Get started with Jira Service Management for admins
Your first stop for learning how to get started with Jira Service Management.
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:
From the navigation on the left, select Project settings > Forms.
Select Create form > Create blank.
Enter a name for your form.
Select Add fields and choose your desired field types.
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.
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.
Use the toolbar at the top to add rich formatting elements such as tables (), column layouts (), information panels (), and more.
Select Preview to see what your form looks like, and test any conditional logic or validation.
To finish, select Save changes.
Sections that are added to a table or layout will break the structure of your form
Create a form using a template
To create a form using a template:
From the navigation on the left, select Project settings > Forms.
Select Create form > Create from template
Search and select the template you want to use, or select Preview to see what the form looks like.
Use the template as is, or make changes to it by adding or removing elements.
Select Preview to see what your form looks like, and test any conditional logic or validation.
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:
From the navigation on the left, select Project settings > Forms.
Select the form you want to edit, or More () > Edit.
Make your desired changes.
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.
Keyboard shortcuts
Add elements - type / and the first letters of the element you want to add, then press Enter.
Copy and paste elements - select the element and press CTRL+C to copy it, and press CTRL+V to paste it. You can also copy and paste elements between forms.
Delete elements - select the element, and press Delete or Backspace on your keyboard.
Hyperlink text - highlight the text you want to hyperlink, and press CMD+K.
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