From 2.0.0 version the app has switched from project-specific configuration of categories to category schemes. You can create a shared category scheme and apply it to multiple projects at once. All modifications in the category scheme will be automatically propagated to all the associated projects.
You can perform the following operations on category schemes:
A new category scheme is created. Now you can manage categories and their parameters in the category scheme.
All the category schemes can fall into two types:
The main difference between them is that you can modify the project-specific category scheme within the project administration section. The shared category scheme can be edited only in the Category Schemes section.
You can manage categories within the category scheme. You can add, edit, and delete categories.
To create a new category:
To edit the category:
To delete the category:
Please consider the following while managing categories in the scheme:
You can manage visibility of categories in specific issue types. This way you can show a category in one issue type, and hide it in another issue type. You can use this to hide unnecessary categories and save a bit of screen space.
To set category visibility for issue types:
To remove an issue type:
To remove all issue types and make the category visible in all issue types, click the icon. Click Save.
By default, all categories within the scheme are shown in all issue types.
You cannot set visibility of the default category (Uncategorized) in different issue types.
You can set up access restrictions for categories. While configuring access restrictions, you need to consider which type of the category scheme you are using. For shared category schemes, you need to consider that the same user may have different roles. In this case the user can get access to categories which should be hidden from the this user.
To set access restrictions for a category:
To remove a user / user group / project role from access restrictions:
To clear all access restrictions for a specific category, click the icon. Click Save.
You can configure auto-distribution rules for categories. These rules will allow the app to automatically categorize uploaded files according to the pre-defined rules.
To set auto-distribution rules for a category:
Regular expressions allow you to quickly enter the flexible query for matching specific attachments in categories.
For example, you want to proceed only attachments with *.docx or *.pdf formats. You need to enter the following regular expression '(.+?)(.docx|.pdf)$'.
Smart Attachments add-on allows you to set the appropriate size of image thumbnails for each Jira project.
The default size of image thumbnails in Jira is 200x200 px.
Since Smart Attachments 1.17.2, you can configure the look of the Attachment field on transition forms.
|Multiple drop areas|
|Single drop area with the category selection box|
You can modify configuration of 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.
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 category scheme will be associated with the specified project. Categories will be shown according to the category scheme settings.
To remove the association of the project with the category scheme:
All the attachments from categories will become uncategorized. Please be careful while de-associating projects with the category scheme.
A newly copied scheme is automatically placed into the inactive schemes. It is not associated with any projects.
You can delete the category scheme which is not associated with any project (being in the Inactive Schemes list).
Smart Attachments is a document management app for Atlassian Jira. The app provides category schemes for efficient management of scheme configurations for attachment distribution.