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Forms Settings

Forms Settings

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.

  • Learn More


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.

  • Learn More


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.

  • Learn More

When you duplicate a form you can choose to duplicate form settings or the form without it.

Questions? Please, contact us through SaaSJet Support 

 

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