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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?

Create or edit a form

Forms can use conditional logic to dynamically show or hide fields, and can 
include headings, tables, and rich formatting. Use forms in your portal to gather information when a request is raised, use a form to create an issue, or 
add forms to existing issues to gather new information as it’s needed. Learn more about forms.

You need to be a project admin to create and edit forms.

Create a new form

To create a new form:

  1. From the navigation on the left, select Project settings or Service project settings > Forms.

  2. Select Create form.

  3. Replace the automatically generated form name with your desired form name.

  4. Add fields by selecting Fields, and then selecting your desired field type.

  5. Edit a field’s details by selecting the field and configuring it in the right hand panel that appears. Learn how to link a form field to a Jira field.

  6. To group fields into sections, select Section, and drag and drop a section element above (and another section element underneath) your desired field groups.

  7. To make a section appear conditionally based on the data entered in a previous field, select the section above the fields you want to appear conditionally, and enter the conditions in the panel that appears on the right.

    • For a section to be conditional, the preceding field must be a radio, checkbox, or dropdown field.

  8. Use the toolbar at the top to add elements, like tables (), columns, (), information boxes (), and more.

  9. To see what your form looks like, and test any conditional logic and validation, select Preview.

  10. When you’re finished building your form, select Save changes.

  11. To go back to the forms page, select Back to forms.

Build a form using a template

Forms comes with 300+ existing templates for you to use to get started.

To build a form using a template:

  1. From the navigation on the left, select Project settings or Service project settings > Forms.

  2. Select Create form.

  3. Replace the automatically generated form name with your desired form name.

  4. Select Templates.

  5. Find and select the template you want to use. This will open a preview of the template.

  6. Select Insert template.

  7. You can use the template as is, or make changes to it by adding or removing elements.

  8. To see what your form looks like, select Preview.

  9. When you’re finished building your form, select Save changes.

  10. To go back to the forms page, select Back to forms.

Edit a form

Editing a form won’t affect any instances of that form already being used on issues.

If you’ve copied a form and it’s being used in another project, changes you make to one form won’t be reflected across any of its copies. Learn more about copying forms.

To edit a form:

  1. From the navigation on the left, select Project settings or Service project settings > Forms.

  2. Find the form you want to edit, and select its name or More () > Edit.

  3. Make your desired changes.

  4. Select Save changes.

  5. To go back to the forms page, select Cancel.

Keyboard shortcuts

  • Add elements (fields, sections, tables, etc.) - type / on your keyboard followed by the first letters of the element you want to add. Press Enter to add it.

  • Copy and paste elements - select the element and press CTRL+C to copy it. Select the area of the form you want to paste the copied element, then press CTRL+V to paste it there. You can also copy and paste elements between forms.

  • Delete elements - select the field, and press Delete or Backspace on your keyboard.

  • Hyperlink text - highlight the text you want to hyperlink, and press CMD+K.

Additional Help