Color coding issues and fields

[Carol Shapleigh]

can color coding be used by conditional formatting in Jira cloud

[Hannes Obweger - JXL for Jira · Accepted solution]

Hi @Carol Shapleigh,

as previously mentioned, Jira's list view comes with a basic cell coloring system now.

For more advanced use cases, you may want to have a look at the app that my team and I are working on: JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your work items (issues) that allows viewing, inline-editing, copy-pasting, sorting, and filtering by all your work items' fields, much like you’d do in e.g. Excel, Google Sheets, Smartsheet, or Airtable. It also comes with a long list of advanced features, including conditional formatting. With conditional formatting, you can define conditions on your work items - such as different statuses - and if these conditions are fulfilled, set the color of either the entire work item row or a particular cell.

This is how it looks in action:

This is really just one of a virtually endless number of possible views and reports; you have full control over which data you want to show and highlight.

I should also add that conditional formatting plays nicely in combination with many other JXL features, such as configurable work item hierarchies, cascaded groupings by any fields, and sum-ups.

Any questions just let me know,

Best,

Hannes

[Carol Shapleigh]

Does the app do calculations as well like basic add and subtract between fields to populate a third field?

[Rudy Holtkamp · Accepted solution]

With the JQL clause 'statusCategory' you can create filters based on the categories:

• To do (gray)
• In progress (blue)
• Done (green)

So the JQL would look like:

statusCategory = done

To get all 'green' statuses.

[Carol Shapleigh]

Thanks I'll give that a try. Can this be done universally to a particular choice like done or does it need to be applied per board?

[Nikola Perisic]

Welcome @Carol Shapleigh 

Could you elaborate what do you mean by color coding? Formatting in Jira works based on the rules that are defined either for rows or for the columns: https://support.atlassian.com/jira-software-cloud/docs/create-a-format-rule/

[Carol Shapleigh]

Thanks for your reply.  Fore example, I have drop down fields like To do, in progress, hold or completed in a column.  Depending upon the item, like complete would be in green, In progress blue etc.  Is that enough information?

[Nikola Perisic]

@Carol Shapleigh 

Format rules are either applied on a row or on a column. In this, it would be applied on the column where the whole column is colored while the color of the status stays to be blue if it's In progress. These are status categories that are defined by Atlassian:

• To Do  - always grey
• In Progress - always blue
• Done - always green

[Carol Shapleigh]

For some reason the imported project isn't showing those colors consistently.  Is there a rule to be applied?

Also, I have custom columns with fields like this.  Can I also do something with those?  I've inherited the boards so some of the names are different depending.  

This is what we have on Monday.com

[Nikola Perisic]

@Carol Shapleigh 

You need to select List, then to click on three dots and choose Format rules. You will be given the options to add a color, to choose between the row or a column and also to choose for which field the rule has been applied for. 

[Carol Shapleigh]

If the field isn't an option can I add it somewhere?

[Carol Shapleigh]

It migrated and I can select from the dropdown but the field isn't coming up when I want to format the cell.

[Nikola Perisic]

@Carol Shapleigh 

Make sure that you created your label first, then proceed in creating a format rule:

[Carol Shapleigh]

What if the value isn't showing up in the drop down?  How do you add it?

[Nikola Perisic]

As mentioned, the label needs to be created first while you are either creating an issue or view it.