Jira issue form. How to manage access and share your form.
Jira issue form. SUBMITTED – A user can submit a form upon completion, signaling to other team members that the form in now complete Sep 5, 2022 · Linking to a Form When you enable the Issue Form setting on a form, it will also create a link to the form. This eliminates manual data entry, reduces errors, and speeds up issue creation. Jul 8, 2025 · This creates a seamless, automated workflow: A "Security Audit" issue is created in Jira. This is useful when you want to collect issues from outside Jira eg. Whether you want to create issues yourself or help other users subm This add-on allows us to place links anywhere, and once the link is clicked and the form is submitted, a new Jira issue is automatically created. The auditor opens the form within the issue and completes the checklist. Agents can change form from internal to external and vise versa. Share a form in Jira Cloud to collect the right information for your team. Find out how to get a link to a form to create work items in Jira Service Management. Additionally, we can also add Smart Jira Forms to our JSM request forms in the customer portal, which allows us to add extra functionality and fields to our forms. Make form completion easy, intuitive, and painless for the user. Creating Issues from Forms A user will now be able to select Issue Forms from the Apps menu on the Jira Home / Solution Paths / IT Service Management / ITSM complete / Working with forms Working with forms Feb 20, 2019 · When users click this trigger tab, a Jira feedback form is created which subsequently creates a Jira issue when they submit the form. Sep 2, 2022 · Understanding Form States A form on a Jira issue will be in one of three states: OPEN – Open forms have not yet been submitted or have been reopened to make edits. This video will walk us through setting up a Power Automate flow that will create a Jira card (issue) from an MS Forms response. By centralizing form submissions within Jira, the Smart Jira Forms simplify workflows and reduce the risk of miscommunication or lost information. Sep 5, 2022 · The ProForma form builder features a Confluence-style interface that’s simple and friendly to use. Mar 7, 2017 · At my organization, we are currently using Confluence and looking into JIRA. Now you can create friendly, attractive forms, following the principles of good form design. Connects Confluence intake to the full power of Jira automation to reduce manual work. Action: Move the issue to the correct project. It's possible to use JQL to find Jira issues which contain ProForma forms. For Jira Service Management Data Center 10. Whether you’re creating request forms in Jira Service Management or setting up custom issue templates in Jira Software, understanding how to create, edit, save, and delete forms is key to streamlining your workflows. You initially set up a Smart Forms for Jira to collect Oct 30, 2024 · How It Works Form Submission with Selections 📋: A user—employee or customer—submits a form with the selection of the relevant department or any other info that may help as detect with automation rule where to send this issue, say Marketing, IT, or HR, a part of the form fields. The Jira work item collector can be used without any additional JavaScript beyond the single line generated in the work item collector administration screens in Jira. In some cases their website is running on HTTPS but JIRA instance is running on HTTP, embedding HTTP content in a HTTPS page will result in some users unable to see the embedded content due to browser blocking mixed content. To set this up I need to add a couple of things including the URL of my Jira instance. Update Existing Issue Fields After form submission, the selected value can automatically update a corresponding Jira issue field. Make the impossible, possible in Jira. Mar 15, 2019 · I want to use Microsoft Flow to create a Jira issue from a Microsoft Form submission. For example, in Purchasing Department's Confluence space they have a page called 'Submit a Travel Request'. Go to the Setting tab and configure the creation of Jira issues through the "Create new issue" option and associate Jira fields with the responses to populate necessary fields. Share intake forms via URL, embed in websites, or add in Confluence. Jun 14, 2024 · Jira Query Language (JQL) expressions are extremely useful for any Jira administrator to conduct searches, build reports and create automation rules. You want Jira Service, it has an internal or external portal with forms to create issues, which are basically a ticket. Visitors to your website do not Find out how to view, add, or edit forms on work items in Jira Service Management. ProForma forms will not impact Jira performance or the configuration of your Jira instance. In Jira, teams use issues to track individual pieces of work that must be completed. Whether you're new to Jira or want to elevate your project management game, this article dives into everything you need to know about issue types, their hierarchy, best practices, Creating Issues from Forms A user will now be able to select Issue Forms from the Apps menu on the Jira navigation bar. To get this out of the way, I am working in a Jira Software project space so the Issue Collector feature will not work. Price: Included with your Jira subscription. Your form is now ready to share. Oct 3, 2018 · View how to set up Dynamic Forms to boost Jira user experience, as Extension for Jira Service Management or a Jira Software standalone app. Jira’s new