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How to create issues smoothly with Dynamic Forms 4.0 for Jira


Alina Urbaniak - 2 July 2019 - 0 comments

How to create issues smoothly with Dynamic Forms 4.0 for Jira- cover image

Every day we need to plan something in our Jira Software. While doing so, we always try to provide our teammates with brief explanations of their tasks. However, there are situations when we have to include more details in the issue form. Instead of packing all information into a description field, we can use Dynamic Forms for Jira. Features contained in this app make the Create Issue Screen clearer. What is more, once we configure dynamic fields and dynamic tabs, we can use them for the same kind of tasks for a long time. To make our tool even more valuable, we’ve recently launched Dynamic Forms 4.0. In this article, we’ll show what we can find in it.

Dynamic Fields and Dynamic Tabs in Jira Software

When talking about simplifying issue creation, we should mention functionalities which came out in the past releases of the app. One of such enhancements for Jira – Dynamic Fields – enables us to display fields based on another field selection. Dedicated custom fields available for us in this feature are: Dynamic Cascading Select, Dynamic Select, Dynamic Checkboxes, Dynamic Multiselect and Dynamic Radio Buttons.

With Dynamic Forms in Jira, we just select what we need to put in our task rather than write extensive descriptions

With Dynamic Forms in Jira, we just select what we need to put in our task rather than write extensive descriptions

Another great improvement is the Dynamic Tabs feature. Using it, we don’t see all the possible tabs we prepared for tasks because we can configure Tabs Visibility Control field. Then the tabs will be hidden or displayed on the Create Issue Screen – depending on the selected value.

There’s a way to make our task look even clearer and it’s called Bundled Fields. It puts all information previously filled by us in separate fields into one custom field.

Bundled Fields allows to bundle all information into one custom fieldWhat’s new in Dynamic Forms 4.0

Edit mode in Bundled Fields Configuration

To date, we’ve been able to choose how Bundled Fields will be displayed – vertically or horizontally. We couldn’t modify their layout nor sizes, though. Now, under Layout settings in Bundled Fields Configuration, we can see Edit mode option. Turning it on enables us to drag and drop the fields and adjust their sizes. This setting will change our Bundled Fields layout only on the Create Issue screen. But, since we want to have both an easier task creation process and clearer issue view, we need to select Layout in the Alignment field. Then we click Save layout and we’re ready to try our new enhancement out in a project.

For example, we go quite often to the events as exhibitors. We can create custom fields with the names of the gadgets we usually need to have. Then we choose types of fields – like select fields and checkbox field – for possible options. We can also add a Date picker to let our colleagues know when is the event we need to have the gadgets for. Regarding the fact that we have quite a few items and reading all the details located closely to each other may be inconvenient for our colleagues, we can rearrange them a bit using Edit mode.

 In Dynamic Forms 4.0 you can change Bundled Fields layout with Edit mode

Dynamic Forms Visualization

As we’ve already mentioned, while configuring Dynamic Forms, we need to create conditions which custom fields should be displayed after selecting an option in another custom field. It’s easy to get lost in those dependencies, especially if we operate on large issue forms. Dynamic Forms Visualization feature lets us see the relations between our custom fields on a clear dependency graph. If we set that some fields are required, it will be also marked on the visualization.

Let’s say we’re ordering a laptop for our department. After choosing a delivery option, an address and employee text fields appear. Then we choose the license type and select the name of the hardware. We see that we won’t be able to proceed without providing information about the software that we need as well as without the license type.

Dynamic Forms Visualization lets us see the relations between custom fields on a clear dependency graph

Work booster

Dynamic Forms for Jira app makes our work smoother, easier and faster. We don’t have to spend time on writing, again and again, long descriptions for the same kind of tasks anymore. It’s because we know the way to make issue creation form shorter but still comprehensive. We set conditions of displaying dynamic fields and tabs. And in a particular issue type, we can see the relevant custom fields. With the same application, we can visualize dependencies between our custom fields inside a form and take care of the look of our issue view.

If you’d like to learn more about Dynamic Forms for Jira, take a free 30-day trial from the Atlassian Marketplace or book a live demo via Calendly to see the app in action. You can also read more on letting your team work faster and easier in Jira Software:

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