Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

How do you customize the fields shown as default when creating an idea?

Kevin
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 15, 2024

When creating an idea, these fields are shown by default: Summary, Description, Goal, Effort, Roadmap, Documents

I don't want to have the Effort and Roadmap shown at default because that will usually be left blank until further discussions. How do I remove them in the default view? I still want to keep them as fields but not in the create idea view. Also there are fields that I would like to add that are not there.

I am looking something similar with Jira where you can customize the screen by choosing different fields.

1 answer

1 accepted

Suggest an answer

Log in or Sign up to answer
1 vote
Answer accepted
Doug Rhoten May 15, 2024

To control the fields shown on the create idea form, I created a new view called "Idea Creation Form" and then under Project Settings > Create ideas I selected this view to base the form on.

Screenshot 2024-05-15 at 10.05.38 AM.png

Michael Seguin May 15, 2024

I second Doug - the only downside to this is that if you are in a table view of JPD ideas, and click to add a new row (create idea), the template won[t be applied by default... only when you use the top level 'create idea' button does the template inherit by default.

TAGS
AUG Leaders

Atlassian Community Events