Issue Forms for Confluence 101

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 them out.

Set up a simple Jira Project


  1. Login to 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 these values:

    NameIssue Forms 101
    KeyIF
    Project Leadyour user



  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, this is what the Create Issue dialog should look like.


Embed an automatically rendered form into a page

  1. Log in to 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 form macro.


  5. Select Issue Forms 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 customized "Create Issue" form to a page

  1. Click the Create from template button.

  2. Select the Create Issue Page template.


  3. Select Issue Forms 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.