Issue Forms for Confluence 101

Owned by Andreas Spall (evolu.software)
Last updated: Oct 18, 2019 by Julia Çam (evolu.software)
3 min read

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.

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

The User who views a page with the Issue Forms – create form must have the Create Issue permission within the specified Jira project.

Otherwise Jira won't allow the creation of issues.

 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")

Set up a simple Jira Project

You can use an existing project or create a new one. We will use a simple Task Management project for this 101.

Before you begin: To create a Jira Project, you must log in to your Jira instance with Jira Admin permissions.


  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.