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How do I customise Issues with Forms?

As an Administrator, you can control whether Issue manager users can add specific forms to the Issues they manage. You can choose to have forms automatically added when an issue of a specific type is created, or allow them to be added manually afterward.

To add forms to Issues:

  1. Create the forms you would like to use; go to  How do I create an issue form? to learn how

  2. Open the Settings menu by clicking the icon located in the top-right corner of the screen.

    Dashboard-settings

  3. Go to “Issue customisation” on the Settings menu and click on “Issue types”.

    Issue types

  4. Select the relevant issue type and click on the “Issue forms” tab. To add a new issue form, click “Add issue form”.

    Add issue form

  5. Select the form you want to add to your Issue.

  6. To manage form settings such as Form usage (how often a form can be added to an issue) and Form application (whether it is assigned by default or manually), navigate to "Issue Forms" within the "Forms" menu option. Go to How do I create an issue form? for further details on configuring an issue form. 


When a form is removed from the Issue customization of an Issue type, it will no longer appear in newly created issues of that type, but it will remain in existing ones.