Create Issue Matrices

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Issue Matrix configuration

After installing the Issue Matrix Cloud app, all you need to do to boost your teams’ everyday work is create Issue Matrices visualized in the issue views. 

The Issue Matrices are elements with context, type and data, and are visualized in issues in Jira Cloud. You may check the Configuration options section in this document for more details on each option offered by Issue Matrix. 

You can create as many Issue Matrices you like in different projects and issue types. To achieve it, navigate to your project’s settings in Jira Cloud and start creating Issue Matrices. 

Issue Matrices help you and your teams customize the data that is shown in issues in Jira Cloud.

Issue Matrix visualization

After creating an Issue Matrix with the configuration of your choice, a new panel will be visualized in the project issues with the desired data.

Create Issue Matrices

You can create four different types of Issue Matrices:

Issue Matrix allows you to have completely different information in the issue views for the different projects. You just need to create different Issue Matrices in different projects.

Configuration options

Each Issue Matrix configuration consists of the following sections with options: Context, Type, Data and Sort By.

Context

The context options allow you to define the project and the issue types where the particular Issue Matrix will be visible. Choose a project and issue types for each Issue Matrix.

Type

The options in this section allow you to define and choose the type of the Issue Matrix and the issues that it will contain.

Filter JQL option allows you to enter a JQL query in the configuration to filter further the issue that will be displayed in the Issue Matrix.

Data

You have to choose columns, to create an Issue Matrix successfully. You can choose most of the custom fields from your Jira Cloud instance and set them as columns in the Issue Matrix panel. Check the list of custom fields that have specifics in the implementation.

Issue Matrix Cloud allows you to customize the width of each column to achieve better overall visualization and alignment. You can specify the column width in pixels ("px") or as a percentage of the table width ("%"). Examples: 20px, 25%.

Visualizing long headers/column content

A column’s content may be larger than the column width set in the Issue Matrix configuration (either because of the header or the column content length, e.g., long words). In that case, the column in the Issue Matrix panel will be expanded and longer than the specified column width in the configuration.

Solution

The column width option works best when there is enough space for all the columns and their content. We recommend splitting a large Issue Matrix into two smaller ones with 4-5 columns each and configuring them in a way that suits your needs. Learn more

When choosing a field for a column in the Issue Matrix panel, the column width initially is set to "Auto." "Auto" stands for automatic sizing, and the column width, in this case, is automatically determined by the browser. If you want to set customized width of a column back to Auto, delete the contents of the Width field.

Sort By

Having issues ordered per your teams’ needs is essential for productive work in Jira. 

You can set a default order for the issues displayed in an Issue Matrix panel. Just choose one or more sortable columns in the Sort by section of the configuration. Only sortable fields are listed in the configuration.

Sort By and JQL Issue Matrices

Sort By option is not available in JQL matrices and the default sort order may be specified via ORDER clauses in the JQL entry directly.

For example, you might choose the Summary and Status columns as a default sort order criteria. Then, after saving the Issue Matrix configuration and opening an issue, you’ll be able to see the issues in the Issue Matrix ordered accordingly.

Sort By and Filter JQL

If you set sorting criteria with the ORDER clause in the Filter JQL section, the Issue Matrix panel visualized in an issue will be empty.

To sort the data in your Sub-task, Epic or Issue Links Matrices, use the Sort By option in the configuration.