Setting up custom fields

Leonardo Zevallos Guzman
Contributor
November 8, 2023

Good afternoon, I am using Jira Work management and I want to create custom fields and have them replicated in all new projects that I create.
I went to this route: Configuration / Incidents / Fields / Custom fields. I created them but when creating a project they do not appear. I would like to know if I have to do additional configuration or if more detail is needed.

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Nic Brough -Adaptavist-
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November 8, 2023

Welcome to the Atlassian Community!

There are two types of project you can create in Cloud - Company-managed and Team-managed.

In both cases, you need your new field to have a "global" context, so that it is available to all projects and issue types.

Your new field will be included in Company-managed projects automatically, if you share the configurations that put it on screens with the new projects, rather than creating them with their own configuration.

For Team-managed projects,and for CMPs where you use a template, you are going to need to add the field from the global list every time you create a new project.

Leonardo Zevallos Guzman
Contributor
November 9, 2023

And how do I configure the projects so that these custom fields appear automatically when creating new incidents in new projects? If you could give me a guide I would greatly appreciate it.

Nic Brough -Adaptavist-
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November 9, 2023

For CMPs, once you have added the field to the shared create and edit issue screens, it will appear when you create or edit.  You don't need to do anything else.

For TMPs, you will have added it when you were setting up the project's issues, which again, then makes it available on create and edit.

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