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Basic Insert

The Basic Insert generator allows you to automatically add work items to your structure based on values for different Jira fields and other criteria - in much the same way you search for work items in Jira.

Adding a Basic Insert Generator

To add a Basic Insert generator, open the Add menu and select Insert.

Add an Insert Generator

Add an Insert Generator

This will display the Insert generator options. Select Basic Insert.

Configuring the Generator

To customize your Basic Insert, select the criteria you want to use and enter values that should be included. Work Items that contain all the specified values will be added to the structure. You can use as many or as few criteria as necessary to determine which work items should be added to the structure.

To customize the available criteria, click the +More button.

Additional fields selection

Additional fields selection

Limit

The Basic Insert will add as many work items to the structure as fit the criteria you've selected. To limit the number of work items the generator adds, enter an appropriate number in the Limit field. 

The limit can be set to between 1 and 5,000 work items. 5,000 is currently the maximum number of work items that can be inserted with a generator.

Place the generator on

Select where the generator should be placed within the structure hierarchy. The placement of the generator determines its scope. You have three options:

  • Current level - The generator will be placed on the currently-selected level, and work items will be inserted on the current level of the hierarchy.

  • Level below - The generator, and all inserted work items, will be placed on the level below the currently-selected item.

  • Top level - The generator will be placed at the top of the structure, and inserted work items will be added to the top level of the hierarchy.

If a level is grayed out, it means it is not possible to place the generator on that level.

Applying the Generator

Once you've configured your Basic Insert, click Create or Save (if editing an existing generator)The Basic Insert generator will now appear as a new row in your structure, with the added work items placed below it.

Structure with Basic Insert generator

Structure with Basic Insert generator




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