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Smart Forms for Jira – Pre-Demo Help

Smart Forms for Jira – Pre-Demo Help

Welcome to Smart Forms for Jira!
This guide is designed to help you get the most out of your Smart Forms experience. Before you dive into the demos, here’s what you need to know about form creation, sharing, issue automation, and response tracking in Jira.

In this guide, you’ll learn how to:

  • Set up and customize forms efficiently.

  • Share forms internally and externally.

  • Automate issue creation and update Jira fields.

  • Track and analyze form responses.

SJF demo 1.mp4
Creating a Form How to manually create a form or use AI, set up fields, apply conditional logic, and customize appearance.
Copy of SJF demo 2 (2).mp4
Sharing Forms How to share forms via link, embed them on Confluence or websites
_SJF demo 3 (2).mp4
Creating Issues from Form Responses How to create new Jira issues from form responses, with or without pre-filled fields, and allow respondents to define issue type.
Copy of Copy of SJF demo 3.mp4
How to add forms to work item automatically or manually. You’ll see how to configure auto-attach rules based on project and issue type, and how to manually add a form to any Jira issue when needed—ensuring the right form is always in the right place.
Update issue fields.mp4
How to auto-update work-item fields after form submission in task. You’ll learn how to map form elements to Jira fields, attach the form to an issue, and see how the data is instantly reflected after submission