Feature

ProForma

ProForma Lite

Environment

Cloud

ProForma is available for Jira Cloud, with the same features/functionality as ProForma for Jira Server and ProForma for Jira Data Center.

ProForma forms and form data is stored in your Jira Cloud instance.

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Server

ProForma is available for Jira Server, with the same features/functionality as ProForma for Jira Cloud and ProForma for Jira Data Center.

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Data Center

ProForma is available for Jira Data Center, with the same features/functionality as ProForma for Jira Cloud and ProForma for Jira Server.

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Jira Project Type

Business

All standard ProForma features of are available for Business projects (Jira Core or Jira Service Management).

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Software

All standard ProForma features of are available for Software projects (Jira Software or Jira Service Management).

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Service Desk

In addition to the standard features, ProForma offers additional functionality for Service projects:

- Publish form to the JSM portal. When the form is submitted, a request, including the form, will be created.

- Add multiple forms to a single request to manage complex, multi-step processes via the portal

- Reopen existing forms so requests can be edited/updated from the portal

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Forms

Number of Form Templates

Build as as many form templates as you need, adding questions and information sections to ensure that you collect all of the information your need. 

ProForma Lite: Is limited to three form templates; however, there is no limit to the number of forms based off these form templates.

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UNLIMITED

3 ONLY

Number of Forms

There is no limit to the number of forms that can be included on a single Jira issue or request.

Likewise, there is no limit to the number of times a given form may be used.

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UNLIMITED

UNLIMITED

PDF of a Form

Download a PDF, either from the issue or from the JSM portal, of any submitted form. Or use forms settings to automatically generate a PDF of the form and attach it to the issue.

Lite: Can only download a basic PDF

Full: Can download a rich PDF with the layout of the form preserved.

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BASIC ONLY

Form States

ProForma forms can be in one of three states, allowing you to see how the user has interacted with the form:

Open – Open forms can be filled out by the user. A user can save a form in progress to be submitted later. Submitted – When a form is submitted it indicates that the user has finished filling out the form. Submitted forms can be reopened to allow the responses to be edited.
Locked – ProForma includes a setting that locks forms on submission, ensuring that the responses on the form cannot be changed. Locked forms cannot be reopened for editing.

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Example Form Templates

ProForma includes a library with hundreds of ready-to-use form templates. These templates can be used as is, modified to meet your teams' practices or embedded in another form

View Sample Forms 

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Dynamic Fields (Conditional Logic)

Use conditional logic to dynamically show or hide form sections based on the user’s response to a previous question.

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Confluence-style Form Building

Use page layouts, tables, rich text formatting and insert panels to create beautiful, user friendly forms. It's like having Confluence editing capabilities in a Jira environment.

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Multilingual Support

ProForma has full multilingual support on the issue/request forms pages and on the JSM portal. Forms templates and responses can be written in any language. Validation messages and the user interface are also multilingual.

If we do not currently support your required language, please contact us and we can work on providing the relevant translation. 

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Link Directly to Forms

Link directly to a form that can be used by logged-in Jira users to create issues. Include links in Confluence pages, a Jira sidebar, notifications, etc.

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Include Images on Forms

In early release, add images to ProForma forms for branding, illustrated instructions, or simply to make your forms more attractive.

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Configuration

Enable for Specific Projects

Enable or disable ProForma on any project.

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Bulk Project Toggle

For instances with a high volume of Jira projects, use the bulk toggle button to quickly enable or disable ProForma on all projects.

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Project Level Administration

Project administrator can create, edit and maintain their forms, and can also set up most form automation rules without the assistance of Jira Administrators.

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Control Analytics & Messaging

Control whether non-identifiable user analytics data is sent to our servers. The Intercom app used for onboarding can also be disabled.

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Control Use of Clickable Links and HTML

Control whether or not HTML can be included on forms and whether or not entries in URL fields will be rendered as clickable links when the form is in view mode.

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Custom Fields

Reduce Custom Fields

Form fields allow you to collect additional data without creating Jira custom fields. Teams can collect all of the information they need without burdening the Jira administrator or impacting Jira performance.

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Link Form Fields to Jira Fields

Form fields can be linked to Jira fields (standard or custom), making the data available for reports, JQL queries, automation, etc. The value entered in the form field will populate the Jira field and vice versa.

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Preserve Original Form Value if Jira Field Updated

If a form is SUBMITTED or LOCKED, the contents of the form will not change even if  linked Jira fields are updated. This allows Jira to be used as a system of record.  

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JSM Portal

Use Form to Create Requests

ProForma forms can be published to the JSM portal, allowing service teams to collect the exact information they need for a given request type. When the customer submits the form, a new request is created, with the form include.

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Multiple Forms

Service agents can add additional forms to the request. Forms can be added for internal service team use, or to collect additional information from the customer. Forms that were added for internal processing can later be made external to share the results with the customer.

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Update Requests

Service agents can reopen submitted forms, allowing customers to edit/update their responses. This ensures that the most up-to-date data is in the appropriate field, not buried in a comment chain.

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Leave Form Open After Request Created

A form setting allows you keep forms open (editable) even after the customer creates the request. Use this feature for long forms that need to be filled out in stages, or for iterative processes with a lot of feedback going back and forth.

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Issues / Requests

Create Issues/Requests from Forms

Use ProForma forms published to the portal to create requests in Service projects. 

For Software or Business projects, enable the Issue Forms feature to allow users to access and submit forms directly from the Jira navigation menu. When the form is submitted, an issue – with the form included – will be created. Include links to these forms in notifications, Confluence pages or your Jira sidebar.

