Get started with Smart Forms for Jira

Smart Forms for Jira is a versatile and user-friendly application designed to enhance the Jira experience by simplifying the creation, distribution, and management of forms. This tool allows users to seamlessly integrate form functionality within Jira projects, enabling efficient data collection and streamlined workflows.

Key points to effectively utilize Smart Forms for Jira:

1. Build a new form

• Start Your Journey: Click the "+ Create form" button to begin building your form.

• Customize Your Form: Use the intuitive drag-and-drop builder to add form elements and content blocks, allowing you to create sophisticated forms in minutes. For even faster results, generate forms with AI assistance.

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• Make Forms Dynamic: Utilize When/Then logic to create intelligent forms that adapt based on user responses.

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• Сustomize form theme: Personalize the form theme, font style, and size to match your requirements.

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• Restrict access to form: Control access to form content and settings to ensure privacy and security.

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2. Spread the form in several variants

• Auto-attach form to issue: Configure forms to automatically attach to specific projects and issue types upon issue creation.

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• Manual attach form to issue: Select and add forms manually to the issue from your pre-existing form list.

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• Share form externally: Generate a unique URL for the form and share it with external users for submission from certain issues or fully from the add-on.

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• Auto-attach form to Customer portal request (JSM): Configure forms to automatically attach to specific request types upon their creation.

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3. Manage and utilize submitted form data

• Automate issue creation: Generate new Jira issues based on the responses provided in the forms.

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• Update existing issue fields: Update Jira issue fields with corresponding data captured through the form.

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• Analyze the response on one page: View and analyze all form responses in one convenient location.

• Export of responses as XLSX and PDF: Export form responses in both XLSX and PDF formats, giving users the flexibility to choose the most suitable format for sharing, archiving, or further data analysis.

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