What application does one use to create forms to upload to Jira

[Adam Myers]

I am new to Jira and want to get the full experience. In the dashboard I find the secrion that allows me to collect information from my team on "forms" and upload them. What format are forms typically used for Jira; Word, PDF, other?

[Olha Yevdokymova_SaaSJet]

Hi Adam,

Welcome to Jira! Forms in Jira are not typically "uploaded" in formats like Word or PDF; instead, they are created directly within Jira using form-building tools or apps designed to streamline the process.

Built-in Jira Forms (Jira Service Management or Jira Work Management)

If you're using Jira Service Management (JSM) or Jira you might already have access to Jira Forms. These allow you to create forms directly in Jira without needing external files. Forms can be configured with fields like text, dropdowns, checkboxes, and more, and they integrate seamlessly into Jira issues.

For More Advanced Use Cases: Smart Forms for Jira

If you're looking for more customization or flexibility, consider using an app like Smart Forms for Jira. It offers:

• A drag-and-drop form builder to create forms directly in Jira.
• Options to pre-fill form fields from existing Jira data or projects.
• The ability to embed forms on external platforms (e.g., websites, Confluence).
• Form-sharing options via external links, QR codes, or embedded forms.
• Automation to create Jira issues or update issue fields based on form submissions.

Why Not Word or PDF?

While Word or PDF files can be attached to Jira issues for reference, they don't integrate with Jira's fields or workflows. Using Jira's native forms or apps like Smart Forms ensures that submitted data flows directly into Jira issues, enabling automation, reporting, and easier tracking.

How to Get Started:

1. Native Forms: Navigate to your project settings and check if Forms are enabled (e.g., in JSM or JWM).
2. Smart Forms for Jira: Install the app from the Atlassian Marketplace to unlock advanced features.
3. Explore Use Cases: Whether it’s onboarding, customer feedback, or bug reporting, these tools can cover a wide range of needs.

Let me know if you need guidance on setting up forms or choosing the right solution for your team!

[Trudy Claspill]

Hello @Adam Myers 

Welcome to the Atlassian community.

Can you provide more information about this?

In the dashboard I find the secrion that allows me to collect information from my team on "forms" and upload them.

Is that a reference to documentation provided by Atlassian?

Atlassian provides a native Forms feature as part of Jira Business (Work Management) projects. You can find more information on that topic with this search of the product documentation:

https://support.atlassian.com/search-results/?searchTerm=forms&deployment=cloud&product=jira-work-management