Dynamic Forms provides a quantum boost for Jira user experience - both as a feature inside Extension for Jira Service Desk, or as a standalone app for Jira Software. Recently, we've revamped its configuration to make building winning user interfaces and Customer Portals more intuitive. Now you set up a Dynamic Form in 3 simple steps - here's how.
Should your desired Dynamic Form contain any custom fields, you have to create them first. Go to Administration → Issues → Custom fields, hit Add custom field and select the field type. Dynamic Forms supports Single Select, Multi Select, Cascading Select, Dynamic Select, Checkbox and Radio Button field types, both in Extension for Jira Service Desk and standalone. On the next screen, provide the field's name and the options you would like to let your users choose from. After that, add the newly created field to the screens on which they will appear. If you configure the form for Jira Service Desk, you should also add all its custom fields to the appropriate request types in the corresponding Project settings.
Here's the video of what it looks like.
Now you're ready to configure the Dynamic Form itself. The Global Configuration for all your projects is situated in Administration → Add-ons section, and the Project one is under the Project settings of your target project. Hit the blue button to create a new form and choose the master field, and then select the related fields for each of the options. You can make those fields required, keep the default value (if there's one provided in the Custom fields settings) and specify the context for them to appear. If you choose to disable a form, it will remain there as a draft and will be available for later use.
Look how easy it is on the next video.
That's it, you're done! Now your users will fill in the Dynamic Form you created on the Create Issue screen.
Notice how the fields change upon selecting different options on the third video.
This is a follow-up article for the webinar on the latest version of Extension for Jira Service Desk - the most wanted feature bundle for your Customer Portal. Read more about the improvements and new features, or watch the recording.
Dzmitry Hryb [Deviniti]
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