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Welcome to the 101 guide! This is a hands-on tutorial. You'll be setting up your own "Create Issue"-Forms on Confluence pages and trying it out.

While using "Create Issue"-Forms you have to take some considerations about permissions

The User how views a page with the "Create Issue"-Form on it must have the "Create Issue" permission in the JIRA project behind the "Create Issue"-Form.

 Lets check the Application Link - Precondition...

Before you begin: To check the Application Link configuration, you must log in with Confluence Admin permissions.

  1. Click the cog icon at top right of the screen and select Confluence Admin.
    The Administration Console is displayed.
  2. In the Administration section, click Application Links
  3. The List must contain one Application Link to a JIRA instance
  4. Click the edit icon
  5. The Outgoing/Incoming Connections should be "OAuth (impersonation)" (At least the Outgoing/Incoming Connections must be "OAuth")

Setup a simple JIRA Project

Before you begin: To create a JIRA Project, you must login to your JIRA instance with JIRA Admin permissions.

  1. Login into your JIRA instance
  2. Click "Projects" => "Create project"
  3. Select "Task management"


  4. Click next till you can specify the Name and Key and enter the shown values
  5. Switch to the Project settings and select "Screens"
  6. Click on the "JINC: Task Management Create Issue Screen" and remove the following fields from the Screen:
    • Reporter
    • Attachment
    • Labels



Now. That's how your "Create Issue" Dialog should look like.


Embed an automatically rendered form to a page

  1. Login into Confluence and click the Create button to add a new page
  2. Insert "Automatically rendered form" as page title
  3. Select "Other macros" to open the "Select macro" dialog
  4. Select the "Issue Forms Create" macro
  5. Select "j.in.c 101" as Project and "Task" as Issue type and click Save
  6. An empty Issue create form will be added to your page
  7. Click Save to save the page and the "Create Issue"-Form will be rendered

Embed a cusomized "Create Issue"-form to a page

  1. Click the "Create from template" button
  2. Select the "Create Issue Page" template
  3. Select "j.in.c 101" as Project and "Task" as Issue type and click Create
  4. Insert "Template based form" as page title
  5. Edit the page e.g. remove the "Issue field" / "Issue field label" macros for assignee and priority
  6. Click Save to save the page and the "Create Issue"-Form will be rendered
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