Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,462,652
Community Members
 
Community Events
176
Community Groups

Getting started with Forms

Hello! Our team doesn't currently use Jira Work Management, but I'm interested in creating some forms for our customers to easily submit their requests to us:

1. Is it possible to link forms created in Jira Work Management (where we don't currently have any projects) with active projects that we run in Jira Software? If so, how? What I want to achieve here is that when a form is submitted, the information is automatically added to tickets in Jira Software. The forms I want to create are: bug report and feature request.

2. I created a test form and couldn't edit the fields. I can drag and drop the available fields, but I can't add the descriptions and options that I want to display in the fields.

 Please advise.

Thank you!

1 answer

1 vote
John Funk Community Leader Jun 21, 2022

Hi Daniela - Welcome to the Atlassian Community!

No, you can't have a form in a JWM project put the information in a JSW project. But you can create the form in JWM and then create an automation rule that clones the ticket from the JWM project to the JSW project. 

Thanks for your quick reply John! Can you tell me how to create this type of rule? 

Also, can you please answer my second question above?

 

2. I created a test form and couldn't edit the fields. I can drag and drop the available fields, but I can't add the descriptions and options that I want to display in the fields.

 

Best,

John Funk Community Leader Jun 21, 2022

Sorry - let me answer the second question first then. The built-in forms with JWM are very basic on purpose. I find it very tricky to click on the pencil icon to edit the label for the field, but if you keep clicking around it, it should come up for your. 

Change the values of the options available in the field will need to be done in the Custom Field itself. 

Here is a link to a recent AMA with the Forms folks. Feel free to drop another comment to ask Peter a question. 

https://community.atlassian.com/t5/Forms-Articles/Answering-the-June-2022-Forms-AMA/ba-p/2052987

For the automation rule, here is some information to get you started with creating rules:

There are two types of automation:

  • Global: In the Free version, you get 100 executions per product, per month
  • Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453

Now, having said all of that, you want to create an Automation rule based on an Issue Created trigger. 

If you want to clone all cards created on the JWM project, then just add a new Action for Clone Issue. Choose the JSW project you want to clone it into, and you should be good to go. 

If you only want to clone certain issues created in the JWM project, then you can add a Condition before the Clone issue action. The Condition can be based on a field or some other way to identify those unique issues that should be cloned. 

I hope that helps! But feel free to ask more questions.  :-)

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events