Can you import a Proforma form from another JIRA instance? If yes, how?

Chris Kuijpers April 29, 2019

My clients want to migrate their project onto my JIRA server. Their instance has 10 custom Profroma forms that they want to move over. How do I export and import their forms onto my JIRA server without recreating each from manually?

2 answers

1 vote
Kate Caldecott
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 7, 2020

@Chris Kuijpers - just wanted to update you on ProForma and the ability to copy forms.  With the new form builder, you can now easily copy from one instance to another ProForma and you can also copy individual form elements.

Just copy and paste as you normally would to copy forms between instances.

  1. Open the source form in the form builder

  2. Use keyboard shortcuts to select and copy all

  3. Create a blank form in the target instance

  4. Click into the blank form and paste




Michael Henderson March 23, 2021

Thanks Kate

0 votes
Lachlan
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
April 29, 2019

Hey there, Lachlan from the ProForma team here.

So, it is possible to migrate forms between environments. We are working towards supporting this natively as a feature, however for the time being the process for migrating forms is manual; it involves manipulating the API calls directly.

You can find our documentation on this here.

Chris Kuijpers April 30, 2019

Thanks Laclan! I'll try it out

Mihkel September 3, 2019

Hey, the info for manual migration has been removed from the wiki. @Lachlan could you share the steps using Curl for manual migration, please?

Simon H
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 6, 2019

We have removed these instructions as they are quite brittle and can easily lead to broken form templates. If you would like the details please send us an email to support@thinktilt.com and we'll share what we have with you. 

However, the new form systems we are working on (in Q4 2020) will allow you to simple copy and paste form templates from one instance to another. 

ProForma also integrates with the app Configuration Manager for Jira which makes it easy to migrate forms between instances (Server and Data Center).

Will Balson November 20, 2019

Thank you Simon!! Eagerly looking forward to this feature

Atlassian-Experts_EPOS-CAT August 27, 2021

Hi, @Simon Herd  You referred to a feaure 1.5 years ago that is supposed to allow Forms to be copied. We do not find this anywhere in ProForma Forms? Also the above mentioned tip to copy this via source does not apply, since a new form builder has been used for some time.

Therefore the question: How can we copy Forms from instance to instance, without additional plugins?

Like Paul Amrhein likes this
Swathi Nagaraja
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
February 13, 2024

Hi @Simon Herd , can you please share the instructions on how to migrate the forms from one Jira environment to another. 

Bernd Gurn February 26, 2024

The copy+paste instruction doesn´t work for me, even not in same browser. Only text is copied from Data Center form to Cloud form. All question types or other formatting gets lost. 

The migration assistant is on "stage 1" level and makes troubles when selecting to migrate via assistant. 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events