Get started with Smart Jira Forms

Smart Jira Forms is a powerful plugin for Jira Cloud that enables users to create and share dynamic forms within Jira. With a user-friendly drag-and-drop form builder, it allows you to add a wide range of fields and even attach files to collect valuable data. The plugin supports conditional logic, allowing you to create forms with questions that change based on previous answers. You can automate form addition to specific issue types or add them manually to existing Jira issues. Additionally, Smart Jira Forms allows you to share forms with external users and export form responses to xlsx for analysis. It is a versatile tool that enhances Jira’s capabilities for survey collection, feedback gathering, and data analysis.

Key points to effectively utilize Smart Jira Forms:

1. Create New Form.
   Begin your work by clicking the “+Add new” button.

    

   Customize your form by adding form elements or content blocks.
   Effortlessly create forms in just a few minutes using the intuitive drag-and-drop form builder.

    

2. Make forms dynamic.
   Harness the power of When/Then logic to create intelligent and optimized forms.

    

3. Add the form to the Customer Portal or to a Jira issue automatically / manually or even share it with external users.
   Automate the form addition by configuring it to automatically attach to specific projects and issue types upon issue creation.

    

   Alternatively, manually add the form by selecting it from your pre-existing form list using the add-on icon in the issue panel.

    

   To share the form externally, access the form within the add-on, click the “Share form” icon, generate a unique URL, and share it with the intended recipient for form submission.

    

   For Jira Service Management (JSM), refer to the documentation for instructions on incorporating forms into the Service Desk portal.

    

4. Create new Jira issues based on form responses or map issue fields based on form responses in the existing issue.

    

   Create new Jira issues based on form responses
    

   Map issue fields based on form responses in the existing issue

    

5. Export responses to xlsx.
   Access all the form responses conveniently in one central location, regardless of where the form has been added. Simply navigate to the Add-on and click on the “Responses” button to export all form responses in Excel format.