Configuration

This section guides you through the configuration procedure and shows you how to add a rule to configure actions for selected fields.

There are several ways to use Dynamic Forms in a project:

Create a custom configuration from scratch.
Use a preset configuration.
Create an issue type configuration for team-managed projects.

Warning

The Dynamic Forms for Jira app doesn’t support Service Management projects yet.

Warning

If an instance has two applications that affect fields on issues, only the app installed first will function properly.

Info

To set a configuration, log in as a user with Jira Administrators project permission.
Remember to add all configured fields and custom fields to relevant screens and issue types.
Data is saved in Jira by pairing a project and an issue type. Screen schemes in a project are used for organizing purposes. Their configuration doesn’t affect other projects. You need to configure dynamic fields for other projects for the same screen scheme again manually.

Enable issue types

Before you configure rules and actions you need to enable issues that will be available for Dynamic Forms configuration.

Steps

Navigate to Apps > Dynamic Forms.
Click Define rules.

Select the project you want to configure rules for.
Click Go to configuration.

Select screen scheme and expand it.
Drag and drop issue types to the Enabled configuration column to enable configuration for them.

Tip

You can add additional issue types even after the configuration has been created.

Click Configure rules in the upper right corner. The list of all fields that you can define rules for, related to the selected screen scheme, will be displayed.

Result

You can now add and configure rules for the enabled issue types.

Watch the full configuration walkthrough

Dynamic forms for Jira Service Management