Manage your form fields

You have the flexibility to include and customize certain fields in your projects' forms.

Add fields to your form

Drag and drop the field you’d like to include in your form. The fields available in the (issue) type but not added to the form, are on the right side of the forms page.

Remove fields from your form

To remove fields from your form:

  1. Select the Remove icon in the field box.

Or alternatively, you can:

  1. Drag the field over to the Fields sidepanel.

Edit form field name

You can rename each of the field names to suit your form’s purpose.

To rename a form field from the form builder:

  1. Drag and drop the field you’d like to include and edit in your form.

  2. Hover over the field you want to rename.

  3. Select the current field name.

  4. Enter what you’d like to name that field.

  5. Press enter or select the confirmation icon .

Your new form field name will be what is visible on the form when shared.

The original field name will remain visible only to you when editing the form, and will remain on the issue after the form information is submitted.

Edit form field description

You can add and edit a description for form fields to add more instructional details to each form field.

To add a form field description:

  1. Hover over Add a description in the field you want to add.

  2. Select Add a description and enter what you’d like.

  3. Press enter or select the confirmation icon .

Your new form field description will be what is visible on the form when shared. This will not change the field description from project settings.

Make form fields required

To make fields required or optional for the form submitter to enter:

  1. Select the field you’d like to update. Options to edit the field will appear.

  2. Select the Required toggle to switch between required or optional. Next to the field name, a red asterisk will appear if required, and disappear if optional.

You can also make fields required from project settings for the (issue) type. If a field is required for the (issue) type, it must be added to a form. If a field is optional for the (issue) type, you can make it required from the form builder.

System fields supported in forms

Summary: This field is for recipients to enter the summary of the issue. This should provide an overview of the task at hand.

Description: This field is for recipients to enter more details to describe your issue.

Attachment: Enables recipients to attach files and images.

Due date: Indicates when the issue is due.

Priority: This field is to indicate the level of priority for the issue created.

Labels: This field allows you to informally categorize an issue using keywords or tags to easily distinguish them.

Custom fields supported in forms

These are the custom fields you can currently add:

  • Assignee

  • Affected services (software projects)

  • Category

  • Components (software projects)

  • Compass components (software projects)

  • Date picker

  • Date time picker

  • Group picker (single groups)

  • Group picker (multiple groups)

  • Labels

  • Number

  • Parent

  • People (team-managed projects)

  • Radio buttons

  • Select list (cascading)

  • Select list (multiple choices)

  • Select list (single choice)

  • Sprint (software projects)

  • Story points (software projects)

  • Text (multi-line)

  • Text (single line)

  • URL field

  • Versions (software projects)

You may want to include more details in your forms than the default fields. Project admins can set up additional custom and system fields that can be used in your form for your project. Once you’ve added the custom fields to the issue type scheme, you’ll need to set up the custom fields.

Still need help?

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