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Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

Customize the fields of a request type

The fields and descriptions that appear in a request type are based on how you configure screens in Jira. If a field is not available, a Jira admin must add it to the screens for the associated issue type (see Add field types to a request type below).

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

To customize fields for a request type:

  1. From your service project, go to Project settings () > Request types.

  2. Select the request type you want to customize.

  3. In the Agent view tab, drag and drop fields to rearrange the order, select Add fields to add a new field or drag and drop fields to Hidden to hide them. This will change what fields appear on the issue view.

  4. In the Request form tab, drag and drop the fields to rearrange the order or select Add fields to add a new field. You can also choose if fields are required to be filled in and you can add instructions for fields. This will change the fields that appear in the portal.

To add a link to the Request form help and instructions field, use HTML formatting.

For example, to insert a link that displays the text ‘Example’ and goes to example.com, you should enter:

[Example|http://example.com]

This will appear as Example.

Add field types to a request type

To make fields available for request types, you need to add new fields to their associated issue types. To do this, you’ll need to edit the screens for that issue type (this is what determines the layout for an issue).

You must be a Jira admin to add fields to a screen.

To add fields that don't exist yet, you’ll first need to add a new custom field.

To add field types to a request type:

  1. From your service project, go to Project settings () > Request types.

  2. Select the request type you want to customize.

  3. Select Agent view, then View issue screen. A new browser tab will open.

  4. Select the field you want to add from the dropdown at the bottom of the page.

    • To make the field appear on the request form, go back to the request type, select Request form, and then Create issue screen. A new browser tab will open. Select the field you want to add from the dropdown at the bottom of the page.

  5. Go back to the request type.

  6. Select Request form, then Edit (), then Add a field.

  7. Select the field you added in step 4, and then select Apply.

The new field should now be visible in the issue view and the request form.

Adding a field to a screen will make it appear in the issue view for all request types that share the same issue type. You will need to manually remove the field from any request types where it is not required.

Changing screens will affect all issue types that use that screen.


This page is for company-managed projects

If the lower-left of your service project sidebar says you're in a team-managed project, check out these team-managed project articles instead.

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

 

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