Let's configure multilevel cascading custom field.
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For all of the following procedures, you must be logged in as a user with the Jira Administrators .
Go to Issues > Custom fields.
Create a new custom field of type Multilevel Select. You will find it in the advanced section.
Click "Contexts and the default value" next to the custom field that has already been created.
Click Edit custom field config.
Create as many options as you need. Each parent option represents a separate selection.
To create a dependent select, click Options to open and configure a new level.
Click Save to save changes.
a) Company-managed project
To add a custom field in a company-managed project, you can do it from the custom field level with Screens and context and then add or remove the associated screen.
You can get the same result by adding a custom field to the list in Screens options on the left menu in Issue global settings.
⚠️ To add a custom field to the company-managed project, you must be a global admin.
b) Team-managed project
In a team-managed project, go to the project settings -> issue types -> Search for field -> and add a custom field where needed.
⚠️ You can do it as project admin.
If you would like to set this custom field as required on the create issue screen, check this option when setting up options.
Go to Issues > Custom fields.
Find the custom field you want to set as required or create a new one.
Click "Contexts and the default value".
Click Edit custom field config.
In the left corner, there is the Settings drop-down. Choose the Set fields required.
If you mark the checkbox, the user must fill in all selects visible on the dialog.
⏰ To save time, you can add several options to a level at once.
Click Add options in bulk on the level to which you want to add options. Notice that this option adds options to the list; it is not a replacement (it does not remove existing ones).
On the dialog, type in each option in a separate line. Use Enter to jump to the next line. Remember that the option’s name must be unique.
Click Add to add options to the list.
Click Save to save changes in the custom field.
You can change the position of options within a level. Hover over the drag-and-drop icon on the left side, grab the option, and move it anywhere. You can also click on the icon above the options and sort them alphabetically. Clicking the icon again will reverse the sort order.
If you don't need an option but don't want to lose data already written in issues, disable it. Don't delete it!
Go to the option that you want to disable.
Click Disable.
Click Save to save changes in the custom field.
The disabled option is not available in the user's selection, and neither are its children. However, you can turn it on at any time by clicking Enable.
Let's check how to use it on the create issue view and customer portal.
