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Smart Jira Form: For Partners

  • Product Overview

  • Business Cases

  • Helpful Resources

  • Security

  • App on the Atlassian Marketplace

Product Overview

Smart Jira Forms is a Jira add-on designed to simplify form creation, distribution, and data management within Jira projects.
It enables users to build custom forms with drag-and-drop functionality, share them externally or within Jira, and analyze responses in real-time. The app integrates seamlessly with Jira, helping teams collect and manage data efficiently. Key features include automated issue creation, form logic, integration with Jira workflows, and external form sharing.

Key Benefits

  • Simplified Form Creation: Build customized forms with an intuitive drag-and-drop interface, helping you easily collect the right data without needing technical expertise. No more manual workarounds or relying on external tools—everything happens within Jira.

  • Streamlined Workflows: Automatically link forms to Jira issues and projects, ensuring all necessary information flows directly into your tasks. Say goodbye to time-consuming data entry and inconsistent information—forms can populate issue fields for you.

  • Adaptable Forms for Any Scenario: Use conditional logic to tailor forms based on responses, ensuring users only see relevant questions. This makes data collection smarter and forms faster to complete.

  • External Collaboration: Gather feedback or data from customers, partners, or other external stakeholders with shareable links or embedded forms. No Jira access required—just send the form and get the responses right where you need them.

  • Automation That Saves Time: Connect form submissions to automated, reducing repetitive tasks and manual follow-ups. Automatically create issues or update existing ones based on the information submitted, helping you focus on higher-priority work.

  • Comprehensive Data Management: Access all form responses in one place, export data to PDF or XLSX, and make informed decisions faster. Whether it's for reporting or analysis, the data you need is organized and ready to use.

Options/Product

Smart Jira Forms

Google Forms for Jira

Microsoft Forms for Jira

Jira Service Management Forms

Form Builder

Drag-and-drop builder

Google Forms integration

Microsoft Forms integration

Select field builder

Add-on Type

Add-on for Jira

Embedding Google Form

Embedding Microsoft Form

JSM functionality

Atlassian Product Support

Jira Cloud, JSM, JWM

Jira Cloud

Jira Cloud

Jira Service Management

Conditional Logic

Yes

Yes

Yes

Yes

Question Formats

16 elements

Various

Various

Various

Question Limit

None

None

100

None

Attachments

Yes

No

No

No

Jira Issue Integration

Create issues from forms, Pre-populate issue fields, Add and submit one or more form inside Jira issues

Submit form inside Jira issue

Submit form inside Jira issue

Request form, create new issue with shared link, recommend in issue for submission

JSM Integration

Yes (Add forms to Customer Portal)

Yes

Yes

Yes

Save Draft

Yes

No

No

No

Sharing Options

Link, Websites, Embed, Jira issue, Additional form to Customer Portal, Confluence, email

Link, Embed

Link, Embed

Link, Request form, Jira issue

Response Export

PDF, XLSX

PDF

XLSX

PDF, XLSX

Automation

Integrate with Jira automation triggers, add to issue automatically based on issue type

No

Microsoft Power Automate integration

Integrate with Jira automation triggers

Limit Submission Time

Yes

No

Yes

Yes

Templates

No

Yes

Yes

Yes

Theme Customization

Yes

Yes

Yes

No

Pricing

Subscription plans

Free

Available through Microsoft 365

Available through JSM

Business Cases

  1. HR processes
    Simplify the onboarding process by collecting key information from employees using customizable forms. Automate issue creation for tasks like equipment requests and system access.

  2. Customer Feedback and Surveys
    Collect customer feedback, satisfaction scores (CSAT), or Net Promoter Scores (NPS) by embedding forms in customer portals or sharing via email. Responses can automatically create issues for follow-up actions.

  3. Project Management and Issue Tracking
    Use Smart Forms for Jira to gather project-specific data, automate task creation, and ensure all necessary information is captured in Jira issues. Add forms to issues automatically or manually to create task templates or add task checklists.

  4. Support Ticket Management
    Allow customers to submit detailed requests through the customer portal or external links. Forms can auto-populate Jira fields, reducing back-and-forth communication and speeding up ticket resolution.

  5. External Stakeholder Collaboration
    Share forms with external partners or customers to gather important data without requiring Jira access. Shareable links and embeddable forms ensure collaboration stays simple and organized.

Helpful Resources

📑 Presentation

Security

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Educational Materials

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