We're updating our terminology in Jira

'Issue' is changing to 'work item'. You might notice some inconsistencies while this big change takes place.

Set up the request form and issue view for a request type

Request types appear to your customers and team members in two different ways:

You can choose which fields are visible on the request form and work item view by customizing the fields of your request types.

Customize the fields of your request form or work item view for a request type

You must be a project admin to customize fields on request types.

  1. From your service project, select Project settings, then Request management, then Request types.

  2. Select the request type you want to customize.

  3. Select Work item view, or Request form.

  4. Add, remove, and rearrange fields as desired:

    • to add a field, drag and drop it into your desired location from the panel on the right

    • to remove a field, drag and drop it into the panel on the right

    • to rearrange fields, drag and drop them into your desired order

  5. When configuring your Request form, you can also:

    • change the display name of the field in the request form under Display name

    • add a description to your field under Display description

    • automatically fill out a field and hide it from customers in the request form (and portal) by checking the box next to Use preset value and hide from portal

    • make it compulsory to fill out a field by checking the box next to Required (some fields are required by default)

  6. Select Save changes.

Keep in mind

  • Adding a field to a screen will make it appear in the work item view for all request types that share the same work type. You’ll need to manually remove the field from any request types where it’s not required.

  • Any changes you make to a screen will affect all work types that use that screen.

  • Custom fields added to a request form need values entered against them to be visible on the requests shown in your portal. Otherwise, the custom field won’t be available for your customers to view from the portal.

This page applies to company-managed projects only.

Read more about the difference between company-managed and team-managed projects.

 

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