Creating and Managing Formula Fields

A Formula Field automatically calculates values using arithmetic expressions based on other Number fields in Jira.

Formula fields:

• Can be configured as Global or Space (project-specific)

• Are read-only and auto-calculated

• Can be used as App fields

Permission required

Only administrators can create and manage formula fields, with access based on their permission level:

• Jira Administrator (Global level)

  • Can create and manage Global formula fields

  • Can manage Space-level formula fields

  • Has full access across all projects

• Space Administrator (Space level)

  • Can create and manage Space-level formula fields only

  • Cannot manage Global formula fields

Create the Formula field

Global level - Jira Administrator

1. Click on the Apps on the left panel

2. Click the … for the Excel-like Bulk Issue Editor app → App settings

   

3. Click Formula Fields under the Excel-like Bulk Issue Editor app

   

4. Click the + Create formula field button

5. Choose where the field will be available:

   1. Global → Available in all projects

   2. Space → Available only in the selected project

6. Enter field details

   1. Space [Space-level only]
      Select the space to associate

   2. Name
      Example: Remaining Cost

   3. Formula
      Click Insert field to select Number fields in Jira

   4. Select Output Format

      • Number – e.g. 42

      • Currency – e.g. $1,234.56

      • Percentage – e.g. 75%

   5. Description (optional)
      Provide a brief explanation of the formula

   6. Click Create to save the formula field.

Formula configuration rules

Space level - Jira Administrator or Space Administrator

1. Go to the relevant Jira space

2. Open the Space settings page, then select Apps

3. Expand the Excel-like Bulk Issue Editor and then Formula Fields

   

   
   

4. Click the + Create formula field button

5. Enter field details

   1. Name
      Example: Remaining Cost

   2. Formula
      Click Insert field to select Number fields in Jira

   3. Select Output Format

      • Number - e.g. 42

      • Currency - e.g. $1,234.56

      • Percentage - e.g 75%

   4. Description (optional)
      Provide a brief explanation of the formula

Formula configuration rules

7. Click the Create button. Select Number fields in Jira

   1. Select Output Format

      • Number - e.g. 42

      • Currency - e.g. $1,234.56

      • Percentage - e.g 75%

   2. Description (optional)
      Provide a brief explanation of the formula

Managing Formula Fields

From the Formula Fields list page, admins can:

• Enable / Disable a formula field

  • Toggle the switch to control whether the field is active

• Edit a formula field

  • Update:

    • Name

    • Formula

    • Output Format

    • Description

• Delete a formula field

  • Permanently removes the field from the system

Add a formula field as a column

1. Click Column configuration in the Operation Bar Menu

2. Click the “+” (Add Column) button

3. Search for the formula field name

4. Enable the formula field