Unable to transfer forms from Jira Service Management project to Jira Work Management Project

[Ed Osborn]

I have a form I'm using in a JSM project and need to move it to a JWM project (both company-managed, JSM premium, JWM standard). However when I go to 'Copy to project', I am only given the option to copy to other JSM projects. 

In the sidebar info about copying forms, it says that forms need to be active on both products in order to move a form between the two, but it still doesn't work:

"To copy a form in a service project over to a Jira Software project or Jira Work Management project on your site, you’ll need to have exisiting access to Forms in these project types."

The reason I need to do this is that the forms feature in JWM is overly-simplified and limited in capabilities.

[John Funk · Accepted solution]

Hi Ed,

You need to submit a support ticket to Atlassian requesting that Advanced Forms be turn on for your JWM product.

[Ed Osborn]

Brilliant @John Funk - thank you. I'll post here if that was successful.

[Ed Osborn]

@John Funk As it turns out Advanced Forms are only available for Jira Work Management premium. We have Jira Software and JSM premium, but not JWM, so it isn't possible to enable advanced forms for our tenant. 

Looks like your answer would have been correct otherwise, though.

[Mary from Planyway]

Hi @Ed Osborn 

It's Mary from Planyway 

Transferring forms from a Jira Service Management (JSM) project to a Jira Work Management (JWM) project is not straightforward. The functionality to copy forms directly from a JSM project to a JWM project appears to be currently unsupported or limited. 

However, there might be alternative solutions. One approach is to use third-party add-ons that facilitate the cloning or syncing of issues, including their forms and sub-tasks, between different Jira projects. For example, the "Elements Copy & Sync" and "Backbone Issue Sync for Jira" are mentioned in the community discussions as potential solutions for cloning Epics, issues, subtasks, and forms between JSM and JWM projects. These apps seem to offer a more comprehensive feature set for managing the cloning process and maintaining the hierarchy and structure of the issues and forms​.

[Trudy Claspill]

Hello @Ed Osborn 

Given that there is an unresolved change request to support copying JSM forms to a JWM project, I don't think what you want to do is actually supported.

https://jira.atlassian.com/browse/JWMCLOUD-430

But I could be wrong. Do you have any links to reference materials indicating that this is a supported function?

[Ed Osborn]

@Trudy Claspill 

Hi Trudy, you can see the text that gave me the idea by following these steps:

Open the forms page in JSM > click on the 3 dots next to a form and select 'copy to project 

At the top of the copy form window is this text:

'Changes made to a form are not reflected across any of its copies in other projects. Learn more about copying forms'

'Learn more about copying forms' is a hyperlink which opens up a help article in the sidebar, titled 'Copy a form into another project'. Looks like this:

The text in the blue box gave me the impression that it was possible.

However - if I can just enable advanced forms in JWM, I can recreate the form I need over there.