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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 Apr 8, 2024

Presets

A preset is a set of rules and actions created in global configuration that you can reuse for multiple screen schemes.

The main benefit of this feature is that it saves time as there’s no need to configure each screen scheme separately from scratch. You can use a common configuration for multiple screen schemes.

To enable presets you need to create one first in global configuration.

Steps

  1. Navigate to Apps > Manage your apps > Dynamic Forms > Preset management.

  2. Click +Add new preset.

    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. Name your preset and click Save.

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

  4. A new preset is added, click Edit actions to configure it.

    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. Add rules that you need as you would in a custom configuration and click Save.

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

Your preset is now ready to use in a screen scheme.

Warning

Make sure the screen scheme in a project you want to apply the preset matches the original preset screen scheme.

  1. Enable issue types, navigate to the screen scheme you wish to apply the preset to and expand the Options tab.

  2. Click Configuration type.

    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. Select a preset you want to use.

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

Results

The preset has been applied to the screen scheme.

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

Preset rules can only be edited in global configuration.

To delete a preset, expand Options, navigate to Preset details and click Delete preset.

Dynamic Forms for Jira - delete a preset
Dynamic Forms for Jira - delete a preset