Overview

Each directory can be configured according to your needs. The basic configuration principles are the same for all types of directories:

  • add and set up attributes – those are the parameters of an entry, like name, type, etc.
  • place attributes within the entry: change their order and distribute them between tabs (also configurable)


Step-by-step

Navigate to Settings → Templates and select a directory you are setting up.


Manage tabs:

  • add a new tab
  • order tabs by drag-and-drop
  • delete a tab
    (info) You will not be able to delete a tab if it contains attributes. Delete the relevant attribute or change their placing in advance.

Manage attributes:

  • add a new attribute:
    • specify the name
    • select a type of attribute
    • define a tab
      (info) You can change the existing attribute name and tab – just click on them!
  • order attributes by drag-and-drop
  • delete an attribute

Types of attributes

An attribute in CRM entry is almost the same as a field in a Jira issue. The combination of attributes applies to each entry within one directory. Attributes may look different and have specific input types. Add them in different combinations to structure the templates according to your business needs.


AttributeDescriptionCompaniesContactsDirectories

Text (255)

This attribute allows users to provide information as free-form text (single line).

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Date

This is an attribute to provide date information using a calendar selection to complete the field.

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Number

This attribute allows users to provide numerical information.

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Email

This is an attribute to store email-address (mailto: format). It will allow opening a default mail client by clicking to send a mail to the specified address.

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URL

This is an attribute to specify the clickable link to a website. It consists of two fields in the edit mode:

  • the link itself
  • the alt text for the link

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Checkbox

This is an attribute to specify the presence or absence of a particular parameter or compliance with a particular requirement that works as a True/False or a Yes/No mechanism.

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Directory

An attribute that allows linking the current entry with the particular objects of a Custom Directory.

There are different working principles according to the type of directory:

1. List. Selecting a list-type directory as a reference you will get a select-list attribute in an entry.

2. Table List. Selecting a table-type directory as a reference you will get a table within an entry, where a user can add new values. The related directory itself will accumulate the values from all entries.

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Jira User

This attribute allows linking a Jira user (the link does not affect anything). It provides the list of Jira users to select.

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CRM Company

An attribute that provides the list of CRM companies to select from (multi-selection).

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CRM Contacts

A read-only attribute that should be added to the Company card. It is only available in the Companies directory configuration and displays all contacts linked to the company.


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Linked Issues

An attribute that displays the list of issues linked with the current entry. This attribute is clickable and directs a user to the list of linked issues in the Issue Navigator.

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