Collect information with forms

Forms allow you to collect information and requests from other teams in your organization. You can create a simple form for people to fill out and share it anywhere.

Forms can be used to:

  • Help people outside your immediate team create new issues

  • Submit requests for work to your team

  • Collect information from almost anyone

Users can view and submit forms without needing direct access to your Jira project. When people fill out and submit forms, their responses are used to create issues in your project.

How to create and edit forms

Only project admins can create, share, and edit forms.

Forms can be created directly from your Jira Work Management project. You can have one form per project.

To create a form:

  1. Select Forms from the left navigation.

  2. Select Create a new form.

  3. Your form is now ready to edit, share, or use.

  4. Select Preview to see a preview of how your form will look.

To edit a form:

  1. Select Forms from the left navigation.

  2. Drag the fields to be in the order you’d like for your form.

  3. Customize the text in the field by selecting the field label.

  4. Your form is now ready to edit, share, or use.

  5. Select Preview to see a preview of how your form will look.

alt="Creating a form."

Who can see my project’s forms?

Forms are meant to be used within your organization, so people without access to Jira won’t be able to view them or submit anything.

For a user to be able to view and submit a form, they must have access to your Jira Work Management project and have the create issue permission in your project. Learn more about managing project permissions.

Sharing your forms

You can share your form with people to give them a quick way to submit a request or give information. All submitted forms are converted to issues and added to your project.

To share your form:

  1. Select Forms from the left navigation.

  2. On the top-right, select Share.

  3. Add the email addresses of the people you'd like to share your form with and select Send which sends them a link to your form.

  4. Alternatively, click Copy link and paste the link in a chat message, email, or anywhere else you’d like to share it.

alt="Sharing a form."

Previewing your form

Before you share your form, you can preview it to make sure you’ve captured all the right information.

To preview your form:

  1. Select Forms from the left navigation.

  2. On the top-right, select Preview to see how your form will look.

alt="Previewing what the form will look like."

Supported fields

Project admins can set up custom and system fields that can be used in your form for your project. The form for your project only supports the default issue type that’s listed in your project. To see these custom fields in your form, you’ll need to add the custom fields to that issue type scheme. Learn more about managing an issue type scheme.

Only a limited set of custom field types are supported at the moment. These are the custom fields you can currently only add:

  • Date picker

  • Date time picker

  • Group picker (single groups)

  • Group picker (multiple groups)

  • Labels

  • Number field

  • Radio buttons

  • Select list (cascading)

  • Select list (multiple choices)

  • Select list (single choice)

  • Text field (multi-line)

  • Text field (single line)

  • URL field

  • User picker (single user)

  • User picker (multiple users)

These are the system fields you can currently only add:

  • Attachment

  • Due date

  • Description

  • Labels

  • Priority

Learn more about setting up custom fields.

Last modified on Jun 30, 2021
Cached at 8:47 AM on Aug 4, 2021 |

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