Additional custom field for project

Janice Sawali June 16, 2021

Hi, 

We'd like to add custom fields for our project but current access doesn't allow it.

Could you let us know how you were able to add custom fields or what access is needed? Thank you.

Regards,

Janice Sawali

2 answers

1 vote
Trudy Claspill
Community Leader
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June 16, 2021

Hello @Janice Sawali 

Welcome to the community.

Are you working with a Company Managed project or a Team Managed project? It will say which at the bottom of the navigation pane on the left.

The process described by @Paloma Fondon Araujo applies only to a Company Managed project. Also, there are additional steps required to add the new fields to the Field Configuration and Screens used in your project.

For Team Managed projects the process of adding custom fields is entirely different.

Janice Sawali June 16, 2021

Hi Trudy,

It's a team managed project but seems I have limited access as administrator.

JIRA view.png

It's actually for a client of ours so our access is very limited, trying to identify their JIRA administrator for now.

Regards,

Janice

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 16, 2021

@Janice Sawali 

The screen image you pasted is for a Company Managed project, not a Team Managed project.

There are different levels of administrative access. There are JIRA Administrators, who can make changes to elements that might be changed between projects, like creating custom fields, creating and modifying workflows, screens and such. There are also Administrators for each Project who can make limited project-specific changes such as creating Release Versions and Components. Project Administrators don't have access to add new custom fields nor change the workflows/screens that are used by a project.

To access Jira Administrator functions you would go through the Settings (gear icon) option next to your avatar on the menu bar, as shown in Paloma's reply. It looks like what you have actually accessed in your screen image is Project Settings.

0 votes
Paloma Fondon Araujo
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June 16, 2021

Hi @Janice Sawali 

You need to be a Jira administrator to be able to create custom fields or make a request for a Jira administrator to create them.

Regards.

Janice Sawali June 16, 2021

Hi Paloma,

Thanks for the prompt response.

I do have admin access but still unable to add the custom field.

Could you share the steps on how you add your custom fields?

Thank you.

Regards,

Janice

Paloma Fondon Araujo
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June 16, 2021

Hi @Janice Sawali 

To create a Custom Field you must follow these steps:

Create Custom Fields.PNG

Click on create Custom Fields:

Create Custom Fields 2.PNG

Select the type of Custom Field you want to create and nd finally include it in the screens you need.

I hope it helps you
Greetings

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