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Extension for Jira Service Management
Cloud Server/Data Center
Extension for Jira Service Management

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Last updated Oct 6, 2020

Global configuration

Warning

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

Note
  • Global configuration of Dynamic Forms is automatically shown in the project configuration.
  • Remember to add the fields to the issue screen and to the request type.
  • Related fields must be optional in Jira. You can set them as required in the configuration of Dynamic Forms.
  • To check your settings, go to:
    Project Settings > Request Types > Edit fields > Add a field.

Steps

To set configuration:

  1. Go to Jira Administration > Add-ons.

  2. Select Dynamic Forms from the menu in the Extension for Jira Service Management section.

  3. Click Create Dynamic Forms.

    Creating a Dynamic Forms Global Configuration with Extension for Jira Service Management
    Creating a Dynamic Forms Global Configuration with Extension for Jira Service Management

    The Add Field/Custom field to configuration dialog box appears.
    Note
    To add existing Dynamic Forms file from your disk, click Import Dynamic Forms.

  4. Select Field/Custom field to configure.

    Note
    • Supported Jira fields: Priority and Components.
    • Supported custom field types: single select, multi select, cascading select, radio buttons and checkboxes. We also support custom fields provided by Dynamic Forms for Jira app: Dynamic Cascading Select, Dynamic Checkboxes, Dynamic Multiselect, Dynamic Radio Buttons, Dynamic Select.

  5. Click Add.

    Creating a Dynamic Forms Global Configuration with Extension for Jira Service Management is adding a system or a custom field to it. If you can't find the right field on the dropdown list, you might have to create one
    Adding system and custom fields to Dynamic Forms Global Configuration in Extension for Jira Service Management

    Selected field/custom field is added to the list.
    Note

    Click the link to create new custom field. You will be redirected to Jira Administration > Issues > Custom field.

  6. Set the state of switch to on to make configuration available in the global context.

  7. 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 be shown after selecting the option (defined in the Option).

      Tip

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

      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).

    • Actions: Click the trash icon to remove selected fields.

Creating a Dynamic Forms Global Configuration with Extension for Jira Service Management by setting a field option, related field, required and default value option
Extension for Jira Service Management - Dynamic Forms Global Configuration screen
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.

Result

A global configuration of Dynamic Forms is added.

More options

To see more options, click the three dot icons on the right side of the table:

  • 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 a configuration for selected field/custom field. It will be removed from the list in the left sidebar.
Extension for Jira Service Management: Dynamic Forms Global Configuration
Extension for Jira Service Management: Dynamic Forms Global Configuration

Add a new global configuration

Steps

To add a new global configuration of Dynamic Forms:

  1. Click the plus icon in the left sidebar.
    Adding a new Dynamic Forms Global Configuration with Extension for Jira Service Management
    Adding a new Dynamic Forms Global Configuration with Extension for Jira Service Management

    The Add Field/Custom field to configuration dialog box appears.
  2. Follow Add a first configuration from step 4.

Convert a global configuration into project configuration

Steps

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

  1. Click here in the description.
    Converting a global configuration into the project configuration with Extension for Jira Service Management
    Converting a global configuration into the project configuration with Extension for Jira Service Management

    The Go to project configuration dialog box appears.
  2. Select project from the list.
    Note
    This list stores only service projects.
  3. Click Go.
    Converting a global configuration into the project configuration with Extension for Jira Service Management by selecting service project
    Converting a global configuration into the project configuration with Extension for Jira Service Management by selecting service project

Result

The global configuration is converted into the project configuration.

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