Automation to add an issue generated by a form to a specific project

Question

I have a form that users submit but when I go into the issue, it is not associated to a project. How can I automate so that all issues generated by this form is added to a specific project?

Olha Yevdokymova_SaaSJet · Answer

Hi @Frances Suazo

When using Smart Forms for Jira, you can ensure that all issues generated by a form are automatically assigned to a specific project during creation. Here’s how you can do it:

✅ How to Ensure Issues Are Created in the Right Project

1️⃣ Go to the Smart Form Settings

Open the form you’re using.

Navigate to "Create New Issue" settings.

2️⃣ Assign a Default Project

In the Project field, select the Jira project where all new issues should be created.

Choose the correct Issue Type (e.g., Task, Bug, Request).

3️⃣ Automate Issue Routing with Jira Automation (Optional)If you need more dynamic control, you can set up a Jira Automation rule:

Trigger: Issue Created (when a form submission generates an issue).

Condition: If the issue is missing a project or has a default form label.

Action: Move the issue to the correct project.

🚀 Final Outcome

✔ Every form submission automatically creates an issue in the correct project.✔ No manual project assignment needed.✔ If additional routing logic is required, Jira Automation can handle it.

Would you like a step-by-step guide on setting this up? Happy to help! 😊

John Funk · Answer

Hi Frances - All forms are attached to a project. You create the form inside the project therefore it is attached.

Duc Thang TRAN · Answer

@Frances Suazo

Technically, the location of this button "Add project" is for when you need to add a parent for this issue. (+1 level)Based on your screenshot, this ticket belongs to the TRAIN project.