Jira Task Forms

The Jira Task Form is a type of form that automatically generates work items in Jira when configured.

Users will submit their responses using this form; while the Forms app collects data like usual, a customized work item is simultaneously created in a linked Jira instance.

Administration

Forms for Confluence requires some setup and management from site and space administrators who configure how forms behave across Confluence.

Note: Connect to Jira

Before users may use the Jira Tasks Form option, an administrator must connect a Jira instance to Forms for Confluence Cloud.

To enable Jira Tasks Forms:

Log into Confluence as an administrator.
Navigate to Connected Apps from the Confluence Administration menu.
Locate Forms for Confluence and click View app details.
Navigate to the Connections tab.
Locate Jira and click Connect.

Create a Jira Task Form

Note: Connect to Jira

A Jira Instance must be linked to Forms for Confluence Cloud before a Jira Task Form may be created. See the Administration section above to learn how to connect a Jira instance to the app.

Create a Jira Task Form from an existing page

On your desired page, click the Insert option and select Jira Task Form.
The Configure Task Form menu opens to the General tab.
Note: Pre-populated fields
The Space, Parent page, and Page title will be pre-populated using this creation method.
Provide a Task Form Name.
1. Optional: Provide a Task Form Description.
2. Optional: Add other users as Collaborators for the form.
Click Next: Jira Settings.
The Jira Settings menu opens.
Select your desired Jira Space to connect your form with.
Select a Work type to be created in Jira.
1. Optional: Click the Let the respondent decide checkbox option.
Select an Assignee to the Jira work items that will be created.
Using the Respondent Details checkbox option, decide whether to add respondent details in a comment to the Jira work items that will be created.
Click Proceed.

Create a Jira Task Form from the Forms Homepage

From the Forms Homepage, click Add new form and select Jira Task Form.
Click Proceed.
The Task form builder opens.
By default, all mandatory fields for the selected Jira spaces are added to the details of the form.
Before proceeding, ensure these align with your desired outcome and make edits as necessary.
Use the Add question option to add any Jira fields not currently shown.
Note: Incompatible field types
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.
Optional: Provide a Default answer that will populate the question and be submitted unless changed by a respondent.
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 work item created by this form.
Click Save to lock in your desired configuration.
The form appears on the Forms homepage and selected Confluence page.

Field Type availability

Standard custom field types:


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)

Advanced custom field types:


Jira Custom Field Type	Forms Compatibility
Boolean
Custom Formula
Date of First Response
Date since last comment
Domain of Assignee
Domain of Reporter
External asset platform
Global Rand
Group Picker (multiple groups)
Group Picker (single group)
Last commented by a User Flag
Last public comment date
Message Custom Field (for edit)
Message Custom Field (for view)
Number of comments
Participants of an issue
Space Picker (single space)
Rating
Reactions
Time in Status
Time interval
User Picker (multiple users)
User Property Field (<255 characters)
Username of last updater or commenter
Version Picker (multiple versions)
Version Picker (single version)