Custom Item Types

Reference of the custom item types feature in Ketryx

Ketryx enables the tracking of arbitrary item types using the Custom Item Types feature. These item types can be either long-lived or point-wise (explained here) and they will behave in the exact same way as the default item types (e.g. Requirement) would.

NOTES:

  • Adding custom item types should only be performed by your Ketryx organization owner and Jira instance admin.

  • After adding a custom item type, it is not recommended to change its lifecycle afterwards.

Getting started

The following will explain the full workflow for configuring a custom long-lived item type called Folder in both Ketryx and Jira. The steps assume that a project called Test Project exists in both systems.

Configuration in Ketryx:

  1. Navigate to Organization > Advanced

  2. Add the Folder item type into the Custom item types setting:

[
  {
    "lifecycle": "LONG_LIVED",
    "name": "Folder",
    "shortName": "FOL"
  }
]
  1. Add the Folder item type into the Issue mapping setting (this can also be done in a specific project's advanced settings):

[
  {
    "issueType": "Folder",
    "itemType": "CUSTOM",
    "itemTypeName": "Folder"
  }
]
  1. Click Save changes and confirm

At this point, every project in the Ketryx organization is ready to track Folder items from Jira. However, Ketryx does not assign any approval groups to custom item types by default. Therefore, it is recommended to configure the approval groups accordingly.

  1. Navigate to Projects > Test Project > Settings > Approval rules

  2. Add approval groups for the Folder item type

Configuration in Jira:

It is considered a best practice to copy the default Ketryx schemes (Issue type scheme and Issue type screen scheme) into new ones instead of modifying the default ones.

NOTE: If the aforementioned Ketryx-specific schemes have already been copied for your project, you can directly edit them instead of copying them again.

  1. Click the cogwheel button in the top right and navigate to Jira Settings > Issues

  1. From the left-hand menu, navigate to Issue types

    1. Click Add issue type

      1. Name: Folder

      2. Type: Standard Issue Type (Level 0)

      3. Click Add

  2. From the left-hand menu, navigate to Issue type schemes

    1. Filter for "ketryx" and click the "..." button next to the scheme assigned to your project (in most cases, it will be Ketryx issue type scheme)

    2. Click Copy

      1. Give the scheme a descriptive name, such as "Ketryx issue type scheme (Test Project)"

      2. Empty the Description field

      3. Drag-and-drop the Folder issue type from Available Issue Types into Issue Types for Current Scheme

      4. Click Save

  3. From the left-hand menu, navigate to Screens

    1. Filter for "ketryx task" and click the "..." button for Ketryx Task screen (the Task item type is a good default to base a new screen configuration on)

    2. Click Copy

      1. Give the screen a descriptive name, such as "Ketryx Folder screen"

      2. Empty the Description field

      3. Click Save

    3. The following steps are only required for long-lived item types:

      1. Filter for "ketryx folder" and click the "..." button for Ketryx Folder screen

      2. Click Configure

        1. Add the Obsolete in version field

  4. From the left-hand menu, navigate to Screen schemes

    1. Click Add screen scheme

      1. Give the screen scheme a descriptive name, such as "Ketryx Folder screen scheme"

      2. Default Screen: Ketryx Folder screen

      3. Click Add

  5. From the left-hand menu, navigate to Issue type screen schemes

    1. Filter for "ketryx" and click the "..." button for Ketryx issue type screen scheme

    2. Click Copy

      1. Give the issue type screen scheme a descriptive name, such as "Ketryx issue type screen scheme (Test Project)"

      2. Empty the Description field

      3. Click Copy

    3. Filter for "ketryx" and click the "..." button for Ketryx issue type screen scheme (Test Project)

    4. Click Configure

      1. Click Associate an issue type with a screen scheme

        1. Issue Type: Folder

        2. Screen Scheme: Ketryx Folder screen scheme

        3. Click Add

  6. Click the cogwheel button in the top right and navigate to Jira Settings > Projects

    1. Click the "..." button for Test Project

    2. Click Project settings

  7. From the left-hand menu, navigate to Issues > Types

    1. Click Actions > Use a different scheme

    2. Select Ketryx issue type scheme (Test Project)

    3. Click OK

  8. From the left-hand menu, navigate to Issues > Screens

  9. Click Actions > Use a different scheme

  10. Select Ketryx issue type screen scheme (Test Project)

  11. Click Associate

Now, both the Jira and Ketryx projects are configured to track Folder items.

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