Bulk Operations

Export Configurations

Save configurations as JSON file:

  1. Go to AppsMessage Field Settings
  2. Click Bulk Operations tab
  3. Select configurations to export
  4. Click Export Selected or Export All

The exported file contains all selected panel configurations and custom field configurations in JSON format.

Tip: Export configurations before making major changes as a backup.


Import Configurations

Load configurations from JSON or CSV file:

Import Configurations

  1. Go to Bulk Operations tab
  2. Click Import
  3. Choose file format (JSON or CSV)
  4. Paste file content
  5. Click Validate to review
  6. Confirm import

Note: Imported configurations with duplicate names will be renamed automatically.

Note: Export and import includes custom field configurations alongside panel configurations.


JSON Format Reference

The JSON export uses the following structure:

{
  "configurations": [
    {
      "name": "Configuration Name",
      "description": "Optional description",
      "enabled": true,
      "module": "jira:issuePanel",
      "weight": 0,
      "context": {
        "projects": ["PROJ1", "PROJ2"],
        "issueTypes": ["Bug", "Story"],
        "portals": [],
        "requestTypes": []
      },
      "dataSource": {
        "type": "jql",
        "jql": "project = PROJ AND status = Open",
        "maxIssues": 50,
        "rowsPerPage": 10
      },
      "message": {
        "renderType": "html",
        "content": "<p>Message content</p>",
        "messageType": "custom",
        "messageTitle": ""
      },
      "display": {
        "showName": true,
        "showDescription": true,
        "showCount": true,
        "showJqlLink": false,
        "displayJql": "",
        "displayCondition": "",
        "userFields": []
      },
      "modal": {
        "enabled": false,
        "buttonText": "",
        "buttonAppearance": "default",
        "modalSize": "medium",
        "autoOpen": false,
        "showOncePerIssue": false,
        "modalAppearance": "default",
        "closeButtonText": ""
      },
      "fields": {
        "tableFieldIds": [],
        "displayFieldIds": []
      },
      "linkedIssues": {
        "linkTypes": []
      }
    }
  ]
}

Key Fields

Field Description
name Unique configuration name (max 100 characters)
enabled Whether the configuration is active
module Display module identifier
weight Display order (lower = first, negatives allowed)
context Project, issue type, portal, and request type filters
dataSource.type "jql", "linkedIssues", or "empty"
message.renderType "text", "html", "markdown", or "adf"
message.messageType "custom", "info", "warning", "error", "success", or "change"

CSV Format Reference

The CSV export includes the following columns:

Column Description
name Configuration name
description Configuration description
enabled true or false
module Display module
weight Display order weight
projects Comma-separated project keys
issueTypes Comma-separated issue type names
dataSourceType Data source type
jql JQL query (if applicable)
maxIssues Maximum issues to load
rowsPerPage Rows per page
renderType Message render type
message Message content
messageType Section message type
messageTitle Section message title
displayJql Display JQL condition

Note: CSV format is useful for bulk reviewing and editing configurations in a spreadsheet application. For full configuration fidelity (including all options), use JSON format.


Validation Details

When importing configurations, the Validate step checks:

Check Description
Name uniqueness Detects duplicate names across existing and imported configurations
Required fields Ensures name and module are present
Module validity Checks that the module identifier is valid
JQL syntax Basic JQL syntax validation (if applicable)
Field limits Validates field counts don’t exceed limits
JSON structure Validates the JSON/CSV structure is well-formed

Name Conflict Resolution

When an imported configuration has the same name as an existing one:

  • The import tool flags the conflict during validation
  • You can choose to rename the imported configuration (a suffix is added automatically)
  • Existing configurations are never overwritten during import

Migration Between Instances

Use export/import to migrate configurations between Jira instances (e.g., dev → staging → production).

Migration Workflow

  1. Export all configurations from the source instance
  2. Review the exported JSON for environment-specific values:
    • Project keys - must match on the target instance
    • Issue type names - must match on the target instance
    • Custom field IDs - may differ between instances
    • Portal IDs - will differ between instances
  3. Edit the JSON if needed to adjust values for the target environment
  4. Import into the target instance
  5. Validate and review the import preview
  6. Test imported configurations with real issues

Tips for Migration

  • Project keys: Keep project keys consistent across environments when possible
  • Custom fields: Use field names instead of IDs in templates when possible - names are more portable
  • JQL queries: Review parametric JQL for environment-specific references
  • Portals: JSM portal IDs will need to be updated manually after import
  • Module settings: Module enable/disable settings are not included in export - configure these separately on each instance

Duplicate Configuration

Create a copy of existing configuration:

  1. Click menu on the configuration row
  2. Select Duplicate
  3. New configuration created with “(Copy)” suffix

Bulk Enable/Disable

Enable or disable multiple configurations at once:

  1. Go to Bulk Operations tab
  2. Select configurations using checkboxes
  3. Click Enable Selected or Disable Selected

This is useful for:

  • Temporarily disabling all panels during maintenance
  • Enabling a set of new configurations together
  • Testing by toggling configurations on/off

Note: Bulk enable/disable operations also apply to custom field configurations.

Tip: You can also toggle individual configurations using the switch in the configuration list.


Configuration Management

Edit

  1. Click on configuration name or row
  2. Modify settings
  3. Click Save

Delete

Remove configuration permanently:

  1. Click menu
  2. Select Delete
  3. Confirm deletion

Warning: Deletion is permanent. Export configuration first if you may need it later.


Next Steps