You are viewing the old version of the documentation. See the latest version here: CRM for Jira Server Home

You are viewing the old version of the documentation. See the latest version here: [CRMJS:CRM for Jira Server Home]

This feature allows you to place as many Automatic Amount Custom fields as you need. First create Custom fields and add them to screens where you need them to be filled in automatically with transactions sums according to set conditions.

After that go to CRM Admin Menu/Transactions:

And find Transactions Total Issue Fields section:

As conditions use formula: Transaction Attribute = Attribute Value

For example:

ConditionResult
Direction = IncomeSum of all incoming transactions in issue
Direction = Expense AND Status = FactSum of expenses with only 'Fact' status
EmptySum of all transactions in issue

To recalculate Total issue fields use "Totals recalculation" button. The feature allows to recalculate all total fields in issues if there are some changes of formulas.

For example you as an administrator edit the filters and then click on "Totals recalculation".

  • No labels