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Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

About form settings

When creating or editing a form, there are a number of settings you can adjust that allow you to choose:

  • Where a form appears – for example, in the portal for customers to fill out, or recommended when adding a form to an issue

  • How a form behaves – for example, who can edit a form, or whether validation messages can be ignored

  • Form language – the language for a form’s validation messages and buttons

Learn how to create or edit a form.

Locations and request types

Request form – If selected, this adds the form to the portal for the selected request types, and customers will need to fill it out when raising a request. The form will appear below any already configured Jira fields, and form fields will look much like regular Jira fields. Learn how to add a form to the request form.

Create new issue – Generates a link to your form that allows you to create new issues in Jira Service Management. Learn how to create a new issue using a form.

Recommend in issue – Shows this form at the top of the list of available forms when adding a form to an existing issue. Learn how to add a form to an issue.

Learn more about where your form can appear.

Form submission

When a form is submitted, you can:

Lock form and only allow project admins to reopen it

  • If selected, this only allows project admins to reopen a form for editing and resubmission after it’s submitted.

  • If not selected, agents will also be able to reopen the form after it’s submitted.

Create and attach a PDF of the form to the issue

  • If selected, a PDF version of the filled-out form will be generated and attached to the issue each time it’s submitted.

  • If not selected, no PDF is generated.

Issue creation

When an issue is created using this form (either via a request being raised in the portal, or using a form’s direct URL), you can:

Keep form open so that anyone can edit and submit it after the issue is created

  • If selected, this allows customers, agents, and admins to edit and submit the form after the issue is created.

  • If not selected, the form is automatically submitted when the issue is created.

Ignore field validation and allow the issue to be created (only available if Keep form open so that anyone can edit and submit it after the issue is created is selected above)

  • If selected, this allows the issue to be created, even if the form’s field validation requirements are not met or form fields are left empty. However, field validation requirements must be met for the form to be subsequently submitted.

  • If not selected, field validation requirements will need to be met for the form’s corresponding issue to be created.

Language

Validation messages and button text will appear in the language you select. The rest of the form will appear in the language it was written in.

Additional Help