no-code/low-code form builder makes it easy to build forms for your customer portals. As an example, we have a request type in our internal IT Portal "New Resource Onboarding", which is entered once IT needs to setup all accounts for a new resource. Especially to the demos around creating Jira issues via web service connections. In this guide, we’ll explore the step-by-step process Apr 5, 2025 · Use these tips to create great Jira screens and Jira Service Management request forms. The "Quarterly Security Checklist Form" is auto-added to the issue. Then spread the form the way you need. e- based on dropdown value). Currently, I have an Intake form in Confluence that has been mapped to Jira via email. This is especially useful when working with non-tech teams who are bringing processes into Jira for the first time and want forms/screens that mirror their legacy forms and documents. Example Let’s say a customer raised a request in the portal. It works because issue collector provides HTML/JS embed code Jul 25, 2024 · Want to save yourself and other users time, and reduce context-switching between Jira and Confluence? Rather than hopping between the two and risking losing track, you can easily create Jira issues right from your Confluence page. Context Jira is a very popular issue tracking product. Creating a Form Template To create a form template, go to the forms list (Jira Settings > Manage Apps Sep 25, 2025 · Learn how to find the correct Form ID in Jira Service Management Cloud to manage forms linked to an issue using the Forms API. This feature lets you pull predefined values from Jira work item fields—like dropdowns, checkboxes, and radio buttons—directly into form elements. This guide is for Jira Service Management users responsible for building customer-facing portals and request types. Jan 31, 2022 · The goal of this ticket is to present how to programmatically fill-in ProForma form fields that are part of a Jira issue. Sep 5, 2022 · The user does not have create/edit issue permissions in the project; Or there are required fields on the issue create screen that do not have a corresponding linked field on the ProForma form. Embed Issue Collector in Confluence You can embed issue collector form in Confluence page using HTML & Iframe Macro for Confluence. Seamlessly transfer forms: Move issues between JSM and Jira Software, keeping all submitted form data intact. Suggested Solution It would be helpful if In such instances, users are presented with a warning message and advised to create the issue directly in Jira should they need to complete those fields. How to manage access and share your form. But the field only hide depending on the other fields value (i. Jira Issue Collector allows users to create Jira tickets without logging in to Jira system. Single-choice elements populated from issue fields can update single or multi-choice Apr 17, 2025 · You can't change issue status, assign users, or trigger rules based on form submissions. g. , Task, Bug, Story, Request). If my understanding is correct, this can be achieved through an automation in JSM, configured to clone the issue when a status change occurs or when a form is submitted. I tried the following: {{issue. Permissions required: Browse projects project permission for the project that the issue is in. Ideally, the full rule would: 1. It's ideal for Scrum and Kanban, as well as for multi-team projects in agile-at-scale environments such as SAFe®. You can now include the link in notifications, Confluence pages, etc. One of this plug-ins is ProForma Forms that… Oct 31, 2024 · And each of these requests is a different form, embedded within the lead form through shared form links so that users can jump from one request to another with ease. The request type they raised was configured so that the customer had to fill out some Jira fields, as well as a form. Configuring Issue Creation for Every Request In Smart Forms for Jira, every embedded form has to be set up in such a way that a new Jira issue is created on submission. Click Copy to copy the link to your clipboard. With the new form builder, you can create dynamic forms to collect the information your agents need to provide high-velocity service management at scale. However, it’s very important to have an opportunity to share the forms with people outside of your organization and get a response to the Jira issue. 5 Tips with Smart Jira Forms Smart Jira Forms plugin is available for Jira Software, Jira Core, and Jira Service Management. 3 (and later) license holders, ProForma is free of charge! Explore our ProForma installation and licensing guide ProForma is the form builder for Jira. In Jira, forms help your team create and intake work in a structured, consistent way. Feb 26, 2025 · Imagine you're a Jira administrator responsible for streamlining the way users submit requests. Add rules to set conditional logic for your form. Choose Jira Issue Field you want to pull data from Select “Issue Type” from the list (it may display as Work Item Type after renaming fully appear). Learn how to use forms in Jira Service Management to gather more information from your customers and team. Steps to Follow: Set Up an Automation Rule: Create an API token for the web request process Apr 15, 2025 · Summary This article is about using automation to delete Forms attached to a Jira Issue Environment Jira Service Management Cloud Jira Automation Cloud Cause Currently, it is not natively possible to delete forms using Jira Automation and hence this article is created as a WorkAround for