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Dynamic Forms for Jira

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Last updated Dec 24, 2018

Import and Export

This section provides information on how to import and export Dynamic Forms configuration.

You can import configuration of Dynamic Forms from .json file. This is helpful when importing configuration to another Jira instance.

Warning

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

Import configuration

The import allows to add configuration saved in a .json file. It is possible to add the imported configuration to the existing one (no settings will be removed). It also allows to remove existing configuration and replace it with a new one imported from the file.

The view generated after filling the form is only a preview. You will be able to edit it. After that remember to publish the imported configuration (you can also discard it).

Steps

To import configuration:

  1. Go to Jira Administration > Add-ons.
  2. Select Dynamic Forms from the menu in the Dynamic Forms section.
  3. In the left sidebar click •••.
    Dynamic Forms
    Import Dynamic Forms configuration
  4. Select Import configuration.
    The Choose import type dialog box appears.
  5. Select Type of import:
    • Add imported configuration to the existing one (no settings will be removed)
    • Remove existing configuration and replace it with a new one
      Tip

      We strongly recommend to create a back up your configuration by exporting it to a .json file.

      Dynamic Forms
      Import Dynamic Forms configuration

  6. Click Next.
    The Import settings dialog box appears.
  7. Select how you want to match custom fields / contexts / options.
    If you import it from the same Jira instance as the target one, use „Match by ID” option. If you have two different instances of Jira, it would be impossible to match custom fields from .json file by IDs. Each instance has different custom field’s numbering, so that Jira can’t match them. The solution is to create Dynamic custom fields with the same names in second instance and import dynamic custom field’s configuration from the first Jira instance. Then, the system match dynamic custom field’s by name and easily import configuration. If your target Jira instance is different, use „Match by name” option.
    Note
    Remember that custom field’s name must be the same. Each space is treated as an extra mark.
    Note

    Jira fields, such as Priority or Components, are matched automatically by ID.

  8. Drag a .json file with configuration or click Browse and select a file.
  9. Click Go to preview.
    Check if configuration is correct. You can add new related fields or modify existed one.
    Dynamic Forms
    Import Dynamic Forms configuration
  10. Click Publish to save changes.
    Dynamic Forms
    Import Dynamic Forms configuration

Result

Configuration is imported from .json and saved on your Jira instance.

Export configuration

You can export configuration of Dynamic Forms to .json file. This is helpful when importing configuration to another Jira instance or creating a back-up.

Warning

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

Steps

To export configuration:

  1. Go to Jira Administration > Add-ons.
  2. Select Dynamic Forms from the menu in the Dynamic Forms section.
  3. In the left sidebar click ••• > Export configuration.

Result

Configuration is exported to .json file which is saved on your computer.

A file naming convention provides the following elements: feature (Dynamic Forms - DF), date (DD_MM_YYYY), time (HH_MM). For example: DF_30_07_2018_15_02.json.

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