フォームとは

フォームは、条件付きロジックやリッチ フォーマットを使用して作成でき、フィールドの表示または非表示、フィールド検証の設定、見出しや表を使用したレイアウトのカスタマイズを行うことができます。

フォーム フィールドは、Jira 管理者がいなくても、またはサイトに保存する新しいカスタム フィールドを作成しなくても作成できますが、そのようなフィールドは追加先のフォームでのみ表示され、必要に応じて Jira フィールドにリンクできます。

Add forms to request types to gather more structured information when customers raise requests, or to create work items using a direct link to a form. They can also be added onto existing work items by agents to collect more information from customers, or to record internal processes.

細かくカスタマイズした動的フォームを作成する

Show or hide fields based on responses using conditional logic. Add validation, instructions, or tips to any field to make filling out forms easier. Browse over 200 form templates, or create your own using a Confluence-style editor with column layouts, tables, and other rich formatting. Read more about how to create a form.

リクエスト タイプにフォームを添付して高度なリクエストを作成する

Add more customization to a request type by attaching a dynamic form. These will appear for customers when they raise a request from the portal. Once a form is submitted, it can be reopened by your team or customers to make edits after a request is raised. Read more about how to add a form to a request type.

Collect more information by attaching forms to work items

Add forms to existing work items and choose to make these internal or external. They can be used to request more information from customers, or to complete internal processes as the work item progresses. Read more about how to add a form to a work item.

Create work items using a link to a form

Create work items using a link that goes directly to a form without needing to navigate to the portal. This allows your team to quickly create requests on your customers behalf, share the link with others, or embed into a Confluence page for easier intake. Read more about how to create work items using a form.

Jira フィールドをリンクしてワークフローと自動化の同期を維持する

Link form fields to Jira fields to keep workflows, automations, and reporting intact. Use automation to copy forms, add forms to work items, and even trigger actions based on form activity. Read more about how to link a form field to a Jira field, or how to create an automation rule.