Quarters Field
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Quarters Field

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Quarters Field

Use this custom field in Jira to plan your work using Calendar quarters.

This is particularly useful when you cannot commit to an actual date, but you know roughly in what quarter of the year or future year you are targeting.

Your Jira Admin can create a custom field with this type, and simple specify the  start and end year. The app will populate the drop down list with the quarter labels in the form of QQ-YYYY e.g. Q1-2022, Q2-2022, …Q4-2023.

You can then create fields such as Target Quarter, Planned Quarter, Release Quarter etc.

You can also search using JQL. In the following examples, we have a field called Release Quarter.

  • to match the quarter name use the Quarter field property.
    • “Release Quarter.Quarter” = Q3-2022
  • to use the built in JQL date functions or date comparisons we can reference the properties StartDate and EndDate.
    • “Release Quarter.StartDate” > endOfMonth()
    • “Release Quarter.EndDate” > startOfMonth(-1)

Getting Started

Installation

  1. Log into your Jira instance as a Jira Administrator.
  2. Click the Apps dropdown and choose Find new apps.
  3. The Find new apps screen loads.

  4. Search for Quarter Field Type and click on the app tile.
  5. The App Details screen loads.

  6. Click Get app to start installing your app.
  7. You're all set!
  8. Click Close in the Installed and ready to go dialog.

Configuration

Create an Issue Reference Custom Field

We start by creating the custom field in the normal way and choose the Issue Reference field type.

  1. Login as a Jira Administrator and Select Admin ⚙ > Issues.
  2. Under FIELDS, select Custom fields.
  3. Click Create custom field. Make sure to select All to view the available field options.
  4. Scroll down the list and select the Quarters Field Type and click Next.
  5. Type the Name and Description of the field.
  6. The name you select appears as the custom field's title wherever the field appears.

  7. When you have entered the field Name and Description details, select Create.
  8. Optionally, add the new custom field to one or multiple screens by ticking the corresponding box and click Update.

Configure the field with JQL

Once the field is created we can configure the field by setting the JQL query that should be used to populate the select list.

  1. Login as a Jira Administrator and Select Admin ⚙ > Issues.
  2. Under FIELDS, select Custom fields.
  3. In the Search box, type the name of your Quarters Field.
  4. In the custom field search results, select the “...” menu button next to the field, and select Contexts and default value.
  5. Click the Edit custom field config link.
  6. If this is the first time you have used this field type then you will be accessed to grant access to the app before you can configure the field. Follow the on screen instructions and grant acces for the application.

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  1. In the configuration settings, enter the start and end year.
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How to use Quarters Field

First Use - Grant Access

As a user you need to grant access to the app the first time you use it i.e. when you first visit an issue where a quarter field is displayed.

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Editing a Quarter Field

As a user, the quarter field created by your administrator, will look like a normal select list field.

For example, if we have a Planned Release Quarter field, it will look like this is the Jira issue view.

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Clicking on the value in the field will open a dialog box where you can select a new value. In the case of the Quarter field type, you will select from the quarters that are valid for the configured range of years.

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Searching Quarter Fields using JQL

You can also search using JQL. In the following examples, we have a field called Release Quarter.

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  • to match the quarter name use the Quarter field property.
    • “Release Quarter.Quarter” = Q3-2022
  • to use the built in JQL date functions or date comparisons we can reference the properties StartDate and EndDate.
    • “Release Quarter.StartDate” > endOfMonth()
    • “Release Quarter.EndDate” > startOfMonth(-1)
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