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Jira Task Forms

learn how to use a form to automatically generate a Jira ticket.

Sandy Fargus avatar
Written by Sandy Fargus
Updated over 2 weeks ago

The Jira Task Form is a type of form that automatically generates tickets in Jira when configured.Users will submit their responses using this form; while the Forms app collects data like usual, a customized ticket is simultaneously created in a linked Jira instance.

Administration

The Jira Integration tab on the Administration Configurations page allows you to add, edit, and delete connections with a Jira instance.

For full documentation on this process visit https://docs.adaptavist.com

Create a Jira Task Form

To create a Jira Task Form from an existing Confluence page:

  1. On your desired page, click the Insert option and select Jira Task Form.
    The Configure Task Form menu opens to the General tab.

  2. Provide a Task Form Name.

    1. Optional: Provide a Task Form Description.

    2. Optional: Add other users as Collaborators for the form.

  3. Click Next: Jira Settings.
    The Jira Settings menu opens.

  4. Select your desired Jira Project to connect your form with.

  5. Select a Ticket type to be created in Jira.

    1. Optional: Click the Let the respondent decide checkbox option.

  6. Select an Assignee to the Jira tickets that will be created.

  7. Using the Respondent Details checkbox option, decide whether to add respondent details in a comment to the Jira tickets that will be created.

  8. Click Proceed.

To create a Jira Task Form from the Forms Homepage:

  1. From the Forms Homepage, click Add new form and select Jira Task Form.

  2. Click Proceed.
    The Task form builder opens.

  3. By default, all mandatory fields for the selected Jira project are added to the details of the form.
    Before proceeding, ensure these align with your desired outcome and make edits as necessary.

  4. Use the Add question option to add any Jira fields not currently shown.

  5. Optional: Provide a Default answer that will populate the question and be submitted unless changed by a respondent.

  6. Optional: Use the Hide this question checkbox option to make the question invisible to respondents.
    You can use this with a desired default answer if you want the same value entered in this field for every ticket created by this form.

  7. Click Save to lock in your desired configuration.
    The form appears on the Forms homepage and selected Confluence page.


Field Type availability

A warning icon is shown if the field type is incompatible with the Jira Task Form.
See the table below for the compatibility of Jira custom field types with Forms for Confluence.

Jira Custom Field Type

Forms Compatibility

Checkboxes

Checkbox

Date Picker

Date Picker

Date Time Picker

Labels

Short Answer

Number Field

Short Answer (numeric version)

Paragraph

Long Answer

Radio Buttons

Radio Button

Select List (cascading)

Select List (multiple choices)

Drop Down (multi-select)

Select List (single choice)

Drop Down

Short text (plain text only)

Short Answer

URL Field

Short Answer (URL validation)

User Picker (single user)


For our full help documentation please visit https://docs.adaptavist.com

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