work within Jira Software, you have various pre-made templates for different teams or projects. You do not have to build or create anything from scratch; the templates have every feature you need. Today Jira has 15 templates for teams and activities in software development, legal affairs, IT, analytics, or human resources. So any team, be it an experienced crowd of professionals or a startup with enthusiasts, can find the template to kick off their project in Jira.

        Jira project templates based on how similar teams work.

        Clear Roadmaps

        With a clear roadmap, it becomes easy to reach your project goals. Jira Software helps you map work processes, view project dependencies, and identify bottlenecks. The advanced roadmap feature enables you to create several roadmap versions, track project progress, and make more brilliant plans.

        Jira roadmaps

        Atlassian Marketplace Integrations

        Atlassian has enriched its Marketplace with apps that will accelerate project processes and make your job easier. It has numerous apps for different purposes, which you can integrate with your Jira Cloud instance.

        App categories in the marketplace include customer relationship management (CRM), code review, design, sales, charts & diagramming, and many more. You can navigate across solutions on the Atlassian Marketplace with the help of its quick filters, keyword search, or by combining them.

        Atlassian Marketplace Integrations

        Project Insights

        Jira Software provides you with real-time insights about your projects. These insights will help you make data-informed decisions to move your projects forward and grow your team and company.

        You can find the list of available reports from the project sidebar. Locate Reports and select the one you need for your analytics.

        Project Insights

        Pros and Cons of Jira Software

        Teams love Jira for many reasons:

        1. Apps from Atlassian Marketplace are easy to add to your account. You do not need Jira or an in-house tech support team to integrate a new solution.
        2. Jira helps enterprises to scale and make data-informed decisions through Jira reports & analytics. It also helps companies stay compliant with regulatory policies on security.
        3. The software has a free pricing plan for small teams.

        The things you need to consider:

        1. The free pricing plan is limited in functionality. It does not have data analytics and user roles & permissions features. The Standard and Premium pricing plans offer only a 7-day free trial each.
        2. Many solutions on the Atlassian Marketplace require additional payment. In return, you get not only the software itself but also regular app updates, new feature releases, and responsive support.

        Basics of Attachment Management in Jira Cloud

        Here, we shall discuss how to improve file management using the Smart Attachments for Jira Cloud app. Below are the three major steps to get the app from the Atlassian Marketplace.

        1. Sign up to create a Jira Software account or sign in to your account.
          Sign up
        2. On the start page, you will be redirected to your dashboard. If you already use other Atlassian products like Trello and Confluence, you will see a list of these products, including Jira, which you just signed up on. Click Jira Software to go to your Jira instance.
        3. Create a project. To do this, go to the header and click Project. Below the drop-down that comes up, select Create Project.
        4. On your dashboard, go to the header and click Apps. Next, click Explore more apps and search for Smart Attachments for Jira. Click on the app and add it to your account. Now you can manage attachments in your project issues.

        Attachments in Jira Software: Pro Tips

        While executing projects and tasks, teams often have documents with which they work. These documents could be interviews, research, briefs, and pictures for flawless project completion.
        As your team collaborates on Jira Software, uploading these documents as attachments for concerned persons to access is necessary. This looks like the basic workflow without any concerns. Things change once your project issues get way too many files attached to issues. It becomes difficult to operate this hip of documents. Here comes our Smart Attachments with the ability to filter, group, search, or delete bulk attachments in Jira.

        How to Organize Attachments in Jira Issues

        The app is ready to use immediately after the install. You can start with labeling your attachments in Jira issues to keep them organized.

        Open the Jira issue with attachments. To label an attachment, move to the sidebar and click Open Smart Attachments.

        Open Smart Attachments

        Move your cursor over the attachment you want to label to reveal +. Click the + button and type in your label. Click Create <Insert label> (New label). If you want to use an existing label, click + and select the label from your list. The labeled attachments will then become color-coded.

        Create labels

        You can also select to enable the Smart Attachments panel in your issue view by default. Navigate to the app project settings and turn on the toggle there.

        How to Group Attachments in Jira Software

        Appropriate labels work fine for document classification and clarity. Once your Jira files are labeled, go on to organize them.

        There are three ways to group Jira attachments in your project issues. You can group by label, uploader, and upload date. To group your attachments you need to:
        1.Locate the Smart Attachments panel.
        3.Click and select your group choice.

        Attachment grouping

        How to Perform Bulk Operations on Attachments in Jira Software

        Have you ever felt frustrated deleting files in Jira Cloud one by one? Routine operations can be quite annoying as they look like a simple waste of time. The Smart Attachments app has a magic wand for this use case. You can save time with bulk operations on your Jira attachments.

        To manage files in Jira issues in bulk, you need to:

        1. Move your cursor over attachments to reveal checkboxes.
        2. Tick the checkboxes and scroll down to Operation.
        3. Select the bulk operation – Add labels, Replace labels, Remove labels, or Delete attachments.

        Bulk operations

        How to Search for Issues with Attachments

        If you have multiple issues in a project, it can be overwhelming to look through them all manually just in search of one. To avoid this tediousness, you can search for an issue with an attachment based on your custom criteria across all Jira projects.

        Here is how:

        1. Open your project.
        2. Select Find attachments on the side bar.
        3. Run the search.

        You can search for an issue using an attachment’s author or uploader. Also, you can search with the attachment’s name or a few characters from its name. Once you type this in the search bar, click Search. From the results, you will see a link to the issue you searched for under Issue Key.

        Search for Jira attachments in a tab to find attachments

        What’s next?

