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To build the most useful form for filling out, utilize the Form and Content elements along with the following settings and descriptions to customize it according to your specific needs.

Form elements

Single-line text input is usually used for capturing simple responses. It is suitable for inputting short text such as names, surnames, locations, and mobile phone numbers.

Multi-line text input is used when multiple lines of text or detailed explanations are required. It provides a larger space for users to enter comments, descriptions, or other lengthy responses.

To-do item is designed to capture and track specific tasks or actions that require completion. It typically includes a text value which is a description or details about the task and a checkbox that users can check to signify their approval or sign off once the action is completed. The combination of the text input and checkbox makes it easier to manage and monitor the progress of action items, ensuring that tasks are completed efficiently and that accountability is maintained.

Dropdown allows for selecting a single option from a predefined list. It presents a list of options in a drop-down menu format. This element is commonly used for selecting options like company departments, cost centers, or cities from a predefined list.

Multi choice is used when users need to select multiple options from a predefined list. It presents a list of options in a drop-down Multiple choice menu format. This form element is useful when users need to make multiple selections from a list of choices, such as selecting multiple categories or tags for an item.

Checkboxes are used when users need to select multiple options from a predefined list. Each option is represented by a checkbox, and users can select or deselect the checkbox as needed. For example, when filling out a form for preferences or interests, users can check multiple checkboxes to indicate their choices.

Radio buttons allow for selecting a single option from a predefined list. It presents the options as selectable buttons. This element is commonly used for selecting options like company departments, cost centers, or cities from a predefined list.

Date provides a date picker to select a specific date. It is useful when users need to submit dates like release dates or hire dates. Users can easily navigate through the calendar and choose the desired date.

Date and Time provides a date and time picker to select a specific date and time. There is a time template with 30-minute intervals but any needed time can be entered manually. It is used when the submission of both date and time is required, such as specifying meeting times or client visit schedules.

Info

The date format is set according to the date format specified in the Jira settings.

Attachment enables users to upload multiple files to the form. It is commonly used for tasks like uploading quotes for expense approval or attaching supporting documents to an issue. Once uploaded, the documents are attached to the form as references or additional information.

URL is usually used for capturing simple responses. It is specifically designed for entering website addresses or links.

Numeric element is usually used for capturing simple responses. It is used for numeric inputs such as quantities, ages, or prices.

Content elements

Heading is used to emphasize and visually distinguish sections within a form. It serves as a prominent title or heading that helps organize and structure the form's content. By utilizing the Heading element, users can easily identify different sections and navigate through the form more efficiently. It acts as a visual cue that aids in providing a clear and intuitive user experience.

Paragraph text box allows for the inclusion of additional information or specific instructions within a form. It provides a space to convey details, requirements, or helpful tips to the form assignee, ensuring they have all the necessary information to fill out the form accurately. With a generous character limit, the Paragraph text box element enables thorough and comprehensive explanations, enhancing the clarity and completeness of the form's instructions.

Embedded content facilitates the direct integration of multimedia content, such as YouTube videos or images, into a form. It offers the convenience of uploading and displaying visual or audiovisual media within the form itself. By providing a designated area for adding a website embed URL, the Embedded content element enables the seamless inclusion of relevant external content, enhancing the form's engagement and versatility.

Info

Embedded content can work with images and videos sourced from Google Drive.

Horizontal Line serves as a visual separator between different form elements. It creates a distinct horizontal line that helps organize and structure the form's layout, enhancing its readability and visual appeal. By effectively demarcating sections or grouping related form elements, the horizontal line element contributes to a cleaner and more organized form design.

Form elements settings

Form element name

Response required

Label

Text value

Options

Help text

Placeholder

Min/Max Characters

Destination field

Related URL

Form Logic

Single-line text input

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Multi-line text input

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To-do item

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Dropdown

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Manual add or
Populate from the issue field

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Multiple choice

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Populate from the issue field

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Checkboxes

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Manual add or
Populate from the issue field

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Radio buttons

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Manual add or
Populate from the issue field

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Date

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Date and Time

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Attachment

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URL

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Numeric element

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Response required indicates whether a user's input is mandatory or optional when filling out a form or providing information. When set to "yes," it means that the user must provide a response in the corresponding field to proceed. If set to "no," the user can choose to leave the field blank or skip it without any obligation to provide a response. It appears when a user clicks on (question).

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