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Dynamic Forms for Jira

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Last updated Dec 10, 2018

Bundled Fields

This page provides information on how to configure Bundled Fields.

A Bundled Fields feature allows to bundle all information into one custom field. This custom field is displayed as additional form.

Note
Bundled field feature supports four types of custom fields: text fields (single and multi-line), select fields, date picker and checkboxes.
Warning

To set a configuration, log in as a user with Jira Administrators global permission.

Add Bundled Field

Before you start configuring Bundled Field, add a new custom field to Jira.

Steps

  1. Go to Jira Administration > Issues.
  2. Select Custom fields from the menu in the Fields section.
  3. Click Add custom field.
  4. Select Deviniti [Dynamic Forms] - Bundled Fields from the list (in the advanced section).
  5. Click Next.
    Bundled Field in Jira Custom Fields
    Bundled Field in Jira Custom Fields
  6. Configure the selection criteria for the field: Name and Description (optional).
  7. Click Create.
    Bundled Field in Jira Custom Fields
    Bundled Field in Jira Custom Fields
  8. Select the checkboxes of the screens on which this custom field will be displayed.
  9. Click Update.

Result

A new custom field Deviniti [Dynamic Forms] - Bundled Fields is added to Jira.

Configure Bundled Field

Steps

To configure a Bundled Field custom field:

  1. Go to Jira Administration > Add-ons.
  2. Select Bundled Fields from the menu in the Dynamic Forms section.
  3. Select a custom field from the list which you want to configure.
    This list contains all Deviniti [Dynamic Forms] - Bundled Fields custom fields which are added to Jira.
  4. Configure the following:
    a. Context: Select in which context of custom field configuration will be set. Each custom field’s context can have own Bundled field’s configuration.
    b. Fields alignment on the view screen: Select how to compose fields: horizontal, vertical or layout. Layout alignment supports settings from step 7.
  5. Click Add new row.
  6. Configure the following:
    a. Field Name: Type name of nested field.
    b. Type: Select type of custom field: text, select, date picker or checkbox. In case of select and checkbox new option is added by clicking New option.
    c. Required: Set the state of switch to on to make nested field required.
    d. Show Label: Set the state of switch to on to show label of nested field (Field Name).
    Tip
    Click Copy to copy nested field with configuration and create new rows quicker.
    Tip
    Use drag-and-drop to re-order nested fields in the list.
  7. In Layout settings section switch Turn on Edit mode to on.
    Now you can change field’s size and location.
    Note
    Fields options (Field Type, Copy, Delete, Add new row, Delete row) are disabled while editing Layout.
  8. Click Save Layout.
Bundled Fields configuration
Bundled Fields configuration

Result

Bundled field has been configured.

Details

Steps

To configure Bundled Field’s details:

  1. Click on the Details.
  2. Complete fields and checkboxes:
    a. Help: Type text which will help user to fill fields.
    b. Default number of rows: Choose default number of bundled field rows. For example, if you select 3 rows, a bundled field will be displayed three times (in 3 rows).
    Note
    You can select max. 25 rows. If you select 0 as a Default number of rows, your Bundled field will generate as an empty state.
    c. Allow user to add new rows during filling the form: Set the state of switch to on to allow user to add new rows during filling the form.
    d. Hide “Delete row” option : Prevent user from deleting rows.
    e. Show label only for the first row (in horizontal alignment).
  3. If your configuration is ready, click Save.
Bundled Fields configuration
Bundled Fields configuration

Result

Bundled Field’s details have been configured.

Example

Show label only for the first row (in horizontal alignment) prevents from repeating field’s labels in case of creating many rows within the issue. If you mark this option as checked, newly created issue will be displayed as in example below:

Bundled Fields configuration
Bundled Fields configuration

If you mark Show label only for the first row (in horizontal alignment) as unchecked, field’s labels will be repeated:

Bundled Fields configuration
Bundled Fields configuration

Using Bundled Fields

Steps

To check how bundled fields work:

  1. Click Create at the top of the screen.
  2. Complete all fields, including the custom field: Deviniti [Dynamic Forms] - Bundled Fields (for example: Address).
  3. Click Create to create a new issue.
    Bundled custom fields in Jira Software
    Bundled custom fields in Jira Software
    Tip
    If you allow user to add new rows during filling the form, a + icon appears below the bundled field.
    Tip
    You can also configure Bundled field in vertical position as in example below.

    Bundled custom fields in Jira Software
    Bundled custom fields in Jira Software

    Example

    Layout settings allows to resize and relocate fields according to your needs. See the example below.

    Bundled custom fields in Jira Software
    Bundled fields in Jira Software

Result

Deviniti [Dynamic Forms] - Bundled Fields (for example: Address) are visible in the issue.

Bundled Fields on the issue view in Jira Software
Bundled Fields on the issue view in Jira Software

Bundled Fields Searcher

Dynamic Forms provides a dedicated searcher. It allows to search issues in Jira which contains a Bundled Fields custom field. There are two options: issue in bundledFieldsDF("", "") (two arguments) and issue in bundledFieldsDF("", "", "") (three arguments).

  • issue in bundledFieldsDF("", "")
Syntax with details Example
issue in bundledFieldsDF(“customfield_name”, “subfield_value”) issue in bundledFieldsDF(“Address”, “Poland”)
It returns all issues which contain Address custom field where one value is Poland.
issue in bundledFieldsDF(“Address”, “”) It returns all issues which contain Address custom field where min. one value is empty.
issue in bundledFieldsDF(“customfield_id”, “subfield_value”) issue in bundledFieldsDF(“customfield_10301”, “Poland”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) where one value is Poland.
issue in bundledFieldsDF(“customfield_10301”, “”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) where min. one value is empty.
issue in bundledFieldsDF(“id”, “subfield_value”) issue in bundledFieldsDF(“10301”, “Poland”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) where one value is Poland.
issue in bundledFieldsDF(“10301”, “”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) where min. one value is empty.
  • issue in bundledFieldsDF("", "", "")
Syntax with details Example
issue in bundledFieldsDF(“customfield_name”, “subfield_name”, “subfield_value”) issue in bundledFieldsDF(“Address”, “Country”, “Poland”)
It returns all issues which contain Address custom field with Country subfield (which value is Poland).
issue in bundledFieldsDF(“customfield_id”, “subfield_name”, “subfield_value”) issue in bundledFieldsDF(“customfield_10301”, “Country”, “Poland”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) with Country subfield (which value is Poland).
issue in bundledFieldsDF(“id”, “subfield_name”, “subfield_value”) issue in bundledFieldsDF(“10301”, “Country”, “Poland”)
It returns all issues which contain custom field with ID = 10301 (in this case: Address) with Country subfield (which value is Poland).
Tip
To find an ID of Bundled Field custom field, go to the Issues > Custom Fields. Select custom field, click Edit, and check URL address. Example: http://192.168.0.84:8082/secure/admin/EditCustomField!default.jspa?id=10301
Note

If you do not see issues that contain Bundled Field custom field, go to the Issues > Custom Fields. Select custom field, click Edit and check Search Template. Bundled Fields Searcher should be set.

Bundled Fields
Bundled Field searcher

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