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Getting started

Create your first RowCraft table field

This walkthrough creates a purchase-request table field, adds it to a project's screens and fills in the first rows. It takes about five minutes. You need the Administer Jira permission for steps 1 to 4.

1. Open Field tables

Go to Apps → RowCraft → Field tables. The page lists every RowCraft table field on the site, with its contexts, the projects each context applies to and a summary of its columns and rules.

The Field tables page listing six table fields such as Acceptance checklist, Equipment and Purchase items, each with its context, an All projects lozenge, a column and rule count, and a Configure button
Field tables lists every table field and context. Configure opens the column designer; the ••• menu links to the field's Jira settings and screens.

Select New field table. The wizard has three steps, and nothing is created until the last one.

2. Name the field

Enter a Field name, for example Order lines, and an optional Description. Jira shows the description under the field to help people fill it in.

Step 1 of the New field table wizard with Order lines as the field name and a description
Step 1: the field name and description. The field gets a global context, so every project can use it.

The new field gets a global context (all projects and work types). You can limit it to some projects later in Jira's field settings, and give other contexts their own columns.

Select Next.

3. Choose a template and adjust the columns

Select Start from a template and pick a ready-made table. The right side previews its columns, types, required columns and totals.

The Start from a template dialog with Purchase request selected, showing its six columns Item, Category, Qty, Unit price, Amount and Supplier, and five other templates
Seven templates, from purchase requests to acceptance checklists. Every column can be changed afterwards.
Template Columns Use it for
Purchase request Item, Category, Qty, Unit price, Amount (formula), Supplier Items to buy, with a calculated amount and total
Quote Product, Qty, List price, Discount %, Line total (formula) Quote lines with discount and line total
Expense report Date, Category, Description, Amount, Receipt attached Expense lines with date and category
Equipment request Equipment, Qty, For, Needed by, Delivered Equipment for a new hire or a team
Test steps # (row number), Step, Expected result, Result Numbered test steps with expected and actual result
Acceptance checklist Check item, Done, Owner, Notes, plus five default rows Fixed check items every new work item starts with
Blank table One text column (Item) Building your own table

Select Use this template. The table opens in the column designer, where you can rename, add, remove and reorder columns, and set rules and colours.

Step 2 of the wizard showing the column designer with the Purchase request columns, their types and Required checkboxes
Step 2: the column designer with the template's columns. Change anything before you create the field.

Instead of a template you can also select Copy from another field to start from an existing table field, or Add column to build the table yourself. Select Next when the table is ready.

The last step summarises the field. Select Create field table.

Step 3 summary showing the field name Order lines, its description, the global context, 6 columns and 0 rules, and the Create field table button
Step 3: check the summary and create the field.

4. Add the field to screens

People only see a custom field on screens that contain it. After the field is created, RowCraft shows Next: add the field to screens with a link to Jira's screens page for this field (the same link is under Add to screens in the field's ••• menu on Field tables).

  1. Select Add to screens.
  2. Tick the screens and tabs of the projects that need the table, for example the create, edit and view screens of your purchasing project.
  3. Save your selection on Jira's page.

5. Fill in the first rows

Open or create a work item in a project whose screens include the field.

The Purchase items table in edit mode on PUR-1, with row checkboxes, a row capacity meter showing 5 of 100 rows, toolbar icons, the totals row and Save and Cancel buttons
Click the table to edit it. Type, press Tab to move on, and select Save when you are done.
  1. Click the table (or the empty field) to start editing.
  2. Type in the first cell and press Tab to move to the next one. Select lists, dates and people have their own pickers; formula columns calculate themselves.
  3. Press Enter on the last row to add another row, or select Add row (+) in the toolbar.
  4. Select Save. Jira stores the table with the work item, and the totals and search data are updated.

On create, transition and service-portal forms there is no Save button: the table is saved with the form.

Screenshot