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Accessing Configuration

Formify is set up per project, in the project's settings. Each project has its own rules, so changing one project's forms never affects another. Only the people who configure rules need extra permissions: the rules run for everyone who opens the form.

Open Formify​

In your project, open Space settings and select Formify under Apps.

You need the Administer spaces permission in the project, or Jira admin rights. If you don't see Space settings, or Formify is missing under Apps, ask your Jira admin for access or to install the app (see Installation & Setup).

The field list​

Formify under Apps in Space settings, showing the Create Issue tab with the list of fields, their types, screens, work types and rule counts

The field list on the Create Issue tab

The tabs at the top are the screens a rule can work on: Create Issue, Issue View and Transition. Projects with a customer portal also get a JSM Portal tab. A rule belongs to one screen, so a rule made on Create Issue does not change the issue view. In a team-managed project there are no tabs: one list covers creating and viewing work items.

Each row is a field from the project's screens, with its type, the screens and work types it appears on, and how many rules it has. Use the search box or the Screen, Issue type and Rules filters to narrow the list.

Select a field's name, or Configure rules in its ⋯ menu, to open its rules.

A field's rules​

Due date field page with the Field Information and Behavior Overview cards and an empty Visibility tab with the Add Rule button

A field with no rules yet

The two cards at the top show the field's details and how many rules are active. Below them, Rules has one tab per kind of rule: Visibility, Options, Required, Value, Read-only, Description, Name and Validation. Which tabs you see depends on the screen and the field type; Options, for example, only appears on fields with a list of options to choose from. Each tab has its own Add Rule button.

Visibility tab with one rule: Hide due date when Priority equals High, scoped to Bug

A saved rule on the Visibility tab

Each rule is a card that reads as a sentence, such as "Hide due date when Priority equals High", with its scope and conditions underneath. The card's ⋯ menu holds:

  • Edit rule to change it.
  • Disable to stop the rule without losing it. The card is marked DISABLED, and Enable turns it back on.
  • Move up and Move down, when a tab has more than one rule.
  • Delete rule to remove it.

Return to fields takes you back to the field list.

Next steps​

Quick Start GuideBuild and test one rule in about five minutes.Managing RulesEdit, disable, reorder and remove rules as your forms change.