Feature Request JSDCLOUD-12023 - Forms Automation: Action to trigger Delete Form (Proforma Forms) Solution Aug 26, 2024 · Free-form text will not be used except for the Summary/Description. Apr 21, 2025 · As an extra option of workaround to the feature request "Include Forms when cloning an issue", this guide is designed to assist users in using the Forms API to automatically duplicate a form between issues. As this is exactly the method used in ConfiForms app for Confluence cloud Here is a step by step tutorial on how to setup a form in Confluence cloud to create issues in JIRA The form, we are about to create 2 fields, one to ask for JIRA issue summary and another to ask about issue description The 3rd field is of Jan 31, 2025 · What if your team could quickly create bug issues with a form that’s always up to date with the latest Jira field values? Smart Forms for Jira provides an efficient solution by enabling QA teams to create tailored bug reporting forms with Pre-Filled Options of important Jira fields and other time-saving features. When the user fills out the form and clicks Create, the issue – with the form included – will be generated. In order to create an issue, ProForma needs to provide values for all mandatory fields. I have attached the screen shots what exactly I want here you can see "Affected services" as well as the "Change type". When viewing the work item, you can see the Jira fields they filled out at the top of the work item, and the information filled out in the form underneath. So I want when Affetcted service Oct 25, 2017 · Hi Mizan, issue collector allows you to embed a jira feedback form into website. Your team handles a variety of issues—bugs, feature requests, tasks, incidents, and improvements—and every department needs a different issue type. Manual Form Attachment 📌 Auto-Attach Form (Ideal for standard workflows) Automatically adds forms when a specific work type is created. Learn how to use and manage the form for your Jira space. . Jan 9, 2024 · Learn how to streamline your workflow by creating Jira issues directly from Microsoft Forms responses using Power Automate. Jul 1, 2025 · Problem Definition Forms have a requirement that only authenticated users that have the create issue permission in that project can use them to create issues, per Who can submit a form?. The JQL field used is issueFormsVersion. The form submission must also be recorded locally in Confluence in the internal database. This method restricts users to submit only 1 response and also provides the option to associate the form with a specific Jira work item. As a support manager, I want to allow users to submit a form using Forms for Confluence, which will be sent to ScriptRunner on a Jira instance. The forms REST API provides programmatic access to forms in Jira Cloud. Run and link all distinct issues listed on that field. This request is specifically to allow forms to be submitted by either unauthenticated (and anonymous users) and/or users without the create permission in the project. The work item collector allows you to easily embed a Jira feedback form into your own website. As of now, the customization of fields displayed in the Slack 'Create Issue' form is governed by the fields configured in the 'Create Issue' screen for the respective issue type in Jira Cloud. 🧪 Where Native Jira Forms Shine Jira’s public forms are great for: Simple issue creation from external users Fast setup by project admins Basic intake workflows where all you need is a few fields and a comment trail They now support: Feb 7, 2025 · From what I interpret, it seems you want to send an issue from Jira Service Management (JSM) to Jira Software via a form. More Power Automate videos h Oct 17, 2024 · Smart Forms for Jira pulls in existing Jira data to fill in fields like project names or issue type, saving you time and reducing mistakes. Form Submission Creates a New Jira Issue 📝: Form submission can create a new Jira issue with mapped form Learn how to effortlessly create Jira issue in Confluence pages with our step-by-step guide and streamline your workflow. So what then is the URL of our Jira instance? Great Gadgets offers a comprehensive set of dashboard gadgets for tracking agile projects in Jira in an efficient manner. When used by people visiting your website select this trigger tab and submit the resulting Jira feedback form, a work item is conveniently created in Jira. Feb 11, 2025 · Managing forms in Jira often means keeping field options up to date. Choose the form you’d like to edit. Sync documentation with tasks, enhance visibility and improve team coordination. Jun 6, 2024 · Users attempting to create a new issue in Jira from a Microsoft Form submission via Power Automate using the Create a new issue (V3) connector are facing connectivity issues. Set the Sep 25, 2025 · Using a custom field to collect data on a Jira issue using automation and setting the field as non-editable so that users cannot modify the value set in the field. Once received, ScriptRunner creates a new issue with the information submitted. Manually updating form options to match these changes takes time and can lead to outdated selections, errors, and extra work. Forms in all editions of Jira Cloud are supported, including Jira Service Management, Jira Software, and Jira Work Management. Get all external form data for questions and answers on a form on an issue. Sep 25, 2025 · How to Attach a ProForma FORM on a JIRA Issue using Automation for JIRA Platform Notice: Cloud Only - This article only applies to Atlassian apps