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Create a Jira issue based on the submitted form

Create a Jira issue feature enables to initiate of the Jira issue creation in a chosen project and automatically populate the Jira issue fields with the responses obtained from the form elements after each form submission.

:v:

Create a Jira issue after such types of spreading forms:

  1. Automatic Form Addition. Read more.

  2. Manual Form Addition. Read more.

  3. Sharing Forms with External Users. Read more.

  4. Customer Portal Form Addition (JSM). Read more.

:muscle:

Characteristics

  1. Project and issue type. Choose them to place the future issue in the selected project, after the form has been submitted (the most necessary settings without them issue won’t be created).

  2. Assignee. Choose the user who will get a task after the form has been submitted. If the assignee field is empty, the default assignee will be added. If you set a default assignee in your project setting, the task will be assigned to this user. If your project setting doesn`t provide for a default assignee, a new issue will be placed in the backlog or to do. 

  3. Jira and Custom issue fields. Choose which form element response needs to be populated in the selected Jira issue field

    1. The availability of Jira and Custom issue fields for relating to form elements depends on the chosen project and issue type.

    2. Jira issue fields and Custom issue fields (example of field type: text, date, number, labels) are available.

    3. :cross_mark: At the moment feature doesn’t work with such Jira issue fields like Select List and similar that have predefined values (example of field type: priority, reporter, dropdown, etc). It will be released by the end of July.

    4. Summary is a necessary element to create an issue based on the form elements. The summary must be less than 255 characters due to the Jira settings. So if your text field will contain more than 255+ characters the summary will be cut.

    5. If you didn’t choose the summary or other issue field for the issue or delete the form element(s) that was connected to the summary and other issue field, the issue will have the form name in the summary and the other issue field will be empty.

    6. All issue fields that are mandatory for issue creation will be filled by default values that are set in Project Automation or by word Forms (if it is a text field).

  4. Form responses. All form responses will be added to the Smart Jira Form widget of a newly created issue.

:warning:

If you saw a ⚠️warning after form saving read the following article.

Instruction on how to create a Jira issue based on form submission

  1. Open the Smart Jira Forms add-on. Create a new form or use an existing one.

     

  2. Next, click on the Create issue button.

     

    1. Add a project to place the future issue, issue type, and one assignee for this issue. Also, relate the Summary, Description, and other Jira or Custom fields to the needed form elements.

       

    2. When all the setting is prepared, the button changes its name to Ready To Create.

       

  3. Save the form and spread it in a convenient way (add to the Jira issue or Customer Portal, share externally). In the next gif, it is shown what happens after the user fills out and submits the form.
    Also, all form responses will be added to the Smart Jira Form widget of a newly created issue.

 

 
If you need any help or have questions, please contact us at SaaSJet Support or via email at [email protected]

 

 
Haven’t used this add-on yet, then try it now!

 

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