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Extension for Jira Service Desk

Jira Server
HOSTING
Last updated Jun 25, 2018

Project configuration

Use global configuration

Steps

To use global configuration in the service desk project:

  1. Choose Projects at the top of the screen.
  2. Choose the service desk project you want to configure.
  3. From service desk project sidebar, select Project settings > Dynamic Forms in the Extension for Jira Service Desk section.
  4. Find a field / custom field on the list in the left sidebar (with the globe icon).
    Extension for Jira Service Desk: Global configuration of Dynamic Forms in the project
    Use a global configuration of Dynamic Forms in the project
  5. Set the state of Global configuration to on (this option is enabled by default).
Warning

A global configuration is used in all request types (see Request types column). To change it, set the state of Global configuration to off. The global configuration will be converted to the project one.

Result

A global configuration of Dynamic Forms is available in the current project.

Convert global configuration into project configuration

Steps

To convert global configuration into project configuration:

  1. Set the state of Global configuration to off.
    The Change configuration type dialog box appears.
    Extension for Jira Service Desk: Project configuration of Dynamic Forms
    Project configuration of Dynamic Forms
  2. Choose the option:
    • Edit global configuration: Copy all settings from global configuration and manage them.
    • Create empty configuration: Clear global configuration and configure project configuration.
    • Restore project: Restore project configuration which were created earlier. This option is available if only you had created any project configuration before.
      Extension for Jira Service Desk: Project configuration of Dynamic Forms
      Project configuration of Dynamic Forms
      Extension for Jira Service Desk: Project configuration of Dynamic Forms
      Project configuration of Dynamic Forms

Result

A global configuration of Dynamic Forms has been changed into project configuration.

Add a new configuration

To add a new project configuration of Dynamic Forms:

  1. Click the plus icon in the left sidebar.
    Extension for Jira Service Desk: Project configuration of Dynamic Forms
    Project configuration of Dynamic Forms
    The Add Field / Custom field to configuration dialog box appears.
  2. 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: Project configuration of Dynamic Forms
    Project configuration of Dynamic Forms
  3. Click Add.
    Selected Field / Custom field is added to the list.
  4. 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.
    • Request types: Select in which request types selected configuration will be used.
      Note
      Select all allows to select all available request types. If you add a new one to the service desk project, you must add it to this configuration manually. Apply to all applies all request types currently configured for the particular project, so the configuration is always up to date.
    • Actions: Click the trash icon to remove settings of selected option.
      Extension for Jira Service Desk: Project configuration of Dynamic Forms
      Project 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 project configuration of Dynamic Forms is added to Jira.

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