Forms and Wizards
The Forms and Wizards feature lets you design custom actions in Jira Cloud that enable users to modify issues and execute tasks without advancing through workflow transitions.
With this feature, you can create various interface options for users, such as:
Interactive forms and wizards that appear in panels within the Jira issue view (in the right column or the main body of the issue screen).
Configurable buttons that serve as multiple entry points, each opening a different form or wizard within an issue.
This streamlined approach significantly reduces maintenance costs, simplifies development and configuration, and lets you implement complex actions without duplicating configuration throughout your workflow.
Watch this video for a brief overview of the Forms and Wizards feature:
What you need to know about actions
Forms and Wizards is the cloud version of the Power Actions for Jira DC app.
In this context, an action refers to a customizable, interactive operation that users can execute within a Jira issue panel.
Actions can be presented as standalone forms, multi-step wizards, or as a collection of buttons that each trigger their own form or wizard.
An action has the same activation structure as a workflow transition and can be performed regardless of the issue status as long as the action condition is met.
Each action is controlled by a set of SIL scripts that determine its visibility, user interface, and functional behavior.
The interface options
The Forms and Wizards feature provides the following customizable interfaces within Jira issues:
Forms provide a simple single-screen interface with all input fields visible at once. Forms are ideal for simple, straightforward tasks.
Wizards break complex processes into manageable steps, with each screen building upon previous selections. This multi-step approach supports:
Integration with external databases or LDAP directories
Creation of sophisticated decision paths based on earlier user choices
Dynamic content that adapts to user inputs across multiple screens
Buttons serve as distinct entry points to different forms or wizards within a single panel. Each button:
Acts as a gateway to its own complete form or a multi-step wizard
Allows administrators to organize complex functionality into intuitive, purpose-specific options
Enables multiple forms to coexist within the same panel without overwhelming the user.
How it works
The Forms and Wizards feature is built on three essential script components that work together as building blocks to create dynamic, interactive experiences within Jira issue panels.
Script component | Description |
|---|---|
Condition script | Controls the visibility and availability of actions. You can make actions:
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Screen scripts | Defines the user interface for gathering information. This script lets you:
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Action script | The engine that performs the actual work after all information is gathered. This script can:
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These three scripts operate as complementary components within a unified framework, providing a complete solution that guides Jira users through complex actions while maintaining data consistency and adhering to your business rules.
By separating the condition, interface, and execution layers, Forms and Wizards give you flexibility in designing and implementing user interactions in Jira without the traditional constraints of workflow transitions.
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