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Adding a new field to an existing form

Terence G I'm New Here Apr 01, 2022

I have selected a Template form in Jira Work Management. However I am unable to create a new field and add the field to my form.

I don't have the option of creating a new form. Only existing fields can be selected when using the template.

Can anyone help?

1 answer

1 accepted

1 vote
Answer accepted

Hi @Terence G 

It looks like there are two needs here...

  • How to add a new custom field to a Project, for use on a Form
  • How to create a second Form

 


How to add a new custom field to a Project, for use on a Form

The field needs to be on your Screens (at least, the Create Issue Screen) for it to be used in a Form.

The instructions to do this will differ depending on if your Project is Company-managed or Team-managed. You can confirm this by looking for the type in the bottom left-hand corner of the left-hand Project navigation menu.

If it's Company-Managed, you'll need to be a Jira Admin and then...

  1. Go to Jira Settings (cog icon in top-right) > Issues
  2. Select Custom Fields from the left-hand menu
  3. Press Create Custom Field - and create the field you need
  4. Next, go to Screens from the left-hand menu
  5. Locate relevant Screens for your Project - and add the new field to them

If it's Team-managed, you'll need to be the Project Admin and then...

  1. Go to Project Settings > Issue Types
  2. Select a relevant Issue Type (in use on your form)
  3. Drag a field from the Create a Field menu onto the screen - and fill in the details
  4. Repeat process for all other relevant Issue Types

 

^ Either one of these processes will make the field available on your Work Management Project, and therefore, available for use on the Forms also!

 


How to create a second Form

This should be possible in either Project type...

  1. Go to Forms
  2. If already in a Form, press the Back to all forms option in the top-left corner
  3. Press Create Form to add a second form

 


Let us know if you have any further questions :)

Ste

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