How to create health status indicator fields like RAG or traffic light in Jira and Advanced Roadmaps

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要約

When reporting the status of projects, initiatives or other complex and long-running activities, the RAG (red, amber, green — or traffic light) notation is widely used.

Jira and Advanced Roadmaps don't have this feature natively and there are several Apps in the Marketplace that implement this concept in different ways (and vary in flexibility and usability) — though Advanced Roadmaps doesn't support 3rd party specific custom field types (see, vote and comment on JPOSERVER-2669).

This article offers a native alternative making use of the Select List custom field and Unicode characters like 🔴, 🟡 and 🟢. It's less attractive and customizable than the 3rd party apps, as it's just a Select Field with "special" UTF-8 characters or emoji, but should work on Roadmaps and elsewhere until the features below are implemented.


機能リクエスト

The feature request's being tracked through  JPOSERVER-4346 - Getting issue details... STATUS

The feature request to have 3rd party specific custom fields available in Advanced Roadmaps is tracked on  JPOSERVER-2669 - Getting issue details... STATUS


Atlassian Atlas also brings new views into high-level progress tracking and offers native health indicators, too.


環境

Jira 7 と 8 の全バージョン。

JVM and Database must support Unicode characters like 🔴, 🟡 and 🟢.


ソリューション

  1. Create a custom field of type Select List (single choice)
  2. Add options like
    1. Red 🔴
    2. Amber 🟡
    3. Green 🟢
  3. Add the new custom field to the screens you need

Since this is a regular Select List, the available Options can be configured by context. You may use "Off track", "At risk", "On track" instead.

These visual Options are displayed all alike everywhere in Jira, from filter results, dashboard gadgets to Advanced Roadmaps Plans.

Other alternatives making use of HTML tags within the Option texts, like this Community article on using "lozenges", may require to "enable HTML in field descriptions" in Jira and may not render correctly everywhere, like Roadmap Plans and JQL autocomplete.

注意事項

Having just the 🔴 🟡 🟢 "icons" as options — or having them to the left of the text — may look better, but this may bring issues when writing or autocompleting searches and JQL.

As of Jira 8.x, autocompletion works by matching the beginning of the Options so "🟢 Green" won't show up as you start typing "Health = G...". The autocomplete works fine when you haven't inputted the first letter of the option, but if there are many options from the same or several field contexts, the option you're after may not show up in autocomplete/autosuggestion.


最終更新日 2022 年 5 月 23 日

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