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How to create Dynamic Custom Fields in Jira Service Desk Cloud


Karolina Lasoń - 20 December 2018 - 0 comments

How to create Dynamic Custom Fields in Jira Service Desk Cloud

Extension for Jira Service Desk is our flagship app available on the Atlassian Marketplace. From the incentive of Marketplace, this product has been providing the most wanted features improving security, usability and appearance of Server instances on Jira Service Desk. Earlier this year, we became founding partners of Data Center Approved Apps program by Atlassian and added support for Jira Data Center with all features of the app, including displaying more issue details on the Request Detail Viewbuilding dynamic request formsbundling custom fields, and more grained permissions for various elements. Recently, as an answer to many questions from our clients, we released the Cloud version of the app. For now, its functionalities are limited to the configuration of Dynamic Forms, but we’ll be adding more features known from the Server version to that in no time.

Why dynamic request forms are a hit

The shorter the request form, the better the user’s understanding of what we need from them. We already proved that point when we wrote about improving the customer journey through Jira Service Desk Server. To provide support of the highest quality, we need to ask our clients as clear and precise questions as possible. Of course, we can do it natively in Jira Service Desk Cloud by adding appropriate custom fields to the request type. However, it will also make the form longer which isn’t that great for both us and the customer. The users don’t want to spend their precious time on endless scrolling through the request form that requires many details because for example, they wanted to report a bug in their app.

Default vs dynamic request form in Jira Service Desk Cloud

Default and dynamic request forms in Jira Service Desk Cloud

Dynamic Forms enable us to avoid such a situation by shortening the form. We don’t have to worry about the length of the request form, because we know that the suitable fields will show up after the customer chooses the appropriate option in the previous question. It’s a simple top-down approach which makes it easier for the users to go from general to particular details about their problems.

Dynamic request forms already proved its value on Server instances in Jira Service Desk. Let’s use them on Cloud as well.

3 easy steps to create dynamic custom fields

The configuration of Dynamic Forms on Cloud is quite different from the one on Server. The main difference is that while in the Server version of the app, we configured only the main Dynamic Field and added the appropriate custom fields in the Request types, in the Cloud version we manage both the main Dynamic Fields and the ones that respond to it in Dynamic Forms for Customer Portal in the Project Settings. We can set all the fields and options there, and set up which custom fields are required and which ones should be displayed after selecting an option or providing a specific value on the previous step. Meaning that once we’re finished with Dynamic Fields in this configuration panel, we don’t have to go back to the Request types to add the same custom fields to the form.

Similarly to Server, the configuration is effortless. However, we recommend to configure dynamic forms which are Hidden from portal. Every change on a request type is automatically saved and visible on the Customer Portal.

To create Dynamic Forms on Cloud instances, we need to:

  1. go to Issues in Jira Settings and create custom fields to the request form;
  2. in Project settings, go to Dynamic Forms, choose the request type, click Manage Fields and select the custom fields created beforehand;
  3. set:
    1. validators if a field is required among others options depending on the field type,
    2. conditions for each field to define which option or value provided in the previous step will display it.

Dynamic Custom Fields in Jira Service Desk Cloud

Configuring dynamic custom fields on Jira Service Desk Cloud

Moreover, we can copy configured fields defined in the request form or in another Dynamic Form and use markdown to add Field help, for example when we want to list additional information, place a helpful table, graphic or link. We need to remember that for now this configuration doesn’t support some of the field types, including: Attachment, Priority, Assignee, Issue Links, User Picker and Multi-User Picker. Also, we should avoid adding the custom fields used in the Dynamic Forms to the request type in the Request Types configuration. Otherwise, we’ll see a notification about problems with the setting in the configuration panel, and if we ignore it, the users will see it as well with additional information to contact the Customer Portal admin.

Currently, we’re working on adding more fields such as Attachment as a Dynamic Fieldenabling displaying SLA metrics on the Request Detail View, and some more validators and conditions, among others. Stay tuned to get the latest news about upcoming features!

If you’d like to learn more about Extension for Jira Service Desk Cloud, take a free 30-day trial from the Atlassian Marketplace or read our documentation. You can also book a live demo via Calendly, if you’d like to see the app in action. Stay tuned for more!

Also published on LinkedIn and on the Atlassian Community.

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