The Settings Tab
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: Centralized Form Management Made Simple
The Settings Tab is your go-to hub for managing and customizing the behavior of your forms. Within this tab, you can effortlessly This section lets you easily configure various parameters to tailor the form's functionality to your specific needs. This includes options such as:
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options to make your forms more efficient and tailored to your needs. Here's a breakdown of key settings:
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1. Populate Options from Jira Issue Fields
Automatically fill form elements options like dropdowns, checkboxes, multi-choice, or radio buttons with predefined values from
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Jira issue
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fields.
Example: A dropdown in a task creation form can be populated with labels pull values directly from a specific Jira field, ensuring accurate and consistent data input, and can upgrade the abilities of the Destination Field andCreate new Jira issue settings. Read more.Destination Field for form in issue. This setting automates the update of issue field values Labels field.
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2. Update existing issue fields for Forms in Issues
Automatically update Jira issue fields with data submitted through a form
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added to the issue.
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How it Works: When someone submits a form in inside issue, the their responses can seamlessly transfer be transferred to pre-defined Jira issue fields. For example, after a teammate submits the
Example: A teammate fills out a form, and the details automatically update the designated Jira issue's Label field or other, enhancing data synchronization, reducing manual errors, and seamlessly integrating into the project management system. Read more.Create a new Jira issue based on the submitted form. is updated with their input.
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3. Create a New Jira Issue from Form Submissions
This setting initiates the creation of a Jira issue in a chosen project, automatically populating Jira issue fields with form responses.
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Example: A submitted form for feature requests or bug reports creates a Jira issue with all fields prefilled.
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4. Automatic Form Addition to
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Jira Issues
Automatically attach specific forms to Jira issues based on their type or project.
Example: A bug report form is auto-attached to all new Jira issues of type Bug, guiding users to provide specific and relevant details consistently. Read more.Share a form with external users. This setting enables individuals outside of Jira to fill out a form, facilitating collaboration with external stakeholders, customers, and other users. For example, a form for gathering customer feedback can be shared with customers via a link, allowing them to provide input without needing direct access to Jira. This external collaboration is particularly useful in scenarios such as candidate information collection during the hiring process or collaboration with partners from other companies. Moreover, this functionality can be improved by combining it with the Create a new Jira issue settingto ensure that each response becomes a separate issue assigned to the designated person within a specified project, thereby optimizing issue management. Read more.Issue status after form submission. This setting automatically updates the issue status upon the assignee's submission of the form. As a result, you can seamlessly progress your issues through the board workflow once the form is completed. Read more..
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5. Share Forms with External Link
Allow anyone as well as individuals outside Jira to fill out forms via link.
Example: Share a customer feedback form through a link so customers can provide input without Jira access.
Enhanced Feature: Combine this with the Create New Issue setting to convert each response into a Jira issue assigned to the right team member.
Embed Form: Generate iFrame from the link to make form embedable on websites or Confluenca page.
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6. Automatically Update Issue Status After Form Submission
Automatically change the issue status in your workflow when a form is submitted.
Example: When an assignee submits a form, the issue's status changes to "In Progress" or "Done," moving it forward in the workflow.
When you duplicate a form you can choose to duplicate form settings or the form without it.
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