Integration Templates

Navigate to Administration → Templates → Integrations to manage integration templates.

Integration templates helps you to define and manage integration definitions. An integration in Serviceboard is represented by a system (e.g. Jira Cloud, Sharepoint, MS Teams or any other system that provides REST API).

As the name describes, we are defining a system in general (e.g. Jira Cloud), not a specific instance of Jira Cloud yet.

This way, you can have just one integration definition and reuse it for as many systems or environments of the same type as you need, without reinventing the wheel again.

Service Templates

Navigate to Administration → Templates→ Services to manage service templates.

Service templates helps you to define and manage service definitions.

Service Types

Workspace

A service that results in creation of a workspace (e.g. Jira Project, Sharepoint Space..) and you can navigate to it by visiting a specific URL.

Automation

A service that just performs an action - automation (e.g. generate a report..).

Request

You can use the following format to use dynamic inputs (taken from what a user enters into the form):

param=#{fk_fieldkey}

Response

Process the data received on the response and store its values (e.g. in form of workspaces).

This is applicable only to the Workspace service type, and after each successful execution of the service, a new workspace is created in the section Home → My Workspaces or Projects → PROJECT NAME → Workspaces.

Additionally to dynamic inputs mentioned in the Request section above, you can use also JSON path or a fixed variable:

#{fk_integration_base_url} -> returns the URL of an integration instance
${$.xxx} -> parse the JSON response to get a value

Fields

Fields is a feature which allows administrators to add additional information when creating a new enterprise project. You can manage the fields from Administration → Templates → Services → SERVICE NAME → Manage Fields.

Fields can be set as optional/required, hidden/visible and can depend on each other.

Field Types

The following field types are available:

• String
• Text
• Number
• Single Select
• Multi Select
• Checkbox
• Radiobutton
• Date
• External (fetch data in real-time via REST API)
• Group Picker
• User Picker (fetch users from LDAP)
• Secret (hidden by default)

Default Values

Default values help you to prefill selected field values when a user opens a service form. This is especially useful for hidden fields. Default values can be defined globally or per Project Category.

Service Categories

Service Categories help you organize services into meaningful buckets and used later for filtering or configuring default form values.

Navigate to Administration → Templates → Services → Service Categories to view or create a new service category.