How to create issues from an input form

[Rick]

So I originally asked Atlassian directly, but they didn't seem to understand my request and pointed me towards ProForma, which I'm not thrilled with for reasons I'll list below.

What I'm looking for is an input form (I'm open to other platofmrs) that will take a series of inputs, then create an issue based on those inputs. (like an HTML form)

Example Form:
[First Name=Jane] [Last Name=Doe] [Title=Anonymous] [Email=janed@gmail.com] [Distro List=(drop down selection){list1, list2}]

Example Issue created from form
Summary: Create new accounts for Jane Doe
Description: Create new account, first name: Jane, last name: Doe, title: Anonymous. Add to the following distribution lists
- List 1
- List 2

What Atlassian suggested me was ProForma, which looks like it lets me create issue forms, I had some trouble with the following

* I can't seem to create an Issue Form that isn't tied directly to the creation of an issue itself. Ie, the form itself is just another screen for issue creation, and only by adding separate automation can I then change the summary/description/other fields based on the form submission
* I can't access any of the data within the submitted form as a smart variable (couldn't find any documentation on it), nor are any of the fields within the Issue Form available for field comparison within the automation unless I separate create a Custom Jira Field to be tied directly to the Custom Form, and I don't want to create custom jira fields for every little input I might put on an input form.

I didn't think this would be such a complicated request based on the standing install of Jira, but googling isn't getting me anywhere, which is surprising. I know there's always the custom coding route using Jira's API through a POST request, but I'm trying to avoid that as it seems like _something_ should already exist out there for this kind of thing.

Would appreciate anyone pointing me in the direction for anything that supports this. We do also have a Confluence subscription if something can be done from Confluence to create issues in Jira.

[Yuliia_Borivets__SaaSJet_]

Hi @Rick 

You can also try Business Process Manager developed by my team.

Here is a custom form builder where you can set up a form with all fields you need.  After the process starts, the system creates a task with the form needed to submit.  IT shows the shape of the frame in the middle of the problem, so it doesn't affect the fields of the problem itself. It can map the answers in the form and enter them into the task fields via the Destination field.

Using the data from the Destination field, you can set up an automation for the next actions.  Hope it will be helpful.

Regards

[Walter Buggenhout]

Hi @Rick and welcome to the Community,

Jira Work Management does have a feature called Forms which allows you to share a form in many different ways. How this form works, is described in these documentation pages.

A caveat might be that the people who would enter information this way, need to have access to the project the issues will be created in. 

So if that is not the case, you will soon end up in the scenario that you describe: developing a form of your own, with all the bells and whistles you like to provide and making use of Jira's API to submit the request.

Another alternative would be Jira Service Management, where you can use the customer portal as the form of your choice. Advantages of that approach would be that your users do not need a license to be able to submit a request. And the customer portal has a UI that is not looking like an issue. And - believe it or not - the form capabilities of ProForma will be integrated in there very soon.

Any way you put it, though, if you want your users to offer a different way of selecting options than you have configured in your custom fields in Jira, that means you'll have to add some layer in between to do the translation.

Hope this helps!

[Karolina Wons_SaaSJet]

Hello @Rick 

However Proforma is not available on a Cloud version, as an alternative you can try Forms for Jira developed by my SaaSJet team. 

You can add necessary fields to the form and export it to excel directly from the issue.

Regards, Karolina

[Alex Medved _ConfiForms_]

Hi Rick

Are you open to consider 3rd party apps (plugins) to do this job for you?

To create Jira intake form and use it from anywhere you can take a look at https://marketplace.atlassian.com/apps/1217327/raley-intake-forms-for-jira?hosting=cloud&tab=overview

(also has support for using it via Confluence)

And if you want to create a "bit" more complicated forms and in addition to creating Jira issues want to add workflows, notifications and have a reporting later then take a look at the plugin we develop and support - https://marketplace.atlassian.com/apps/1211860/confiforms-data-forms-workflows?hosting=cloud&tab=overview

Alex

[Rick]

thank you for your reply, I'm open to 3rd party plugins since it seems it's not possible with Jira Native.

I actually came across ConfiForms when doing my own research, but saw there were some red flags regarding template setup and Jira's current WYSIWYG editor.

Bottom line, would Jira Intake, or ConfiForms, allow me the ability to setup a form, and then use those form _values_ to create issues based on those values like in the example I described above, without the need to actually create a custom Jira Field for every single question response?