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Extension for Jira Service Desk

Jira Server
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Last updated Jun 12, 2018

Global configuration

Global configuration of Dynamic Forms is automatically shown in the project configuration.

Warning

Before you start, log in as a user with the Jira Administrators global permission.

Add a first configuration

Steps

To add a first global configuration of Dynamic Forms:

  1. Go to Jira Administration > Add-ons.
  2. Select Dynamic Forms from the menu in the Extension for Jira Service Desk section.
    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms
  3. Click Create Dynamic Forms.
    The Add Field / Custom field to configuration dialog box appears.
  4. Select Field / Custom field to configure.
    Note
    Supported Jira fields: Priority and Components. Supported custom field types: single select, multi select, cascading select, dynamic select (provided by Dynamic Forms for Jira app), radio buttons, and checkboxes.
    Note
    Click the link to create new custom field. You will be redirected to Jira Administration > Issues > Custom field
    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms
  5. Click Add.
    Selected Field / Custom field is added to the list.
  6. Select Context and configure the following:
    • Option: Select the option which will be a trigger for Dynamic Forms.
      Note
      Fields available in the Option are related to the previous chosen field / custom field. Change them by going to Jira Administration > Issues > Custom fields.
    • Related field: Select the field / custom field which will show up after selecting the option (defined in the Option).
      Note
      All Jira fields and standard custom field types are supported. They are added to the configuration with a context named Default Configuration Scheme for …, which is created automatically when you add a new custom field to Jira. From version 6.0.5 fields provided by nFeed app are supported: nFeed Field, nFeed - Date Field, and nFeed - DateTime’ Field.
    • Required: Set the state of switch to on to make the field / custom field (defined in the Related field) required.
    • Default value: Set the state of switch to on to keep default value from the field / custom field (defined in the Related field). This is the value when it is first displayed to a user.
    • Actions: Click the trash icon to remove settings of selected option.

Extension for Jira Service Desk: Global configuration of Dynamic Forms
Global configuration of Dynamic Forms
Warning

Remember to set the state of switch to on to make the configuration enabled. To make it disabled, set the state of switch to off. Configuration will be saved as a draft.

Tip

To add a new related field, click Select related field to start typing and press Enter to confirm.

Result

A global configuration of Dynamic Forms is added to Jira.

Add a new configuration

To add a new global configuration of Dynamic Forms:

  1. Click the plus icon in the left sidebar.
    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms
    The Add Field / Custom field to configuration dialog box appears.
  2. Follow Add a first configuration from step 4.

More actions

Click the three dot icons to discover more actions.

  • Collapse / Expand all: Hide / Show all rows by one click.
  • Clear configuration: Clear all related fields with their settings and start building configuration from scratch.
  • Delete configuration: Delete all configuration for selected field / custom field. It will be removed from the list in the left sidebar.
    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms

Next steps

To convert global configuration into project configuration and make any changes, go to the appropriate project.

  1. Click here in the description.
    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms
    The Go to project configuration dialog box appears.
  2. Select project from the list.
    Note

    This list stores only service desk projects.

    Extension for Jira Service Desk: Global configuration of Dynamic Forms
    Global configuration of Dynamic Forms
  3. Click Go.

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