Add Dynamic Fields

Instructions on adding Dynamic Fields to request type forms

Extension for Jira Service Management allows you to create dynamic request forms which contain fields that are displayed and validated on the basis of the user input. A dynamic request form is assigned to a request type.

You can tailor Dynamic Fields to best fit each request type. As a result, the process of raising requests on the Customer Portal becomes shorter and more straightforward, while service desk agents receive precise information they need.

The External assets platform fields are supported without filtering, meaning that currently you can display all assets in a Dynamic Form. For more information on asset management in Jira Service Management, see Atlassian documentation.

The size limit for attachment files in a dynamically displayed Attachment field is 512MB. You can’t add multiple attachment files if their total size is larger than 512MB, or a single attachment file of size exceeding the limit.

Steps

To add a Dynamic Field to a request type form:

1. Go to Project Settings > Customer form extension.
2. Select a request type from the Request Types list.
   
   Note

   Request types are grouped into those With Dynamic Fields and Without Dynamic Fields. As soon as the first dynamic field is added, the target request type switches group to With Dynamic Fields. If you delete the dynamic field configuration, the request type appears in Without Dynamic Fields.

3. Select a field which is dynamic.
   a. Click Add a new field to select one field. The field is added automatically after selecting it.
   b. Click Manage Fields to Select all or several fields at once.

   

   

   Info

   Bear in mind that in order to add the Assets custom field and use Assets in Jira Service Management it’s required to upgrade to the Premium Plan and establish your connection with the Assets API. To learn more, navigate to the Connect to Assets API section.

4. [Optional] Type the name of your field in Display name if you want to change it.
5. [Optional] Add Field help to explain what information it requires to be introduced.

   

6. [Optional] Use drag-and-drop to modify the order of Dynamic Fields. Note that the order of non-dynamic fields which are defined in request type can’t be changed.

Result

The selected field which is dynamic appears in the Dynamic Fields section. In a request form, Dynamic Fields are displayed below non-dynamic fields defined in the request type.

The request raised through the Customer Portal which includes Dynamic Forms, is displayed in Issue View with a Customer form extension panel. The Customer form extension panel presents all Dynamic Fields, configured for the particular request type, with submitted values. You can also see which fields have Conditions.

Moreover, service desk agents can edit Dynamic Fields in the Customer form extension panel.

Summary field in Dynamic Form

Due to current Jira Cloud limitations, you can add a Summary field to a Dynamic Form only if it is set as hidden. Moreover, it is necessary to refresh the page after raising a request to see the submitted Summary.

Steps

To add a Summary field as a Dynamic Field for a selected request type:

1. In Project Settings > Request types, click the selected request type.

   

2. Go to Request form.

   

3. Unfold the Summary field section and select Use preset value and hide from portal.

   

4. Provide a preset value and click Save changes.

   

   Note

   Once a reporter raises a request by using the request form with the Summary field as dynamic, they will first see the preset value as their request summary. It is necessary to refresh the page to see the submitted summary.
5. Open the configured Request Type in Project Settings > Customer form extension and add Summary to Dynamic Fields.
   Tip

   You can add Summary to Dynamic Fields by clicking either Manage fields or Add a new field.

   

Result

The Summary field is added to Dynamic Fields. You can now configure Validators for it.

Example

A request form with the Summary field displayed at the bottom of the form as dynamic.

Once a request is raised through a form with the Summary field as dynamic, the reporter sees the configured Summary preset value as their request summary.

It is necessary to refresh the page to see the submitted Summary. The update of the Summary may take a few moments.