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Default Widgets fields

This article explains why and how to modify the default fields and columns that appear in widgets within the Work item View.

Features and use cases

Extend the widget source

When showing a widget for a work item, you can extend the work item to include related parent and child items by configuring the following options in the app settings:

  • Parent work items: Includes the parent of the work item where the widget is added.

For example, if the widget is added to a Story, its parent Epic is added to the report.

  • Siblings: Includes work items that share the same parent as the work item where the widget is added.

For example, this adds other work items under the same Epic, such as additional Stories and their sub-tasks. This option is available only when Parent work items is enabled.

  • Child items: Includes child items of the work item where the widget is added. If Siblings is enabled, child items of the sibling work items are also included.

For example, if the widget is added to a Story, its sub-tasks are added to the report.

Create reports using predefined settings
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You can create a report by clicking Open Pivot Report, as shown in the above screenshot.

The created report inherits the widget settings, including whether they override the app-level settings (defined at the space level) or use the default app-level settings.

For example, a report created from a widget inherits settings such as whether the Completion Rate considers only leaf items and whether the source work items are extended to include parent and child items.

How can you set default widget fields?

A Jira admin can define the default widget fields and columns for all spaces.

To define the default widget contents, follow these steps:

  1. Open the Settings menu in Jira's top navigation bar by clicking the gear icon.

  2. Select Marketplace apps.

  3. Under Pivot Report, click Settings.

  4. On the Pivot Report Settings page, select the Integration tab.

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A Space admin or Jira admin can then customize these fields and columns at the space level by following the steps in the related article.

Configure default Work item Progress Widget contents

  1. In the Defaults for Work item Progress Widget section, click Add Progress to add a progress indicator.

  2. (Optional) Drag a chart using the grid icon (the dotted handle on the left side of the chart card) to change its order when multiple charts are displayed.

  3. (Optional) Click the bin icon on the chart card to remove a chart.

  4. (Optional) Select how to extend the work item where the widget is displayed.

  5. Select how indicators in the widget are sorted:

Values names: Sorts indicators alphabetically.
For example, components in a progress indicator appear in alphabetical order, such as Design, Management, and Web.

Work item count: Sorts indicators from the highest to the lowest item count.
For example, statuses in a progress indicator are displayed based on the number of work items in each status.

Configure default Work item Tree Widget contents

  1. In the Defaults for Work item Tree Widget section, click Add Column to add a column.

  2. (Optional) Drag a column using the grid icon (the dotted handle on the left side of the column card) to change its order when multiple columns are displayed.

  3. (Optional) Click the bin icon on the column card to remove a column.

  4. (Optional) Select how to extend the work item where the widget is displayed.

  5. Select how many levels of the work item tree are displayed:
    None: Displays only the work item where the widget is added.
    One, Two, or Three: Displays the selected number of child levels.
    All: Displays the entire work item tree.

For example, if the widget is added to an Epic and the source work item is extended to include parent and child items, selecting All displays the complete hierarchy. Selecting None displays only the Epic.

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By default, when the app is installed, the Defaults for Work item Progress Widget section has the following settings:

  • Completion Rate, Priority, and Work Type are selected as progress indicators.

  • Progress bars are sorted by count.

  • The source work item is not extended with parent, child, or sibling items.

In comparison, the Defaults for Work item Tree Widget section has the following settings:

  • Work Type, Priority, Key, Summary, and Status are selected as columns.

  • No levels are expanded by default.

  • The source work item is extended only with parent work items.

FAQ

Can you show a custom hierarchy in the Work item Tree widget?

Yes. You can define a custom hierarchy in the app settings by following the steps described in the related article. This affects the following areas:

  • The defined hierarchy appears in spaces and work types where the Work item Tree widget is enabled.

  • The defined hierarchy is used in newly created reports and applied to existing reports configured to use the hierarchy from the app settings.

However, a report owner or report admin can change the custom hierarchy used in their report by following the steps described in a separate article.

Can you disable widgets for all spaces?

No. Widgets cannot be disabled for all spaces at once unless you use the Blacklist feature described in the related article.

This disables all app features for selected spaces, including widgets, the action button in the work item view, and the Pivot Report button in boards.

Alternatively, you can use space settings to disable widgets for specific work types or for all work types within a space.

To restore access, refer to the relevant article:

  • App access: Restore access to the app.

  • Widgets: Restore access to widgets within a space.

Can you set how the Completion rate is calculated by default?

Yes. You can configure how the Completion Rate is calculated by default in the app settings, including whether to consider only leaf items, by following the steps described in the related article.

The selected calculation method determines the default appearance of this progress indicator in widgets, newly created reports, and existing reports that are configured to use the default app settings.

A report owner or report admin can change how the Completion Rate is calculated within the report sidebar.

Also, a space admin or Jira admin can also configure this progress indicator separately for each widget in the space settings.

Troubleshooting

If you have questions or need assistance, contact our support team via email or service desk. Our team is available Monday through Friday (9:00 AM to 7:00 PM GMT+7) to help with technical challenges or discuss improvements.