Limiting Dropdown Options

Limiting dropdown options shows only relevant choices in select fields based on context. Instead of overwhelming users with all possible options, rules filter dropdowns to show only valid selections—reducing errors and improving data quality.

Dynamic Screen Rules enables context-aware option filtering for cleaner, more intuitive forms.

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Why Limiting Options Matters

Problem: Dropdowns show all possible options regardless of context. Users see irrelevant choices, leading to invalid selections and data cleanup later.

Solution: Filter dropdown options based on issue type, priority, component, or other criteria. Users see only appropriate choices for their specific situation.

Benefits:

  • Prevents invalid selections - irrelevant options aren't available

  • Faster form completion - shorter dropdowns are easier to scan

  • Better data quality - constrained choices eliminate incorrect values

  • Clearer intent - available options guide users toward correct selections


Supported Field Types

The "Limit Field Options" action works with these field types:

System fields:

  • Priority - Issue priority field

  • Resolution - Issue resolution field

  • Fix Versions - Fix Versions field

  • Affects Versions - Affects Versions field

  • Issue Type - Issue type field

  • Parent - Parent issue field (for subtasks and child issues)

Custom fields:

  • Single Select - Custom select fields

  • Radio Buttons - Custom radio button fields

  • Multi-Select - Custom multi-select fields

  • Checkboxes - Custom checkbox fields

Service Management fields:

  • Request Type - Request Type field (Jira Service Management only)

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Other field types: Text fields, date fields, number fields, and user picker fields don't have options to limit. Use this action only with fields that have predefined option lists.


Basic Pattern: Show Only Specific Options

The simplest option limiting rule shows only certain values when conditions are met.

Example 1: Show Only High Priorities for Critical Bugs

Requirement: Critical component bugs should only allow P1 and P2 priorities

Rule Configuration:

  • Screen: Global Issue Create

  • Target Field: Priority

  • Scope: Bug

  • Condition: Component = "Critical Infrastructure"

  • Action: Limit Field Options

  • Options to show: High, Critical (hide all others)

User Experience:

  • User creates Bug with Component = "Critical Infrastructure"

  • Priority dropdown shows only "High" and "Critical"

  • Lower priorities (Medium, Low) are not available

  • Prevents accidentally marking critical bugs as low priority


Issue Type-Specific Options

Show different dropdown options for different issue types.

Example 2: Different Resolutions for Bugs vs Stories

Requirement: Bugs should have technical resolutions; Stories should have completion-focused resolutions

Rule 1: Bug Resolutions

  • Screen: Issue Transition

  • Target Field: Resolution

  • Scope: Bug

  • Condition: Status = Done

  • Action: Limit Field Options

  • Options to show: Fixed, Won't Fix, Duplicate, Cannot Reproduce

Rule 2: Story Resolutions

  • Screen: Issue Transition

  • Target Field: Resolution

  • Scope: Story

  • Condition: Status = Done

  • Action: Limit Field Options

  • Options to show: Completed, Declined

User Experience:

  • Closing Bug → Resolution dropdown shows technical options

  • Closing Story → Resolution dropdown shows completion options

  • Each issue type has appropriate resolution choices


Status-Based Option Filtering

Limit options based on workflow status to ensure valid transitions.

Example 3: Restrict Fix Versions on Done Transition

Requirement: When transitioning to Done, only allow released versions (not future versions)

Rule Configuration:

  • Screen: Issue Transition

  • Target Field: Fix Versions

  • Scope: Bug, Story

  • Condition: Status = Done (target status)

  • Action: Limit Field Options

  • Options to show: Version 1.0, Version 2.0 (only released versions, hide unreleased)

User Experience:

  • User transitions issue to Done

  • Fix Versions dropdown on transition dialog shows only released versions

  • Prevents marking done work for unreleased versions


Priority-Based Option Filtering

Show different options based on issue priority.

Example 4: Limited Components for Low-Priority Issues

Requirement: Low-priority issues should only route to general support, not specialized teams

Rule Configuration:

  • Screen: Global Issue Create

  • Target Field: Component

  • Scope: Support Ticket

  • Condition: Priority = Low

  • Action: Limit Field Options

  • Options to show: General Support, Documentation (hide specialized teams)

User Experience:

  • User creates Support Ticket with Priority = Low

  • Component dropdown shows only general options

  • High-priority tickets see all components (no limiting rule)

  • Routes low-priority work appropriately


User-Based Option Filtering

Show different options to different users based on role or group.

Example 5: Limited Priorities for Non-Managers

Requirement: Only managers can create Critical priority issues

Rule Configuration:

  • Screen: Global Issue Create

  • Target Field: Priority

  • Scope: All issue types

  • Condition: User NOT in group "Managers"

  • Action: Limit Field Options

  • Options to show: High, Medium, Low (hide Critical)

User Experience:

  • Regular user creates issue → Priority dropdown excludes "Critical"

  • Manager creates issue → All priorities available (rule doesn't apply)

  • Prevents priority inflation; critical issues require manager approval


Multi-Condition Option Filtering

Combine multiple conditions for precise option control.

