Custom Fields

What is the Custom Field Module?

The Custom Field module allows Message Panel to function as a native Jira custom field rather than a display panel. Instead of appearing in fixed locations (sidebar, activity feed, etc.), the message is embedded directly in a custom field — visible on issue create, edit, transition, and view screens.

This is ideal for delivering contextual guidance, warnings, or dynamic information exactly where users interact with issue data.

How It Differs from Panel Modules

  Panel Modules Custom Field Module
Location Fixed positions (sidebar, activity, context) Custom field area on issue screens
Visibility Issue view only Create, edit, transition, and view screens
Configuration Global per project/issue type Per field context (project + issue type combination)
Setup Enable module → create config Create Jira custom field → add to screens → configure per context
Modal support Yes (Issue Panel) No

Setup Guide

Step 1: Enable the Custom Field Module

  1. Go to AppsMessage Panel Settings
  2. Click the Module Settings tab
  3. Enable Message Field (Custom Field)
  4. Click Save Settings

Module Settings — Custom Field enabled

Step 2: Create a Custom Field in Jira

  1. Go to Jira AdministrationIssuesCustom Fields
  2. Click Create custom field
  3. Select the Message Field field type
  4. Enter a name and description for the field
  5. Click Create

Tip: You can create multiple Message Field custom fields for different purposes (e.g., Form Instructions, Compliance Notice, Priority Guidance).

Step 3: Add the Field to Screens

Add your new custom field to the Jira screens where you want it to appear:

  1. Go to Jira AdministrationIssuesScreens
  2. Select the relevant screen(s):
    • Create Screen — field appears when creating issues
    • Edit Screen — field appears when editing issues
    • View Screen — field appears on issue view
    • Transition Screen — field appears during workflow transitions
  3. Add your Message Field custom field to each screen

Step 4: Configure the Field

  1. Go to AppsMessage Panel Settings
  2. Select the Custom Fields tab
  3. Select your custom field from the dropdown

Custom field selector dropdown

  1. Choose a field context (project + issue type combination)
  2. Configure the message content, data source, and display options
  3. Click Save

Custom field context configuration


Field Contexts

Jira custom fields use contexts to define which projects and issue types the field applies to. Message Panel leverages these contexts to provide different configurations per context.

This means you can show:

  • One message for Bug issues in Project A
  • A different message for Story issues in Project A
  • Yet another message for all issues in Project B

Each context has its own independent configuration — data source, message template, display conditions, and formatting.

How Contexts Work

  1. When Jira displays the custom field, it determines which field context applies based on the current project and issue type
  2. Message Panel looks up the configuration for that specific context
  3. The configured message is rendered and displayed in the field

Note: If no configuration exists for a context, the field displays as empty.


Display Modes

Issue View (Read-Only)

On the issue view screen, the custom field displays the rendered message as a read-only field value. It appears alongside other custom fields in the issue detail section.

Custom field on issue view

Create and Edit Screens

On create and edit screens, the custom field displays in the form alongside other fields. This is ideal for:

  • Showing form-filling instructions
  • Displaying warnings or compliance notices
  • Providing context-sensitive guidance based on the selected project or issue type

Transition Screens

When configured on a transition screen, the field appears during workflow transitions. Use this to:

  • Show transition-specific instructions
  • Display warnings before status changes
  • Provide checklists or reminders

Configuration Options

Custom field configurations support the same options as panel configurations:

Option Description
Data Source Empty (message only), Linked Issues, or JQL Query
Message Template Dynamic content using template syntax
Message Format Plain text, HTML, Markdown, or ADF
Display JQL Conditional display based on JQL (issue view only)
User Fields Filter Show only for users in specific fields (issue view only)

Note: Display JQL and User Fields conditions are only evaluated on issue view screens, not on create/transition screens where the issue does not yet exist.


Automatic Cleanup

Message Panel automatically manages custom field configurations:

  • When a custom field is deleted in Jira, its configurations are automatically disabled
  • When a field context is removed, the associated configuration is disabled
  • Orphaned configurations (where the field or context no longer exists) are marked as disabled and can be cleaned up

This prevents stale configurations from accumulating and ensures the system stays in sync with your Jira custom field setup.


Limitations

  • Display conditions limited on create screens — JQL and User Fields conditions only work on issue view, not on create/transition screens
  • One configuration per context — Each field context has a single configuration (unlike panel modules where multiple configs can target the same module)
  • Screen configuration required — The field must be added to Jira screens manually; enabling the module alone is not sufficient

Next Steps