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Extension for Jira Service Management
Cloud Server/Data Center
Extension for Jira Service Management

Cloud

Server/Data Center
Documentation
FAQ
Release notes
Migration path
Integration
Last updated May 30, 2024

Project Configuration

Understand how to configure Bundled Fields in service projects.

As a project administrator, you can decide about Bundled Fields which are displayed in requests to your Customer Portal users. It’s possible to add bundles to your projects’ issue types so that they’re assigned to the related request types and used in requests on the Customer Portal.

Adding bundles to request types

To add Bundled Fields to request types from a selected service project, after creating and configuring your bundle with the use of Global configuration, assign your bundle to the selected project and its request types by using Issue view extension available in Project settings. For details, watch the Quick Guide or follow the below steps.

Quick Guide

Steps

Note

Before you start configuring, log in as a user with Jira Administrators project permissions. For more information, see Atlassian documentation.

  1. Go to Project settings > Apps > Issue view extension.
  2. Click on the bundle you wish to configure.
  3. Turn on the toggle to add your bundle to the selected issue type.
    Note
    • Bundled Fields added to the issue type with assigned request types will be visible in Issue View and displayed as a part of the Customer form fields section.
    • Bundled Fields added to the issue type with no assigned request types will be visible in Issue View and displayed as a part of the Additional fields section.
  4. Select request types for which you wish to add your bundle.
Tip

Once your bundle is assigned to the particular request type, you can perform additional actions:

  • Click Edit form next to the request type name to navigate to Project Settings > Customer form extension for that request type.
  • Click Customer Portal to see how your bundle will be displayed on the Customer Portal.
  • As a Jira administrator, you can click Configure to go to the global configuration of the selected bundle.

Result

Your bundle is added to the selected request type. It will be included in the related request form visible on the Customer Portal.

Info

Bundled Fields are displayed as the last items included in request forms.

Removing bundles from issue types

You can quickly remove the configured Bundled Fields from a chosen issue type and all related request types. For details, watch the Quick Guide or follow the below steps.

Quick Guide

Steps

  1. Go to Project settings > Apps > Issue view extension.
  2. Click on the bundle you wish to remove.
  3. To remove the bundle from the chosen issue type and all related request types, turn off the toggle.
  4. Click Remove to confirm the action.

Result

Your bundle is removed from the selected issue type and all related request types. It can’t be used in all requests of the selected issue type by your Customer Portal users.

Removing bundles from request types

To learn about removing bundle only from the selected requests types, watch the Quick Guide or follow the below steps.

Quick Guide

Steps

  1. Go to Project settings > Apps > Issue view extension.
  2. Click on the bundle you wish to remove.
  3. To remove the bundle from the selected request types, expand the issue type section.
  4. Click the Bin icon next to the request type name that you wish to remove.

Result

Your bundle is removed from the selected request type. It can’t be used in requests using the selected request type by your Customer Portal users.

Info
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