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.
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.
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.
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.
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.
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.
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.
Questions? Please, contact us through SaaSJet Support