Create or edit a form

Create forms that use conditional logic to dynamically show or hide fields, and add headings, tables, and rich formatting. Use forms on request types to gather information from customers, use a form to create an issue, or 
add forms to existing issues to gather new information as it’s needed. To create or edit forms, you’ll need admin or project admin permissions. Learn more about forms.

Create a new form

To create a new form from blank:

1. From your service project, select Project settings, then Request management, then Forms.

2. Select Create form > Create blank.

3. Enter a name for your form.

4. Select Add fields and choose your desired field types.

5. Edit fields by selecting them and updating their attributes in the right hand panel. Learn how to link a form field to a Jira field.

6. Select Section to group fields together by adding a section above and below your desired fields.

   • To make a section conditional, select Conditionally under Show Section in the right hand panel for sections above the field group. These fields must be radio, checkbox, or dropdown field types.

7. Use the toolbar at the top to add rich formatting elements such as tables (), column layouts (), information panels (), and more.

8. Select Preview to see what your form looks like, and test any conditional logic or validation.

9. To finish, select Save changes.

Create a form using a template

To create a form using a template:

1. From your service project, select Project settings, then Request management, then Forms.

2. Select Create form > Create from template

3. Search and select the template you want to use, or select Preview to see what the form looks like.

4. Use the template as is, or make changes to it by adding or removing elements.

5. Select Preview to see what your form looks like, and test any conditional logic or validation.

6. To finish, select Save changes.

You can access the template library again to select another while in the form builder by selecting Templates.

Edit a form

To edit a form:

1. From your service project, select Project settings, then Request management, then Forms.

2. Select the form you want to edit, or More () > Edit.

3. Make your desired changes.

4. Select Save changes.

Edits won’t affect any existing instances where a form is already being used. If you’ve copied a form to another project, any changes made won’t be reflected across any of its copies. Learn more about copying forms.