Example 6: Version Selection Based on Type and Priority

Requirement: High-priority Stories should only target the current release; other priorities can target any version

Rule Configuration:

  • Screen: Global Issue Create

  • Target Field: Fix Versions

  • Scope: Story

  • Conditions:

    • Priority = High OR Priority = Critical

  • Action: Limit Field Options

  • Options to show: Version 3.0 (current release only)

User Experience:

  • User creates high-priority Story → Fix Versions shows only current release

  • User creates medium/low-priority Story → All versions available

  • High-priority work constrained to current release cycle


Practical Use Cases

Software Development Team

Limit priorities for different bug types:

  • Scope: Bug

  • Condition: Component = "Documentation"

  • Action: Show only Low, Medium priorities

  • Result: Documentation bugs can't be marked Critical

Restrict Fix Versions to current sprint:

  • Scope: Story, Task

  • Condition: Sprint = "Current Sprint"

  • Action: Show only versions in current release

  • Result: Sprint work targets appropriate releases

Customer Support Team

Show only customer-facing resolutions:

  • Scope: Customer Request

  • Condition: Status = Resolved

  • Action: Show Resolved, Won't Fix (hide internal options)

  • Result: Customer-facing issues get appropriate resolutions

Limit severity based on customer tier:

  • Scope: Support Ticket

  • Condition: Customer Tier = Free

  • Action: Show Low, Medium severity only

  • Result: Critical severity reserved for paying customers

Release Management

Show only unreleased versions for open issues:

  • Condition: Status != Done AND Status != Closed

  • Action: Show unreleased versions only

  • Result: Open work targets future releases

Limit Affects Versions to recent releases:

  • Scope: Bug

  • Action: Show last 3 versions only

  • Result: Prevents reporting bugs against ancient versions


Best Practices

Show Options, Don't Hide

Configure which options TO SHOW rather than thinking about which to hide.

Approach: List the valid options for the context; all others are hidden automatically.

Example: For critical bugs, show "High, Critical" (don't think "hide Medium, Low")

Combine with Pre-filling

Limit options AND set a smart default for best user experience.

Pattern:

  • Rule 1: Limit Priority to High, Critical for critical component

  • Rule 2: Pre-fill Priority = High by default

Result: Users see only valid options with reasonable default already selected

Don't Over-Constrain

Leave some flexibility unless business rules strictly require constraints.

Good: Limit to 3-4 most common options for specific context Avoid: Limiting to single option (just pre-fill instead)

Test with Real Users

Option limiting can feel restrictive if overdone.

Validation: Have users test forms to ensure they can complete common tasks without frustration.


Common Patterns

Pattern 1: Issue Type-Specific Options

Show different options for different issue types.

Pattern 2: Status-Based Options

Limit options based on workflow stage.

Pattern 3: Priority-Based Routing

Show different components based on priority.

Pattern 4: Role-Based Options

Show different choices to different user groups.

Pattern 5: Multi-Condition Filtering

Combine context for precise control.


Troubleshooting

"Option disappeared but I need to select it"

Check:

  • Does current context match limiting rule's conditions?

  • Is there an active rule constraining the field?

  • What's the current issue type, status, priority?

Solution: Either change context to make option available (e.g., change status), or update rule to include the needed option.

Check:

  • Did the rule configuration specify which options to show?

  • Are the specified options spelled correctly (case-sensitive)?

  • Do the specified options exist in Jira's field configuration?

Solution: Review rule configuration. Verify option names match exactly with Jira field options.

"User says they can't set the field value they need"

Check:

  • Is there a limiting rule active?

  • Does the user's role/context make them subject to restrictions?

Solution: Either expand rule to show needed option, or adjust conditions so rule doesn't apply in this context.

"Options aren't limited when I expect them to be"

Check:

  • Are conditions met?

  • Is rule enabled?

  • Is rule on correct screen?

  • Does scope match issue type?

Solution: Verify rule configuration. Test by checking if conditions evaluate to true.


Supported Fields Reference

Field Type
Examples
Can Limit Options?

System Fields

Priority

Issue priority

✅ Yes

Resolution

Issue resolution

✅ Yes

Fix Versions

Fix Versions field

✅ Yes

Affects Versions

Affects Versions field

✅ Yes

Issue Type

Issue type field

✅ Yes

Parent

Parent issue field

✅ Yes

Custom Fields

Single Select

Custom select fields

✅ Yes

Radio Buttons

Custom radio button fields

✅ Yes

Multi-Select

Custom multi-select fields

✅ Yes

Checkboxes

Custom checkbox fields

✅ Yes

Service Management

Request Type

Request Type field (JSM)

✅ Yes

Not Supported

Text Fields

Summary, Description

❌ No (no options to limit)

Date Fields

Due Date, Created

❌ No (no options to limit)

Number Fields

Story Points

❌ No (no options to limit)

User Picker

Assignee, Reporter, Components

❌ No (use Jira permissions)


Limiting Options vs Other Actions

Understanding differences helps choose the right approach.

Goal
Action
Use Case

Reduce dropdown choices

Limit Field Options

Show only P1/P2 for critical bugs

Hide entire field

Show/Hide Field

Don't show field at all in certain contexts

Set a default value

Set Field Value

Pre-fill dropdown with common choice

Prevent editing

Lock Field

Show dropdown but make it read-only

Require selection

Make Field Required

User must choose from dropdown

Combined example:

  • Show Priority field when Issue Type = Bug (Show/Hide)

  • Limit Priority to High, Critical for critical component (Limit Options)

  • Pre-fill Priority = High by default (Set Field Value)

  • Require Priority before submission (Make Field Required)


Progressive Disclosure: Show fields conditionally; limit options shows field but filters choices

Pre-filling Values: Combine limiting with pre-fill for guided user experience

Dynamic Required Fields: Limit options + require field ensures valid, complete data


Next Steps

Implement your first option limiting rule:

Learn about the action:

Combine with other patterns:

See all use cases:

Ready to implement option limiting? Start with a simple priority or component filtering rule and expand from there.

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