Conditional fields on forms

Question

I'm trying to add a condition to a form to show a certain question only if component X is selected. I found a tutorial page outlining how to add conditions, but I'm unable to see where there's any kind of 'add condition' button on the form builder. I am the project administrator. Would anyone be able to post a screenshot of what I'm supposed to be seeing?

Trudy P Claspill · Accepted Answer

Hello @Sheila Connolly

Welcome to the Atlassian community.

Can you provide a link to the tutorial page you found? The page may be incorrect or not applicable to your situation.

What type of project does this concern? Get the project type information from the Type column on the View All Projects page under the Projects / More Projects menu.

I suspect you are working with a Software or Business project, and the tutorial you found applies only to Forms in a Service Management project. Jira (Software and Business projects) uses a different Forms feature set than Jira Service Management. The feature you describe from the tutorial is definitely available in JSM project Forms, but I don't believe it is available for Jira (Software and Business projects) Forms.

Olha Yevdokymova_SaaSJet · Accepted Answer

Hi @Sheila Connolly 
The tutorial you found was likely for Jira Service Management (JSM) forms, which have built-in conditional logic. However, in Jira Software projects, the native forms don't include this conditional functionality.

For conditional logic in Jira Software projects, you'll need to use an add-on like Smart Forms for Jira. Here's how the conditional logic works there:

* Add your form elements - Create your component dropdown and the question you want to show conditionally
* Access Form Logic 
* Add a rule - Click the "+ Add rule" button
* Configure the condition - Set it up as "When [Component field] is [Component X], Then show the following fields" and select which elemets should appear.

Beyond conditional logic, Smart Forms also offers several other advantages for Jira Software projects:

* External sharing - Share forms with people outside your Jira instance via links or embed them on websites
* Flexible data storage - Form responses are stored independently, so you don't need to map every question to a Jira field
* Multi-project support - Use the same form across different projects, unlike native forms that are project-specific
* Advanced validation - Set up regex patterns, character limits, and custom validation rules
* Rich content elements - Add headings, text blocks, embedded content, and file attachments
* Comprehensive reporting - Export responses to Excel/PDF and view aggregated analytics

If you're specifically looking to use only native Jira functionality, you'd need to move to a JSM project to get conditional forms, but that might not be practical depending on your setup and licensing.