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 space configuration from scratch.
Use a preset configuration.
Create an work type configuration for team-managed spaces.

Warning

If an instance has two applications that affect fields on work items, 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 work types.
Data is saved in Jira by pairing a project and an work type. Screen schemes in a project are used for organizing purposes. Their configuration doesn’t affect other spaces. You need to configure dynamic fields for other spaces for the same screen scheme again manually.

Enable work types

Before you configure rules and actions you need to enable work types 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 work types to the Enabled configuration column to enable configuration for them.

Tip

You can add additional work 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 work types.

Watch the full configuration walkthrough

Dynamic Forms for Jira Service Management