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Variables & Forms

Variables & Forms

This instruction applies to Jira Cloud and Data Center version 2.3.0 and later. For old versions instructions, click here.

Variables & Forms is a powerful feature. It may drastically simplify working with the templates and adding necessary information on the go.

Here you can find information about variable usage in your Jira issue templates.

New Feature! 🚀 Variables just got better!

What’s changed?

  • Introduced a separate “Form & Variables” page to manage Variables easily

  • Introduced a simple way to insert Variables into the issue field

  • Introduced an ability to sort variables and preview their presence on a Form

Introduction

What is a Variable

A variable is a specific container whose value can be defined during the Jira issue creation from the saved Template.

What is a Form

A "Form" is a structured interface where users can input values for predefined variables during the creation of a Jira issue from a saved template. The form facilitates the process by presenting fields for each variable, guiding the user to enter the necessary information in an organized manner. This ensures that all required data is collected before proceeding with the issue creation.

A form is present on the second step of the issue creation (or applying) from the template process when there’s a variable present.

Available variable types

Variable

Availability

Variable

Availability

Short text

available

Long text

available

Number

available

Date

available

Select dropdown

available

Multiselect dropdown

available

User

Coming soon

If you are missing any variable type and need some specific custom variable or Jira field to be filled upon issue creation - let us knowhttps://appliger.atlassian.net/servicedesk/customer/portal/1

Variable properties

You can add a description to every variable. It may serve as additional instruction to the user on filling in a particular variable while Jira issue creation.

It is also possible to define if the variable is optional or required. The required variable field name will be rendered with the red sign “*” on the Variables form and won’t let the user proceed to the next step until the variable value is filled

image-20240319-122447.png

How to create a Variable

  • Navigate to the Template

  • Click “Form & Variables” menu item

  • Click “Add Variable” and choose the Variable type you want

    2. add variable select.png

     

  • Fill Label and Description, add the Default value, and choose if you want it to be Required

  • Click Create. A new variable will appear in the list