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What are forms?

Forms can be built using conditional logic, rich formatting, and customizable layouts – show or hide fields, set field validation, and add headings or tables.

Form fields can also be created without a Jira admin or making new custom fields. 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 directly. 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, go to your service project and select Project settings > Forms from the navigation on the left.

Build and customize dynamic forms

Show or hide fields based on previous responses using conditional logic. Add validation, instructions, hints, or examples to any field to make filling out forms easier. Browse 300+ form templates, or create your own using an intuitive, Confluence-style editor with column layouts, tables, rich text formatting, and insert panels. Learn how to create a form.

Make requests easier to raise

If you’re an admin, you can add a form to a request type’s request form – it’ll appear for customers when they raise a request from the portal. Once a form is submitted, it can be reopened for customers to come back and update after a request is raised. Learn how to add a form to a request type.

Collect new information anytime

Team members can add forms to existing issues, allowing them to gather more information from customers or from each other as the issue progresses. Learn how to add a form to an issue.

Create issues on your customers behalf

Team members can create issues using links that go directly to a form. This allows your team to quickly create requests on your customers behalf, without them needing to navigate to the portal. Learn how to create issues using a form.

Keep your reporting and existing workflows

Link form fields to Jira fields to keep workflows intact, and make searching, reporting, triggering automation, and organizing queues a breeze. 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.

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