Jira Forms Customization

Meghan Graham
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July 11, 2024

Hi! Is there a way to populate form fields based the response to an initial field? We have a customer intake form, but need to populate some questions based on the customer completing the form. I was hoping there was a way that Jira could populate a form based on the user (email or IP they are coming from), but it does not appear that is the case. We can not disclose client names to other clients so a drop down or toggle would not work. My next thought would be a scenario where client fills in Client Name (Customer) and if it matches X, then X fields populate. If it matches Y, then Y fields would be visible. 

 

Can anyone help? TY!

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Christopher Yen
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July 11, 2024

Hi Meghan,

In regards to having conditional visibility of fields based on prior field values that can be done using Forms in JSM (Project Settings > Forms) You can add sections with conditional visibility and then add the fields you'd like within that section. After it's setup then attach the form to the request type

2024-07-11 13_09_14-Window.png

 

Auto populating fields based on previous values is a little more difficult and requires scriptrunner. I personally avoid using scriptrunner because it becomes difficult to manage with multiple admins in one environment but I found a link that touches on a similar question with an answer. 

https://community.atlassian.com/t5/Jira-questions/Conditionally-set-field-value-based-on-other-field-value-on/qaq-p/460864

 

Hope this helps!

Meghan Graham
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July 12, 2024

@Christopher Yen thank you for your response. When I go to add a condition, the Field to select under "When" has no criteria to select, even though my form is built.  Can you advise as to what I may be doing wrong? Thank you!Screenshot 2024-07-12 092520.png

Christopher Yen
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July 12, 2024

Hi @Meghan Graham

Move the section below the field you'd to select under When. It will only show the fields that are above the section

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