Global configuration

Steps

To set configuration:

1. Go to Jira Administration > Manage apps.

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

3. Click Create Dynamic Forms.
   

   

   
   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.
   • Custom fields from the Insight app can also be selected as Master fields.

5. Click Add.
   

   

   
   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. Turn on the toggle 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 the following fields provided by Elements Connect are supported: Live Text, Live User, Snapshot Date, Snapshot Datetime, Snapshot Text.

   • Required: Turn on the toggle to make the field/custom field (defined in the Related field) required.

   • Default value: Turn on the toggle to keep default value from the field/custom field (defined in the Related field).

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

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:

• 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.

Add a new global configuration

Steps

To add a new global configuration of Dynamic Forms:

1. Click the plus icon in the left sidebar.
   

   

   
   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.

   

   
   The Go to project configuration dialog box appears.
2. Select project from the list.
   
   Note

   This list stores only service projects.
3. Click Go.

   

Result

The global configuration is converted into the project configuration.

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