Configure Conditions

Find out how to configure Conditions for Dynamic Fields

Thanks to the Dynamic Forms feature of Extension for Jira Service Management you can set Conditions for the fields which are dynamic. This allows you to shorten request forms by displaying only the necessary information that is tailored to the individual needs of your Customer Portal users.

Conditions are rules that define whether a field is displayed in a request form based on user input or group membership. You can set multiple rules for a field and organize them into Condition blocks.

Your Condition blocks can include Field conditions as well as User conditions.

Conditions within a block, which pertain fields, are in an “or” relationship, meaning that at least one condition out of the block needs to be fulfilled. Adding conditions which relate to users is optional and appears in an “and” relationship.

Condition blocks are in the “and” relationship, meaning that at least one condition from each condition block needs to be fulfilled.

Field conditions

By adding Condition blocks you can configure conditions for selected fields to define whether a field is displayed in a request form based on user input in previous fields of that form. Determine the field which value you want to compare, add a condition and be sure that your Dynamic Field will be displayed on the Customer Portal if the configured condition is fulfilled.

You can configure the following Field conditions:

*Bear in mind that in order to use Assets 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.

Configuring Field conditions

To learn about the configuration of conditions for a selected field, see the quick guide or follow the below steps.

Quick Guide

Steps

1. In Project Settings > Customer form extension, go to the desired request type and select a field from the Dynamic Fields section.
2. Click Conditions in the Options column.
3. In the dialog box window, which enables you to create new condition blocks, click Add field condition.
4. Select Field which value you want to compare by choosing the field name from a drop-down list.

5. Determine Condition for your field. To select a condition type, use the field’s drop-down list.

6. Choose Criteria to be used for your field condition.

7. Optionally, you can add more conditions for the selected field. In order to introduce an alternative condition, use the Plus icon and configure the fields’ values.

8. To finish the configuration of conditions, click Save.

Result

Conditions for the selected field are set. During raising a request, this field will be displayed if its conditions are fulfilled.

Example

By configuring Field conditions for the Approvers field you can change the visibility of this field based on the input introduced in the previous field, Required hardware.

If the user selects Computer monitor, Laptop and computer monitor or Laptop options in the Required hardware field, the next field, Approvers, will automatically appear on the form to be filled in.

Thanks to the set configuration, users see the additional field on the request form only when it’s necessary.

User conditions

You can decide whether to display the field not only based on user input but also on the basis of the group your users belong to. To make your request forms dynamic, configure conditions in order to show a particular field only to the users who belong or don’t belong to the groups selected in Criteria. Thanks to this feature you can make sure that significant fields are visible to relevant users.

Configuring User conditions

It’s possible to configure a single User condition with multiple criteria for any field included in your form. Currently, you can define all conditions only for the Creator user type which refers to the user who raises a request on the Customer Portal. To learn about configuration, see the quick guide or follow the below steps.

Quick Guide

Steps

1. In Project Settings > Customer form extension, go to the desired request type and select a field from the Dynamic Fields section.
2. Click Conditions in the Options column.
3. In the dialog box window, which enables you to create new condition blocks, click Add user condition.

4. Select a condition type for your condition block. By using the field’s drop-down list, you can decide whether to display the field only to the user who:

• is in one of the groups specified in Criteria.
• is not in any of the groups specified in Criteria.
• is in all of the groups specified in Criteria.

5. Choose the user group(s) which should be used as Criteria for your condition.

6. To finish the configuration of conditions, click Save.

Result

The condition related to the user is set. During raising a request, your dynamic field will be displayed based on whether the configured condition is fulfilled.

Example

By configuring User conditions for the Required hardware field you can limit the visibility of this field and make it accessible only to relevant users.

Thanks to the set configuration only users who belong to the Team leaders and Administrators groups will see the field.

For the users who don’t belong to the Team leaders and Administrators groups the request form will be shorter as they won’t see this field.