How to create forms?

[Client Success Partners]

Can you teach me how to create Forms here in Jira

[Olha Yevdokymova_SaaSJet]

Hi! Yes, happy to help — forms in Jira can be a bit confusing at first because there are a few different “types,” depending on what Jira product you’re using.

Jira Service Management (JSM)

• Open the JSM project

• Go to Project settings

• Look for Forms in the left menu

• You need to be a Project Admin to see it

If you don’t see Forms here, double-check you’re actually inside a JSM project (not just viewing an issue).

Jira Software / Jira Work Management

• Open the project

• Go to Project settings

• Look for Forms

• Forms are available, but only to Project Admins
  
  

If you’re using Jira Service Management (JSM)

This is where native Jira forms actually exist.

How to create a form

1. Open your Jira Service Management project

2. Go to Project settings

3. Request managment

4. Click Forms

5. Select Create form

6. Add your questions (text fields, dropdowns, checkboxes, etc.)

7. Save the form

You then attach the form to a request type, so customers see it when they submit a request through the Help Center.

When this works well

• Simple customer support or IT requests

• One service project

• Basic data collection

Things that often surprise people

• Forms are project-specific

• Forms are mainly designed for service desks

• Form field = jira field

If you’re not using JSM (Jira Software / Work Management)

Yes, you can create forms here now.

How to create them

1. Open your Jira Software or Jira Work Management project

2. Go to Project settings

3. Open Forms

4. Click Create form

5. Add your questions and save

You can then attach the form to issues and use it to collect structured information.

Even though forms exist:

• form fields only represent jira fielsa\\ds

• Automation mainly works with Jira fields

• To trigger assignments, emails, or logic, form fields still need to be mapped to Jira fields

• Forms are tied to a single project

Another option many teams use: Smart Forms for Jira

If you want something more flexible, Smart Forms for Jira (built by my team) is often used as a form layer on top of Jira.

In simple terms, it lets you:

• Create one form

• Use it across multiple Jira projects JSM, Jira, Confluene, JPD

• Decide whether the form:

  • creates a new work item, or

  • updates an existing one

  • or just exist to collect input with work item actions

• Only map the fields that Jira actually needs

• Share the form:

  • via a link

  • on Confluence

  • or even on a website

People usually like this because:

• You don’t need tons of custom fields, form field can be juts form fields

• The same form works for IT, HR, Finance, etc.

• You’re not locked into one service project

[Pasam Venkateshwarrao]

Hi @Client Success Partners 

In JSM you can find forms in request management,find the below screen

In Jira you can find Advanced forms under workitems in space  settings.

[Client Success Partners]

Hi. When I confluence this is only shows in my screen

[Pasam Venkateshwarrao]

@Client Success Partners you can refer the article for detailed information of Create/edit forms https://support.atlassian.com/jira-service-management-cloud/docs/create-or-edit-a-form/

[yqiao]

Hey mate it depends on which kind of project you re working on:

• Jira Service Management (JSM) – you’ll see a Forms section in the project

• Jira Software / Jira Work Management – you’ll see Advanced forms in project settings

[Client Success Partners]

Hi sir. When I click JSM i don't see Forms section

[Client Success Partners]

And when I click JSM i directly to space not in the Project