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

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Last updated Jan 4, 2019

Import configuration

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:

  1. Go to Jira Administration > Add-ons > Dynamic Forms in the Extension for Jira Service Management section.
  2. In the left sidebar click .
  3. Select Import configuration.
    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management
    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management
    The Choose import type dialog box appears.
  4. 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.

  1. Click Next.

    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management by choosing the import type
    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management
    The Import settings dialog box appears.

  2. 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.

  3. Drag a .JSON file with configuration or click Browse and select a file.

  4. Click Preview.

    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management
    Import a Dynamic Forms Global Configuration with Extension for Jira Service Management
    Check if configuration is correct. You can add new related fields or modify existed one.

  5. Click Publish to save changes.

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

Result

A global configuration is imported from .JSON and saved on your Jira instance.

Import project configuration

Steps

To import project configuration:

  1. From service project sidebar, select Project settings > Dynamic Forms in the Extension for Jira Service Management section.

  2. In the left sidebar click .

  3. Select Import configuration.

    Import a Dynamic Forms Project Configuration with Extension for Jira Service Management
    Import a Dynamic Forms Project Configuration with Extension for Jira Service Management
    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.

    Your Jira instance (old configuration) Data from imported .JSON file (new configuration)
    ALL Empty
    Empty Empty
    Empty Get IT help
    Empty ALL
    Get IT help Empty
    Get IT help Report a system problem
    Get IT help, Report a system problem Request a new account, Set up VPN to the office

  4. Follow Import global configuration from step 4.

    Note

    In case of project configuration, it is necessary to select how you want to match request types.

Result

Project configuration is imported from .JSON and saved on your Jira instance.

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