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Add Form(s) to Issues/Requests

Manually add forms to existing issues with the click of a button. Select from all available forms or from a list of forms recommended for the indicated issue type/request type.

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Multiple Forms per Issue/Request

Organize data by including as many forms on an issue/request as needed. Add multiple copies of the same form to capture the state of an issue at a particular point in time. Or add different forms to collect different pieces of information, or data from different users.

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Submit/Lock Form

Set forms to lock on submit, ensuring that responses cannot be changed once the form has been submitted. Alternatively, leave forms unlocked to allow for future editing.

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Reopen Forms

Any form on an issue or request, that has not been set to Lock on submit, can be reopened for editing/updating.

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Integrations

Third-party APIs

Connect to third-party APIs to load live data into choice questions on ProForma forms.

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Configuration Manager for Jira

Supports for Configuration Manager for Jira (version 6.3.4+). makes it easy to migrate form designs from one project or instance to another, or from one Jira instance to another. 

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Deep Clone for Jira

Support for Deep Clone for Jira (Cloud only) makes it easy to clone issues, including completed ProForma forms to other projects.

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Refined Structure and Theme for JSD

Combining ProForma portal forms with Refined Structure and Theme allows you to create a useful, branded portal that collect all the data service agents need. 

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Insights

Integration with Insights is currently under development. Contact us if you would like more information.

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EazyBI

Integration with EazyBI is currently under development. Contact us if you would like more information.

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Question Types

User Lookup

Select one or more users and link to Reporter or Approver fields (JSD)

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Short Text

Use single line text questions for collecting short, open-ended responses.

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Long Text

Use single line text questions for collecting short, open-ended responses.

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Paragraph

Paragraph questions allow users to enter in-depth, multi-line responses.

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Email

Use email fields to ensure properly formatted email addresses.

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URL

Collect relevant links with URL fields.

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Number

Collect numerical values, whole or decimal.

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Choice (Single, Multi-Select, Dropdown)

Use choice question to present specific options to uses. Choice questions can be used to trigger conditional logic in subsequent form sections.

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Date and/or Time

Insert a calendar picker/time picker. Collect just a date, just a time, or both.

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Question Properties

Labels

Create clear, concise questions in terms your users will understand.

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Description

Add hints or examples to any field.

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Default Values

Make filling out a form simple by providing a default value as a direction to your customers.

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Question Key

Enter a question key to replace the label when exporting responses to a spreadsheet.

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Validation

Text – Pattern (Regex) Matching

Collect exactly the information you want in the just the right format. See our Pattern/Regex Examples

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Text – Min/Max characters or words

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Number - Min Max; Whole Numbers Only

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Choice – Required Choice

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Multiple Choice – Min/Max number of choices

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Date/Time – Earliest/Latest Date/Time

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Automation

Add Form on Status Change

Automatically add a ProForma form(s) to an issue when the issue changes to a new status.

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Change Issue Status on Form Submission

Automatically change an issue to a new status when a ProForma form is submitted.

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Prevent Issues from Changing Status

Prevent an issue from changing to a new status unless a ProForma form(s) is included and submitted on the issue.

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Add Forms with JSM Automation

Create a custom JSM automation rule to automatically add a ProForma form to an issue.

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Automation for Jira (Server)

Use Automation for Jira to copy forms between issues/requests; trigger an automation rule based on a change to field or form; use form data in automation rules.

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Project Automation (Cloud)

Trigger an automation rule based on a change to field or form; use form data in automation rules.

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Reporting

JQL Queries and Jira Reports

Link form fields to Jira fields to access form data via JQL queries or include the data in Jira reports.

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Spreadsheet of Form Responses

Download a form spreadsheet with all of responses that have been submitted for a form.


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Search

Currently, to include ProForma form data in searches, you must link the field to a Jira field.

Alternatively, you can download a spreadsheet of form responses and use Excel’s search function.

Improving ProForma’s search capacity is a priority and is slated for development shortly.

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API

APIs

Currently, ProForma APIs (currently only available for Server and Data Center) can be used for:

-Exporting ProForma data
-Adding a form to an issue
-Reopening a form
-Submitting a form
-Unlocking a form

More API functions are in development.

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Resources

eBooks & Whitepapers

ThinkTilt has published a number of eBooks to assist administrators get the most out of Jira. The books include

1. Effective Jira Administration
2. Battling Jira Custom Field Bloat
3. From ITSM to ESM: Enterprise Service Management with Jira Service Desk.

Download eBooks & Whitepapers

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Training Resources

There is a comprehensive list of the skills and techniques to making the most of ProForma. Each skill links to the applicable documentation page as well.

View Skill List

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Hundreds of Example Form Templates

ProForma includes a library with hundreds of ready-to-use form templates. These templates can be used as is, modified to meet your teams' practices or embedded in another form.

View Templates

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Instant Access Demo

Instant access demo site (no login required) for experimenting with the form builder and copying example forms to your instance.

View Demo

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Support

Cloud Security Program

Member of Atlassian’s Cloud Security program. Current Program membership valid through 26 July 2020.

Atlassian Cloud Security Compliance

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Enterprise SLA

ThinkTilt provides 24 hour support Monday-Friday, ith the aim of responding to all support queries within one hour, and four hours at the outside. Refer to the SLA for more details.

Staff monitor support channels for critical reports/ major outages 24/7. Outages and highest priority support requests are responded to appropriately.

Go to Service Level Agreements and Escalation Policy

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Documentation

You're reading it. We actively maintain and update our documentation, plus there is an in app assistance widget.

Documentation

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Status Page

The ThinkTilt status page, covering ProForma servers, is available at

status.thinktilt.com

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Partner Program

Resources and priority support for affiliated Solution Partners.

Partner Program Information

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