What are forms?

Forms can be built using conditional logic and rich formatting to let you show or hide fields, set field validation, and customize layouts with headings or tables.

Form fields can also be created without a Jira admin or making new custom fields that save to your site. Instead, these fields will appear only on the form they get added to, and can be linked to Jira fields if needed.

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

To start using forms: From your service project, select Project settings, then Request management, then Forms.

Build dynamic forms with more customization

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. Learn how to create a form

Enhance your requests by attaching forms to request types

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. Learn how to add a form to a request type

Collect more information by attaching forms to issues

Add forms to existing issues 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 issue progresses. Learn how to add a form to an issue

Create issues using a link to a form

Create issues 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. Learn how to create issues using a form

Keep workflows and automations in sync by linking Jira fields

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