Edit the category scheme

You can modify the configuration of category schemes.

The app uses the locking of category schemes, so you may not be able to modify the category scheme while another user is editing it. The default locking timeout is five minutes. The locking is automatically removed upon expiry of this timeout if no actions are performed on the category scheme. All the unsaved modifications may be lost.

  1. On the list with category schemes, locate the one you want to edit.
  2. Click the More button.
  3. Select Edit.
  4. Make the appropriate modifications in the category scheme.
  5. When complete, click Save.

Associate the category scheme with certain projects

You can associate one category scheme with one or multiple projects.

The category scheme which is associated with multiple projects becomes a shared category scheme. All modifications in this scheme will be automatically propagated to all the associated projects. The shared category scheme can be edited only in the Category Schemes section. It can't be edited within the project administration section.

  1. Open the Jira administration console.
  2. Select the Manage apps tab.
  3. On the sidebar, locate Smart Attachments > Category Schemes.
  4. On the list with category schemes, locate the one you want to associate with a certain project.
  5. Click the More button.
  6. Select Associate.
  7. Start entering the name of the project you want to associate with the category scheme.
  8. When complete, click Save.

The category scheme will be associated with the specified project. Categories will be shown according to the category scheme settings.

Remove the association of the project with the category scheme

Please, be careful while de-associating projects with the category scheme. All the attachments from categories will become uncategorized. 

  1. Open the Jira administration console.
  2. Select the Manage apps tab.
  3. On the sidebar, locate Smart Attachments > Category Schemes.
  4. On the list with category schemes, locate the one you want to remove association for.
  5. Click the More button.
  6. Select Associate.
  7. On the list with projects, locate the one which you want to de-associate from the category scheme.
  8. Click Remove.
  9. When complete, click Save.

Associate the category scheme with all non-associated projects

You can associate a certain category scheme with all non-associated projects at once. Smart Attachments categories will be shown in all these projects according to the category scheme settings.

This feature is available from Smart Attachments for Jira 2.11.2.

  1. Open the Jira administration console.
  2. Select the Manage apps tab.
  3. On the sidebar, locate Smart Attachments > Category Schemes.
  4. On the list with category schemes, locate the one you want to associate with all non-associated projects.
  5. Click the More button.
  6. Select Associate.
  7. Click the dropdown menu next to Associate projects.
  8. Choose All not associated projects.
  9. Click Save.

Set the default category scheme

You can set the default category scheme. If doing so, you will have this category applied to all newly-created projects. Later on, this can be changed as described in the Associate the category scheme with projects section. 

This feature is available from Smart Attachments for Jira 2.11.0.

  1. On the list with category schemes, locate the one you want to use by default.
  2. Switch on thetoggle.

The category scheme will be used by default in all new projects.

Copy the category scheme

  1. On the list with category schemes, locate the one you want to copy.
  2. Click the More button.
  3. Select Copy.
  4. In the Copy Category Scheme form, specify the scheme name.
  5. Click Copy.

A newly copied scheme is automatically placed into the inactive schemes. It is not associated with any projects.

Delete the category scheme

You can delete the category scheme which is not associated with any project (being in the Inactive schemes list). Note that you can't delete an active category scheme. To delete such a scheme you first need to remove its association with Jira projects.

  1. On the list with category schemes, locate the one you want to associate with projects.
  2. Click the More button.
  3. Select Delete.
  4. In the Delete Category Scheme form, click Delete.