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Instruct us on how to create and configure a form to populate tasks in a particular Jira project

Kojo_v2vzoj

How can I create and configure fields on a form that we would send to colleagues for them to create issues on the project?

I searched around and found info on Jira Issue Collectors, but that doesn't seem to be what we want (it looks like a widget to embed within another webpage - we are looking for a standalone form to link people too).

Accepted answers

Jack Brickey

Typically you will build the “form” into the Create screen itself. However if you want a form as an attachment then you would likely be looking at an addon. Note that Atlassian acquired Thinktilt the maker of Proforma so I suspect to see something integrated in the near future. However, it may only be in Premium.

Joseph Chung Yin

@Kojo -

I agreed with @Jack Brickey comments. Here at my work place (even though we are on DC and not CLOUD yet), we use Proforma to give project admin's flexibility to created custom forms and design the form's attributes to match Jira's fields. It works great, but it is a separate add-on (fee based) for the Jira env current.

Documentation on Proforma for your reference - https://docs.thinktilt.com/proforma/

We also conduct the exact actions that Jack mentioned via the create screen, then we expose the URL that will take the users directly to the Jira issue creation screen for the project.

Example of Proforma benefit - Proforma allows the users to customize the field prompt in the Proforma form instead of the actual Jira field names (i.e. For each custom field, one can put the prompt in a question format - "What is your issue?")

Hope the helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Peter Preston_eb5jie

Hi @Kojo 👋 -- the solutions from @Jack Brickey and @Joseph Chung Yin hit the mark. For more info on using ProForma specifically to create a link to a form, you can learn more about that feature (called Issue Forms) here:

http://links.thinktilt.net/create-issue

You can also give ProForma a try with the Lite version (free up to three form templates): ProForma Lite

All comments

Jack Brickey

Kojo_v2vzoj

Thank you @Jack Brickey ,

Am confused. So there is no way?

Jack Brickey

It depends on your requirements and expectations. Again, generally one would build the form into the create screen. For example I have one project that has about 10 custom fields. These custom fields are added to the create screen, some required some optional. These custom fields along with the existing system fields create the form the team needs when creating an issue in that project.

So the question here is what does your form look like and can it be created within Jira directly?

Joseph Chung Yin

@Kojo -

Documentation on Proforma for your reference - https://docs.thinktilt.com/proforma/

We also conduct the exact actions that Jack mentioned via the create screen, then we expose the URL that will take the users directly to the Jira issue creation screen for the project.

Hope the helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Peter Preston_eb5jie

http://links.thinktilt.net/create-issue

You can also give ProForma a try with the Lite version (free up to three form templates): ProForma Lite

Kojo_v2vzoj

Hello @Joseph Chung Yin @Peter Preston @Jack Brickey,

However, how does one create a "create issue" from within Jira, without relying on any add-ons? For example, how do I link a form to the original description created, and how could we create and configure a form like that to create issues on our project?

Stepan Fedortsiv_SaaSJet

I think Business Process Manager is something that can cover your request partially.

Our company recently released it.

With this Add-on you can create the Template, which is basically scope of forms.

Every form can be assigned to the separate Assignee and creates separate Issue in the any project.

Every form element can be linked to the Jira custom field. So, once someone submitted the form, the field will be populated with submitted data.

Moreover, you can control when to start the the creating of those form.

Kojo_v2vzoj

Hello @Stepan Fedortsiv_SaaSJet , @Joseph Chung Yin , @Peter Preston , @Jack Brickey ,

Can you advise on how to create a "create issue" form within Jira, without relying on any add-ons, please? Thank you.

Stepan Fedortsiv_SaaSJet

@Kojo try Business Type (jira work management) project in Jira. It has a Form option.

Go to Projects -> Create new one -> Select Personal.

Once created, Form option will be available.

Kojo_v2vzoj

Thank you @Stepan Fedortsiv_SaaSJet

Any URL for this?

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