There are several types of spreading forms:
Adding a form to a Jira issue serves the purpose of gathering information or facilitating additional tasks within the context of a Jira issue. Read more. There are two distinct methods available for adding a form to a Jira issue, and both offer the capability to share a form with users out of Jira from an issue.
Automatic Form Addition: Adding a form to a Jira issue automatically is beneficial in situations where you require specific forms to be attached instantly upon creating a particular type of Jira issue. Read more.
Manual Form Addition: The manual method of adding a form to a Jira issue enables you to personally include one or multiple forms in a designated Jira issue. This gives you control over the process. Read more.
Sharing Forms with External Users: The ability to share forms with external users enables you to involve individuals who are not directly using Jira. By sharing form links on your website, blog, social media platforms, or through Jira Project Shortcut, you can conveniently gather information from external sources. Read more.
Customer Portal Form Addition (JSM): This functionality allows for the automatic addition of a form to specific Jira tickets within the Customer Portal (Jira Service Management). This facilitates the collection of additional information about the tickets. Read more.
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The Settings Tab is your go-to hub for managing and customizing the behavior of your forms. This section lets you easily configure various options to make your forms more efficient and tailored to your needs.
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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 Jira issue fields.
Example: A dropdown in a task creation form can pull values directly from a Jira 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 added to the issue.
How it Works: When someone submits a form inside issue, their responses can be transferred to pre-defined Jira issue fields.
Example: A teammate fills out a form, and the issue's Label field 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.
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 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.
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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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Questions? Please, contact us through SaaSJet Support |
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