This page provides information on importing configuration of Dynamic Forms.
You can import configuration of Dynamic Forms from .JSON file what is especially useful when you want to import configuration from another Jira instance or another service project.
Import global configuration
Warning
To import global configuration, log in as a user with the Jira Administrators global permission.
Steps
To import global configuration:
Go to Jira Administration > Add-ons > Dynamic Forms in the Extension for Jira Service Management section.
In the left sidebar click ….
Select Import configuration. Import a Jira Service Management Dynamic Forms Global Configuration
The Choose import type dialog box appears.
Select Type of import:
Add to existing configuration (no settings will be removed).
Replace existing configuration.
Tip
We strongly recommend to create a back up your configuration by exporting it to a .JSON file.
Click Next.
Import a Jira Service Management Dynamic Forms Global Configuration
The Import settings dialog box appears.
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 your target Jira instance is different, use Match by name option.
Note
Jira fields, such as Priority or Components, are matched automatically by ID.
Drag a .JSON file with configuration or click Browse and select a file.
Click Preview. Import a Jira Service Management Dynamic Forms Global Configuration
Check if configuration is correct. You can add new related fields or modify existed one.
Click Publish to save changes.
Import a Jira Service Management Dynamic Forms Global Configuration
Result
A global configuration is imported from .JSON and saved on your Jira instance.
Import project configuration
Steps
To import project configuration:
From service project sidebar, select Project settings > Dynamic Forms in the Extension for Jira Service Management section.
In the left sidebar click ….
Select Import configuration. Import a Jira Service Management Dynamic Forms Global Configuration
The Choose import type dialog box appears.
Note
If you select Add to existing configuration and the same configuration as you want to import (the same: master field, context, option, related field) already exists in the Jira instance, a new configuration is imported depending on the request types.
For example, your service project comes pre-loaded with request types:
Get IT help
Report a system problem
Request a new account
Set up VPN to the office
Onboard new employee
Fix an account problem
Get a guest wifi account
The following table presents in which situation configuration from .JSON file is added.