on the cloud platform. Here you can share forms with external users even if they aren’t using Jira. I would like to know if a JIRA issue can be created with a custom form embedded in Confluence. If issue-level security is configured, issue-level security permission Create a new issue feature enables to initiation of the Jira issue creation in a chosen project and automatically populate the Jira issue fields with the responses obtained from the form elements after each form submission. To search for issues which have at least one form attached, you can use the Sep 5, 2022 · ProForma form automation How to Attach a ProForma FORM on a JIRA Issue using Automation for JIRA Issue created actions fail when using Proforma forms on issue creation Ability to use choice questions values in automations Forms Automation: Action to trigger Delete Form (Proforma Forms) Reading a Forms (ProForma) field value without the JSON tab May 22, 2023 · This guide is designed to assist users in utilizing the Forms API to automatically submit or reopen forms. To finish, select Save changes. Jan 14, 2025 · Copy Submitted Forms with Issues—No Setup Required When you clone or copy an issue in Jira, any attached forms and submitted responses are automatically included in the new issue. forms. Apr 1, 2024 · Learn how to integrate Jira issue collector with the HTML macro for efficient issue tracking and reporting. If you need to handle multiple forms, please refer to the following article: Automatically Update Form Fields and Handle Multiple Forms Steps to Follow: Set Up an Automation Rule: Create Configurations in Smart Jira Form Add-on: Open the Smart Jira Form add-on, create a new form, or use the existing one. Discover what forms are and how to use them in Jira Service Management. Explore how to leverage Jira's form feature for business projects. When a user fill the contact, a jira issue is created. Smart Forms for Jira now Jun 16, 2022 · When it’s necessary to submit Jira forms? Jira Cloud has an opportunity to create nice forms that can improve and customize your issue layout. Mar 18, 2024 · I need to hide one field from the Issue creation form. These options are dynamically populated, allowing users filling out the form to choose from relevant data already stored in Jira. Read more 📌 Manual-Attach Form (For Nov 11, 2022 · One of the solutions is Smart Jira Forms. Depending on how your team uses Jira, an issue could represent a project task, a helpdesk ticket, a leave request form, etc. Use smart values in automation rules to access and manipulate issue data in Jira Cloud. Condition: If the issue is missing a project or has a default form label. Mar 30, 2023 · Takeaways Overall, creating a Jira issue based on a submitted form can help to ensure that issues are properly documented, tracked, and addressed, and can improve collaboration within your team. I've tried the URL that I use to access Jira at work, but the connection fails. Nov 2, 2021 · Bottom line, would Jira Intake, or ConfiForms, allow me the ability to setup a form, and then use those form _values_ to create issues based on those values like in the example I described above, without the need to actually create a custom Jira Field for every single question response? Jun 23, 2024 · This API action changes the accessibility settings of a form, allowing external stakeholders (API) or systems to interact with Jira issues through predefined forms. Understand what Jira Cloud forms are and see what they can do for your space. Check if the field is not empty 2. Mar 26, 2024 · Hi all, I'm wondering whether it is possible to use fields from Forms to update the Issue Summary. Share form externally from work item is used to provide a link to the form, allowing external users to access it and submit a response. For example: If a user selects "High" in a Priority dropdown, the Jira issue’s Priority field updates to High. public website, documentation pages etc. Benefits of using Jira forms can help you collect the right information, simplify workflows, and improve the overall efficiency of your service management. Jul 30, 2025 · Select the Jira Project you want the form to pull types from. Check if the field has multiple JIRA urls/keys 3. Nov 5, 2024 · I know it is possible to create a Jira software issue from an MS forms response using power automate. Learn how to access and manage forms data using the Forms API in Jira cloud efficiently. Jul 30, 2025 · Trigger Jira automations: Send acknowledgments, assign based on form data, create sub-tasks for complex workflows. If the Create Issue screen requires a field and there is no corresponding linked field on the ProForma form, then Pre-fill form options from issue field feature collaborates with 1. JIRA Administrator might not want to embed the issue collector form in a page but access the form directly instead. For my requirement, i have already have a contact form existed in my website. We have set the default Summary to be Feb 21, 2025 · 3️⃣ Automate Issue Routing with Jira Automation (Optional) If you need more dynamic control, you can set up a Jira Automation rule: Trigger: Issue Created (when a form submission generates an issue). 