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Enable in projects

Configure fields and screens

Creating and using personas

Post-Install

Note: You must be an administrator to finish the installation.
First configure which projects you want to add Personas to by entering the app configuration and selecting either "All Projects" or the specific projects you would like to enable. Then click "Save ".
Configure projects
Configure projects
In the custom field configuration you should see a new custom field called "Persona".
Configure custom field
Then associate this field with the screens that you wish to use Personified.
Associated field
Select the screens.
Select screens
You should now see the "Persona" custom field on the screens you selected. For example, below is the edit issue screen with the "Persona" field showing.
View screens
As this stage there are no personas to choose from - please continue to Project Admin below to add personas.
No selectable personas

Project Admin

In a project that has "Personified" enabled enter into the project settings.
Project settings
Under the Apps section you will see the Personas.
Project Apps
Click "Add" to add a new persona.
Add Persona
Add more persona
The new persona is NOT YET available in your screen.
Available
Now you can edit the persona details.
Edit Persona
Edit Details
Click the image to upload a new icon.
Upload image
Select a url or use a data url to embed a svg or base64 encoded image.
Enter url
Click "Test" to make sure the image loads correctly. Then click "Submit" to save the image.
Test image
Change the "Selectable" value to allow this persona to be selected in the enabled screens.
Selectable persona
Clicking "Delete" will delete the persona. The persona is unable to be deleted if it is being used by an issue - the error message contains a link to see which issues are using this persona.
Delete persona

Issue Usage

The personas should now be selectable within enabled screens.
Selectable persona
Select persona
Within a view issue screen you should see the person as a normal field (in the right hand panel).
View persona field
Click the "..." to add the Persona app to this screen.
Add persona app to screen
You should now see the persona box with the details of the selected persona shown.
Persona box
Persona box details
There is no link between the description written - all data is based on the custom field this may mean that you user stories just got 33% faster to write.
Description
If an incorrect persona was selected or the persona changes then simply select another.
Change persona
The persona box should automatically update with the new persona details.
Auto update

Search

Searching for personas is easy in simple mode with all possible personas displayed.
Simple search
In advanced mode, you can search for individual properties of a persona, for example, Persona Folder.
Adv mode search properties
Or simply search for the persona name.
Adv mode search

Licensing

Once installed click "Get Started".
Get Started
If an update exists the App Manager should let you know and allow for updates.
Updates