Getting started with Forms

[Daniela Cordero]

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!

[John Funk]

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. 

[Daniela Cordero]

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]

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.  :-)