ProForma is available for Jira Server, with the same features/functionality as ProForma for Jira Cloud and ProForma for Jira Data Center.
ProForma is available for Jira Data Center, with the same features/functionality as ProForma for Jira Cloud and ProForma for Jira Server.
Jira Project Type
All standard ProForma features of are available for Business projects (Jira Core or Jira Service Management).
All standard ProForma features of are available for Software projects (Jira Software or Jira Service Management).
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
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.
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.
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.
ProForma forms can be in one of three states, allowing you to see how the user has interacted with the form:
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.
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
Dynamic Fields (Conditional Logic)
Use conditional logic to dynamically show or hide form sections based on the user’s response to a previous question.
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.
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.
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.
Include Images on Forms
In early release, add images to ProForma forms for branding, illustrated instructions, or simply to make your forms more attractive.
Enable for Specific Projects
Enable or disable ProForma on any project.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Any form on an issue or request, that has not been set to Lock on submit, can be reopened for editing/updating.
Connect to third-party APIs to load live data into choice questions on ProForma forms.
Select one or more users and link to Reporter or Approver fields (JSD)
Use single line text questions for collecting short, open-ended responses.
Use single line text questions for collecting short, open-ended responses.
Paragraph questions allow users to enter in-depth, multi-line responses.
Use email fields to ensure properly formatted email addresses.
Collect relevant links with URL fields.
Collect numerical values, whole or decimal.
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.
Date and/or Time
Insert a calendar picker/time picker. Collect just a date, just a time, or both.
Create clear, concise questions in terms your users will understand.
Add hints or examples to any field.
Make filling out a form simple by providing a default value as a direction to your customers.
Enter a question key to replace the label when exporting responses to a spreadsheet.
Text – Min/Max characters or words
Number - Min Max; Whole Numbers Only
Choice – Required Choice
Multiple Choice – Min/Max number of choices
Date/Time – Earliest/Latest Date/Time
Add Form on Status Change
Automatically add a ProForma form(s) to an issue when the issue changes to a new status.
Change Issue Status on Form Submission
Automatically change an issue to a new status when a ProForma form is submitted.
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.
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.
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.
Spreadsheet of Form Responses
Download a form spreadsheet with all of responses that have been submitted for a form.
Export Form Response with Jira Fields
Filter down specific issues and select Jira fields to include in an export of form data.
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.
Currently, ProForma APIs (currently only available for Server and Data Center) can be used for:
More API functions are in development.
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.
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.