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 work items using a direct link to a form. They can also be added onto existing work items by agents to collect more information from customers, or to record internal processes.

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. Read more about 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. Read more about how to add a form to a request type.

Collect more information by attaching forms to work items

Add forms to existing work items 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 work item progresses. Read more about how to add a form to a work item.

Create work items using a link to a form

Create work items 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. Read more about how to create work items 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 work items, and even trigger actions based on form activity. Read more about how to link a form field to a Jira field, or how to create an automation rule.