Forms are a crucial component of Jira, allowing teams to gather, organize, and manage essential information efficiently. Whether you’re creating request forms in Jira Service Management or setting up custom issue templates in Jira Software, understanding how to create, edit, save, and delete forms is key to streamlining your workflows. In this guide, we’ll explore the step-by-step process for managing forms in Jira, helping you maximize the tool’s potential to improve project management and user collaboration.
Creating a form in Jira is a straightforward process. Forms in Jira help you collect specific details from users when they create issues or perform tasks. Here’s how to get started:
Step-by-Step Guide:
- Login to Jira. Access your Jira dashboard with your credentials.
- Navigate to the project. Select the project where you want to create the form.
- Access the forms option. Go to the project settings (gear icon) and find the “Forms” section. If you’re using a Jira Service Management project, forms are often found under “Request Types.”
- Create a new form:
- Click on “Create Form” or the “+” sign.
- Select a template if Jira provides one or start from scratch.
- Add fields (such as text, date, checkbox, dropdown, etc.) by dragging them from the field palette.
- Define the label for each field and any other settings like required fields or default values.
- Customize field behavior. You can set conditional logic, where certain fields appear based on the user’s input. This enhances the form’s usability by showing relevant fields depending on the user’s responses.
- Save the form. After creating the form, click the “Save” or “Publish” button to make the form available for use.
Forms may need to be updated over time as requirements change. Editing an existing form is simple and allows you to tweak fields, labels, and form structure.
Step-by-Step Guide:
- Locate the form. Navigate to the “Forms” section of your project.
- Open the form to edit. Click on the form you want to modify. Jira will open it in edit mode.
- Make Changes:
- Add or remove fields.
- Update field labels, descriptions, or options (for dropdowns or radio buttons).
- Adjust the form’s layout, such as rearranging fields or adding sections.
- Modify any conditional logic if needed.
- Preview changes. Before saving, you can preview the form to see how it will look to users.
- Save the form. Click “Save” or “Update” to apply the changes.
In Jira, saving forms is automatic for most projects once you click “Save” or “Publish.” This makes the form readily available for users when they need to fill out issues or requests.
Things to Remember:
- Version control. Jira often allows keeping different versions of forms. So, if you save an updated form, you might be able to revert to an earlier version if needed.
- Accessibility. Make sure the correct user groups have access to the form by adjusting the permissions in the project settings.
If a form is no longer needed, it can be deleted to reduce clutter. Here’s how you can delete forms:
Step-by-Step Guide:
- Go to the forms section. In your project, navigate to “Forms.”
- Select the form to delete: Click on the form you want to remove.
- Delete the form: In the form options or settings menu, you will typically find a “Delete” option.
- Confirm the deletion. Jira will usually ask you to confirm before permanently deleting the form.
- Remove associated data (optional). If the form was tied to specific workflows or request types, you might need to clean up any dependencies in your workflows or issue types.
When managing forms in Jira, it’s important to keep them simple and focused to avoid confusing users. Use conditional logic to display only relevant fields based on user input, which helps reduce clutter. Always test forms before launching to ensure they work as intended and gather the correct information. Additionally, perform regular maintenance to keep forms up to date and aligned with your project’s evolving needs, as outdated forms can negatively impact user experience.
Forms in Jira provide a structured way to gather and manage information efficiently. By knowing how to create, edit, save, and delete forms, you can better manage your project’s data collection process and streamline user interactions. Whether you’re setting up request forms for Jira Service Management or capturing task details in Jira Software, mastering these basic steps will make your Jira experience more productive and organized.
For further details, you can refer to the Atlassian documentation on how to create, edit, save, delete forms and explore community discussions on Atlassian Community.
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