        If you are considering trying Jira Software on Cloud, it’s high time to start and master the platform capabilities. For those of you who have some expertise in Jira and want to organize document management processes, Smart Attachments for Jira can be beneficial. This app helps you to label documents for further filtration and grouping, track document revisions, search for attachments, view all attachments within projects, or delete bulk attachments.

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          Structure and Secure Jira Attachments

          November 29, 2022
          #Document management#Jira
          7 min

          Jira offers a variety of functions for project management and workflow automation. For this reason, companies love using it in various industries. With all benefits Jira brings to us, working with Jira attachments turns out to be troublesome.

          You expect to get a well-organized system of Jira attachments that are easy to find and organize. Instead, you can end up browsing through your Jira issues looking for an attachment you need or repeating the routine actions with your files.

          In this article, we’ll cover how to manage attachments efficiently and keep sensitive documents safe in Jira Data Center with the help of Smart Attachments for Jira.

          Let’s look at the use case of a bank that keeps its daily work in Jira. The bank uses Jira to track daily employee activities, cooperate with customers, and develop new projects and initiatives. Their Jira issues undergo various multi-step workflows. At each step of any workflow, users add files and documents. So, you can imagine that the attachment section soon becomes a pile of files. Additionally, the documents can have several revisions and different levels of security.

          Key points in Jira attachment management

          Effective attachment structure and search

          Browsing through the list of attachments can be time-consuming. Bank employees actively use Jira as a single resource for their projects. They avoid switching between different services and keep their attachments directly in Jira. In this case , looking for a specific attachment in the long list under each issue becomes tedious.

          Revision control

          Each stage of the bank workflow underlines the high feasibility of document edits. Multiple users work on the same document, and they need to be sure that they locate the latest document revision. This becomes difficult with several files with the same name and requires additional effort and attention.

          Locking the documents against changes

          After the multi-step validation process, bank files must stay protected against changes so that users don’t change anything by mistake. At the same time, edits of some documents should remain possible for a certain group of Jira users.

          Validation of attachments 

          Many bank activities require specific files to be present before the issue is created or transitioned. If the files are missing, the project process fails or delays.

          Restricted visibility for sensitive documents.

          Some attachments in Jira issues contain customer data or other sensitive information. They are visible for certain bank employees but must remain unavailable for others.

          Use case solution

          Minding the attachment management requirements stated above, the bank team implemented their Jira documentation workflow with the Smart Attachments for Jira app. This app has rich functionality and an intuitive interface for inexperienced users.

          This app streamlines document management by enabling the creation of custom categories for organizing documents within issues. You can structure attachments according to your needs into separate categories. It also simplifies the editing process by allowing users to comment on files and create separate document revisions. Available workflow automation allows using Jira conditions, validators, and post-functions to validate file uploads and automate routine functions.

          Using the Smart Attachments app, the bank creates a multi-step project workflow. A series of document categories correlate with the processes of the bank departments and allow users to keep their attachments structured. Now their Jira files are divided into document types. Users can bulk upload, update, and delete their attachments. They locate the required documents faster.

          bulk operations with jira attachments

          Not all projects and issue types require the same categories. With Smart Attachments, the bank defines specific categories based on the issue type and workflow stage. So, the attachment section looks concise, having only the requirements for a particular issue type and development stage categories.

          Jira attachments category

          The app also allows Jira administrators to apply access restrictions for specific users, groups, and roles. The team can keep private documents secure and visible only to certain employees.

          access restriction to jira files

          To automate routine operations, the bank can add workflow automation using validators and post-functions. For example, if required, whenever an issue is created, the app validates the presence of required files. Otherwise, the issue cannot be created. At other steps, the app validates the availability of bank files with specific file names. Post-functions allow bank employees to send attachments to their clients without leaving Jira.

          jira post-functions and validators for attachments

          As a result of using the Smart Attachments for Jira app, the bank has created the attachment management system in Jira.

          With this app, you can keep your attachments safe and organized. You can now try the same for your Jira instance by starting with Smart Attachments on the Atlassian Marketplace. The first month is free for you to evaluate the app.

          Read more about how to run document management in Jira like a pro.

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            Smart Attachments for Jira Cloud Released!

            March 19, 2020
            #Jira
            3 min

            Ladies and gentlemen, we are excited to announce the long-expected release of Smart Attachments for Jira Cloud.

            Categorization of attachments is now available on Jira Cloud too. We did our best to deliver the relatively new experience to manage and categorize attachments. The Cloud app differs greatly from the Server app, but we tried to maintain its handy approach to categorize attachments in Jira issues, and we hope we succeeded in this (smile)

            The Smart Attachments for Jira Cloud app works with labels that you can use to tag your documents and attachments. The best thing about this is that are no longer limited by the set of pre-defined categories, now you can add labels on the fly and have different labels in issues of the same Jira project.

            Due to some technical limitations of the Cloud platform, the app cannot work with the native Attachments section. But this is not a problem, you can quickly access the labeled attachments from the sidebar.

            The app lets you instantly filter documents and assets against one or multiple labels. This can be done by selecting the appropriate label from the list or clicking a specific label below each attachment name.

            To preserve the “good old style of categories”, we introduced the grouping of attachments by labels. So, practically, you can have the same categories within Jira issues and you can locate your files in the appropriate category at once.

            We are expecting to receive feedback from you. Both positive and negative feedback will be greatly appreciated, so don’t wait and start a free trial of Smart Attachments for Jira Cloud right now.

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