Customize forms

You can select which fields are included in forms. You can fill in forms automatically with autofill templates.

Overview

The fields that are listed by default in each form are defined at the space or workspace level. For details, see Design forms.

This feature allows users to override the default settings, and choose which fields are listed in their forms.

For example, you can choose to display the Owner field when you create new user stories. Similarly, you can choose to hide fields that are not relevant to your work.

Your selected fields are applied each time you open the same form.

    Note:
  • You can select different fields for 'new' and 'edit' forms.
  • The customizations are specific to you, and do not affect other users.

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Add or remove fields in a form

This section describes how to add or remove fields from a form.

To edit a form:

  1. Create or edit an entity such as a defect, user story, or test.

  2. In the form, click the Customize fields button located in the top right corner.

  3. Use the checkboxes to add or remove fields from the form. The Customize fields button shows an orange gear , indicating that changes have been made to the default fields.

    Any fields you add that are not among the default fields are displayed in the More section.

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Fill in fields automatically

You can create autofill templates that help you fill in new items with predefined field values.

Example: In a data set for a user story, you can include a list of tasks in the Tasks to generate field. Those tasks will be automatically created in every story that you create using this data set.

To save an autofill template:

  1. Fill in an Add <item> form with the field values that you want to repeat.
  2. At the top of the form, click Save as template.

  3. Choose a name for the template, and select whether you want to share the template with other users.

    You can also select the template as a default. The next time you create a new item, the template will automatically be applied.

To apply an autofill template:

If you defined a default template, the template is applied automatically when you create a new item.

Alternatively, you can select the autofill template that you want to use. The fields are automatically populated with the template values.

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