Create a formula field
This feature is currently available as a beta experience. Some functionality might not yet be available in your Jira space. Read more about what’s coming
Formula fields enable you to display calculated data directly on your Jira work items. Instead of manually calculating numbers or tracking information in spreadsheets, you can create custom fields that automatically calculate and display data using fields within a work item. You can use formula fields in the List view, on the board, in JQL search, and in automations.
With formula fields, you can do things like:
Add, subtract, multiply, and divide number fields or integers.
Calculate the average, maximum, minimum, power, and absolute value of any number field.
Round numbers up or down to a specified decimal, or to the nearest whole number.
Calculate remaining budgets and flag overspend on tasks.
Count the number of working days left until a work item’s due date, and show a different text output (like “due soon” or “overdue”) depending on how much time is left.
You can use Rovo to help you write formulas using natural language. Just select Generate formula when creating a custom field, or Fix formula to get suggestions for invalid formulas.
Managing formula fields in a team-managed space
You must have space admin permission to create new fields in team-managed spaces.
Create a formula field via your space field settings
Create a field via your space field settings:
Next to your space’s name in the sidebar, select More actions (), then Space settings.
Select Fields in the sidebar.
Select Add field, then select Create new field.
In the Field type dropdown, select Formula.
Enter a field name and description.
Select a formula output: either number, text, date, or duration.
Enter a formula. If Rovo is enabled, you can select Generate formula to create a formula using natural language. View the list of supported fields and functions for formulas.
Select Format to choose how to display the formula’s output (for example, you could show a duration as days or hours, or a number as a currency).
Select Create field to finish.
Create a formula field from the List view
You can also create a field via the List view:
From your space navigation, select List.
Hover between two columns and select Add column (), then select Create another to open the Create field panel.
In the Field type dropdown, select Formula.
Enter a field name and description.
Enter a formula using the supported fields and functions for formulas, or select Generate formula to create a formula using natural language.
Select Formula output to choose how to display the formula’s output.
Select Create field to finish.
Create a field from a work item
You can also create a field via a work item:
Select any work item.
From the Details section, select Edit fields (), then Create fields.
Edit a formula field in a team-managed space
To edit a formula field:
Next to your space’s name in the sidebar, select More actions (), then Space settings.
Select Fields in the sidebar.
Find the formula you want to edit and select More actions () then Edit field.
Update the formula, then select Save.
You can also edit a formula field from the List view:
Find the column for the field you’d like to edit.
Hover over the column header and select More actions ().
Select Edit field.
Delete a formula field in a team-managed space
To delete a formula field:
Next to your space’s name in the sidebar, select More actions (), then Space settings.
Select Fields in the sidebar.
Find the formula field you want to delete and select Actions (), then select Remove field.
Select Remove field to confirm.
Managing formula fields in a company-managed space
Create a formula field via your admin settings
Start in your Jira company-managed space.
Select Settings () from the global navigation, then select Work items.
Select Fields from the side navigation.
Select Create new field.
In the Field type dropdown, select Formula.
Enter a field name and description.
In the Spaces dropdown, select All spaces to make the field available everywhere, or select a single space to restrict it. You can’t select more than one individual space.
Select a Formula output (the default is Number, but you can change this to currency, percentage, duration, or text.)
Enter a formula. If Rovo is enabled, you can select Generate formula to create a formula using natural language. View the list of supported fields and functions for formulas.
Select Format to choose how to display the formula’s output (for example, you could show a duration as days or hours, or a number as a currency.)
Select Create to finish.
Edit or delete a formula field via your admin settings
Start in your Jira company-managed space.
Select Settings () from the global navigation, then select Work items.
Select Fields from the side navigation.
Find the field you want to update and select More actions (), then select either Edit field or Delete.
A formula can only run using data within a single work item. For example, a formula field on work item A can only calculate the sum of costs already shown on work item A. It can’t calculate costs across work items B or C, etc.
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