4cadedaa-13d7-44d0-970b May 11, 2021 · We'll show you how to embed the Jira Issue Collector directly on your website with real examples. I started small with testing linking just one issue. Plan, track, and release world-class software with the number one project management tool for agile teams. Turn Intake Form into Jira Issue: Share dynamic form in & out of Jira, Automatically Create Issues, Map Fields & Assign Issue Type Build ticketing system with Forms out of Jira Turn any external request form into Jira work. Attaching a form to a Jira work item serves the purpose of gathering information or facilitating additional tasks within the context of a Jira work item Auto vs. The word stakeholders is Create Jira issue, save the created Jira key back to ConfiForms and create a page with Jira macro — In this tutorial you will learn how to create Jira issue with Jira key saved back to ConfiForms form and create a page with Jira macro. May 13, 2024 · Read on how to create Jira change request forms to control your change management process better and help your team react quickly. Adding internal tracking forms and making them external upon completion is an easy way to keep the customer in the loop about work completed. Once the user is on Create a new issue feature enables to initiation of the Jira issue creation in a chosen project and automatically populate the Jira issue fields with the responses obtained from the form elements after each form submission. The Jira functionalities can be extended via different plugins that can be found on Jira Marketplace. Make your desired changes: Select the title to customize it. Looking to streamline your project management and issue tracking in Jira? In this video, we’ll show you how to create custom forms in Jira to collect, organize, and manage data more efficiently. Here are 5 tricks to get the most out of the forms. Use this API to build apps that work with forms, automate form workflows with scripting, and export form data for processing elsewhere. Edit a form To edit a form: Select Forms from the space navigation. This form is typically accessed by selecting a 'trigger' tab exposed along the edge of pages in your website. It is perfectly safe to delegate responsibility for creating the forms to the teams that will use the forms. The form is pre-filled with the audit target details from the Jira issue. After viewing the work item, you realize you need to get Feb 25, 2022 · Jira’s forms section preview At their basic level, forms allow a way to capture the essential information in a ticket, by stake holders, via a quick and improved UI/UX. A user can fill out or edit open forms and can save their work in progress before submitting the form. Jul 29, 2025 · Internal vs External Forms ProForma forms can be either Internal (only visible or editable from the issue view) or external (visible and editable from the JSM portal). Jan 12, 2025 · How to Create a Form to an Issue on Jira Creating a form for an issue in Jira helps streamline data collection and issue reporting. 6 days ago · Jira is a powerhouse tool for agile teams, but its true potential lies in understanding and mastering Jira issue types. With forms, you can capture essential details in a structured Forms are a crucial component of Jira, allowing teams to gather, organize, and manage essential information efficiently. They will be prompted to select the appropriate Jira project from a dropdown menu, then to select the indicated form. Learn to create, share, and manage forms for various purposes. Build beautiful forms & documents Build Confluence-like forms in Jira Add conditional logic or dynamic fields Set specific validation rules on questions Use tables and columns to structure forms 15 Learn how to use Confluence with Jira for better project management. Automatic Issue Creation Once a customer submits a form, Smart Forms for Jira can automatically create a Jira issue with all the details in place. Users with Administer Projects permission can create, edit and delete forms in ProForma. Find out how to create a new form, use a template or edit an existing one in Jira Service Management. Select Preview () to see how your form will look. View the smart values in Jira Cloud. Configurations in Smart Jira Form Add-on: Open the Smart Jira Form add-on, create a new form, or use the existing one. Sep 26, 2025 · Learn to use the Issue Collector feedback form in Jira Service Management Cloud for customer notifications and automation emails. Apr 27, 2023 · The Destination Issue Fields feature allows teams in Jira to transfer field values from the submitted form fields to corresponding Jira fields, making it an essential feature for teams and departments looking to save time on forms data processing. As teams evolve, new versions are released, sprints change, and assignees shift. I wonder if it would be possible to do the same, but this time, instead of creating an issue for JIRA software, it will be posted as an Idea in JIRA Dscovery. In this guide, we'll show Create a new issue feature enables to initiation of the Jira issue creation in a chosen project and automatically populate the Jira issue fields with the responses obtained from the form elements after each form submission. Forms can be linked to external sources including Jira fields and data connections, with this API returning the latest responses on these linked fields. Smart Forms will now dynamically load available Work Item Types for that project (e. However, you can also customize the Jira work item collector in a number of different ways: Set up a custom trigger, so the feedback form launches from a different link or button than the packaged triggers provided. You can also add the link to the sidebar of a Jira project. Dec 23, 2024 · Hello, Trudy! I am familiar with creating Automations, but I am not entirely sure how to make this one work. 6yikmfq fdf42 vn8 esx rkro u7n kudwv khmqxvqa zh qqwb0h