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Dynamic Forms for Jira
Cloud Server/Data Center
Dynamic Forms for Jira

Cloud

Server/Data Center

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FAQ
Release notes
Last updated Dec 12, 2023

Configuring rules

Custom configuration is one of two ways to use Dynamic Forms. This chapter guides you through the custom configuration procedure.

Steps

  1. Enable issue types and start a new configuration from scratch.

    Note
    To enable presets you need to create one in global configuration. See presets for details as it’s a different process than custom configuration.
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud

  2. Choose a field from the list and click + Add new rule for this field.

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Note

    Currently, the rules are applied only to the Create screen. Rules are applied from top to bottom so if any rule is matched, then next rules in the hierarchy won’t be applied.

    Tip

    Icons next to the project name indicate selected issue types. Issue types that are grayed out were not enabled.

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
  3. Define a name for the rule.

  4. Click + Add new action and select an action from the list.

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud

    Tip

    You can see added actions in the rule window. Press and hold the bin icon to remove an action.

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
  5. Click + Add condition block to set conditions that trigger the action.

    Each condition has its own editing tools. You can reorder rules and conditions or delete them.

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
  6. Save changes.

Tip

All conditions that are not saved are marked as Draft (visible near the field’s name).

You can:

  • use the Save button assigned to each field’s condition configuration.

  • save changes in bulk by clicking Apply Changes (above the list of fields).

    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
    Dynamic Forms for Jira - extended Jira custom field management for Jira Cloud
Note
Due to the UI Modifications limitations all rules that are configured in the Dynamic Forms for Jira app can only work on the Create issue dialog.

Result

Configuration has been created.

Tip
Open the create screen and trigger rules to check if configuration is correctly configured.