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remove "Summary" from Forms

Maurice Summers October 2, 2023

Hello.  We just migrated to a team-managed Jira Work Management board. 

We are using Forms to generate issues from Stakeholders.

  • It is incredibly problematic that the Summary field is on the Forms.
  • I am fine with the field having a default value that we can update to the proper value with automation.
  • I am not fine with making my users type in nonsense that I'm going to delete.
  • Quite frankly I'm fine with literally any solution that removes Summary from the Form.

Some other post shows that it can be "hidden from the customer portal" but I guess we use a different version of the software because I don't have that option.

image.png

 

Ultimately though, the issue type is fine, all I care about is the Form

image.png

2 answers

1 accepted

2 votes
Answer accepted
Mikael Sandberg
Community Champion
October 2, 2023

Hi @Maurice Summers,

Welcome to Atlassian Community!

There is no way around it that the summary field has to be on the form, summary is a system field and will always be required. What you could do is change the name on the form to something else like this:

Screenshot 2023-10-02 at 1.23.14 PM.png

The posts that you have seen where summary is hidden only applies to Jira Service Management, where you can hide fields on the request form by giving them a default value. 

Maurice Summers October 2, 2023

I get that you don't work for Atlassian and you're just trying to be helpful.  So I came back up to the top of this comment to say in a more reasonable tone.   I appreciate you, I really do. 


 

High, excuse the negativity but this is bad software.

Can you please explain the nature of this requirement?

Why is this only available in Service Management, but not Work Management?

What could possibly be the fundamental difference between managing work and managing service that makes it fundamentally unreasonable to require "work requests" to have a summary (on the Form), but "service requests" need no such thing?  What possible benefit could be gained from explicitly restricting the ways I can tailor the forms?

This seems like a simple feature request that causes a lot of pain for a lot of users over a lot of years.

In a less rhetorical way, am I being unreasonable here?  Because I am flabbergasted.

Mikael Sandberg
Community Champion
October 2, 2023

There is a suggestion to add the functionality to be able to hide summary on the form, JWMCLOUD-413, and the only thing I can suggest is that you go and vote for it. 

Maurice Summers October 2, 2023

I shall!

Maurice Summers October 2, 2023

And again, I appreciate your help.

Moon January 31, 2024

Hi @Mikael Sandberg ,

May I know where I can find the 'Use preset value and hide from portal' checkbox for the 'Summary' field in the Request Type?notHidden checkbox.png

Please assist and advise on this matter. I appreciate your kind response.

Mikael Sandberg
Community Champion
January 31, 2024

Hi @Moon, You can only hide fields from the request form if you are using a Company-managed project, it cannot be done in a team-managed one.

Moon February 2, 2024

Hi @Mikael Sandberg , I am trying to use company-managed, but I cannot add my new form to my request type project.

Mikael Sandberg
Community Champion
February 2, 2024

This should probably be its own question.

Are you talking about Forms or the request form? The request form is project specific and cannot be used across projects.

0 votes
Maurice Summers October 2, 2023

It appears Jira's software lacks the feature I need at this time.

For posterity sake I'm exploring two workarounds:

My first option is to make the Form overly complicated..

  1.  Create a different simple text field
  2.  Don't include it in the form
  3.  Re-name Summary to the new fields name
  4.  Use automation to copy the summary to the new field
  5.  Overwrite the Summary

My other option is abandon Jira Forms and use Microsoft Forms, then use Power Automate to make Jira's.

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