ProForma: Forms & Checklist for Jira

Name: ProForma: Forms & Checklist for Jira
Rating: 3.872727155685425 (55 reviews)

by Atlassianfor Jira Cloud, Jira Server 7.3.0 - 8.16.1, Jira Data Center 7.3.0 - 8.16.1 and more versions

Versions available for Jira Server 7.0.0 - 7.2.15

Supported

Jira Service Management

Supported

Jira Service Management

Supported

Jira Service Management

Build dynamic forms or checklist directly within Jira and Jira Service Management without code or custom fields

Dynamic forms and checklists

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Build smart forms or checklists that use conditional logic to dynamically show or hide fields, ensuring teams get the information they need. Build forms without needing custom fields or complex Jira configuration.

Hints, validation and dynamic fields mean better data in requests. Use multiple forms per request and allow updates to a request after creation. Choose which forms can be seen by users and which only by agents.

Use a confluence-like editor to create beautiful forms in Jira. Logically structure your form using multiple questions types, columns and tables. Add information or warning boxes to improve user understanding.

Dynamic forms and checklists without custom fields

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Build smart forms that use conditional logic to dynamically show or hide fields, ensuring teams get the information they need. Build forms or checklists without needing custom fields or complex Jira configuration.

Dynamic forms without custom fields

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Build smart forms that use conditional logic to dynamically show or hide fields, ensuring teams get the information they need. Build forms without needing custom fields or complex Jira configuration.

More details

ProForma is now part of the Altassian Family.

ProForma is the form builder for Jira. View feature list or compare ProForma to other apps.

Instant Demo: Build forms now

Build beautiful forms & documents

Build Confluence-like forms in Jira
Add conditional logic or dynamic fields
Set specific validation rules on questions
Use tables and columns to structure forms
15 question types including user lookup
Link form fields to Jira fields
No custom fields required

Extend Jira Service Management

Use forms to allow customers to update requests after they’re created
Add multiple forms to requests
Make forms accessible in the portal

Automation & Integration

Use status change to automatically add forms
Change issue status on form submission
Integrates w/ Refined for Jira (Server/DC only) and Configuration Manager
Integrate Automation, Script Runner, Power Scripts

24-hour Support M-F with 24/7 monitoring

Enterprise Ready: SLA, Trust Center, Roadmap

25 Supported Languages: German, Chinese, Japanese…

More details

ProForma is now part of the Altassian Family.

ProForma is the form builder for Jira. View feature list or compare ProForma to other apps.

Instant Demo: Build forms now

Build beautiful forms & documents

Build Confluence-like forms in Jira
Add conditional logic or dynamic fields
Set specific validation rules on questions
Use tables and columns to structure forms
15 question types including user lookup
Link form fields to Jira fields
No custom fields required

Extend Jira Service Management

Use forms to allow customers to update requests after they’re created
Add multiple forms to requests
Make forms accessible in the portal

Automation & Integration

Use status change to automatically add forms
Change issue status on form submission
Integrates w/ Refined for Jira (Server/DC only) and Configuration Manager
Integrate Automation, Script Runner, Power Scripts

24-hour Support M-F with 24/7 monitoring

Enterprise Ready: SLA, Trust Center, Roadmap

25 Supported Languages: German, Chinese, Japanese…

More details

ProForma is now part of the Altassian Family.

ProForma is the form builder for Jira. View feature list or compare ProForma to other apps.

Instant Demo: Build forms now

Build beautiful forms & documents

Build Confluence-like forms in Jira
Add conditional logic or dynamic fields
Set specific validation rules on questions
Use tables and columns to structure forms
15 question types including user lookup
Link form fields to Jira fields
No custom fields required

Extend Jira Service Management

Use forms to allow customers to update requests after they’re created
Add multiple forms to requests
Make forms accessible in the portal

Automation & Integration

Use status change to automatically add forms
Change issue status on form submission
Integrates w/ Refined for Jira (Server/DC only) and Configuration Manager
Integrate Automation, Script Runner, Power Scripts

24-hour Support M-F with 24/7 monitoring

Enterprise Ready: SLA, Trust Center, Roadmap

25 Supported Languages: German, Chinese, Japanese…

Reviews for cloud

(55)Sign in to write a review

by Jesse LaFlair on 2021-03-26

Perfect for filling in some of the gaps that Jira has. We've been very happy with both the product and the service we've received when we needed support. It does what it does very well.

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Atlassian

Thank you for your review, Jesse! Support is a high priority for us, so it's great to hear your feedback.

Anyone interested in our support practices can have a look at our SLA and Support Policies. We have a target of responding to all queries within one hour no matter where in the world you are.

by Jennifer Luo on 2021-03-24

Proforma really allowed us to use Jira Service Management to the fullest. When managing incidents and implementing changes, we are able to take advantage of many features that help transform the Atlassian platform into a true ITSM tool. It's incredible how willing the support and development teams are to listen to our suggestions and requirements, and taking it one step further by acting on those suggestions. Keep up the good work!

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Atlassian

Thank you, Jennifer! It's wonderful to hear your feedback and get some insight into how you're using JSM and ProForma.

We actually wrote a book about how companies can leverage ITSM across their organizations. It's an exciting growth area.

From ITSM to ESM: It’s time to share the lessons, framework and tools of ITSM with all service teams

by Dean Myers on 2021-03-24

Great product, it really gets the most out of Jira Service management, love the conditional fields & API Fields!

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Atlassian

Thanks for your review, Dean!

For anyone interested in ProForma's API support, you can read up on it here: ProForma API

by Dan Hudson on 2021-03-17

ProForma has really transformed how we use JSD. It's allowed us to streamline processes that before would have taken a great amount of back and forth between customers. It's pretty easy to use and works well with automations too! The only thing we are dying to have is attachment support, but I understand that is coming soon.

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Atlassian

Thanks for your review, Dan! Yes, attachments are a common request and it is on the roadmap.

by Dan Moore on 2021-02-22

We love ProForma!! We've been using ProForma forms on our Jira Service Desk since day 1 and they have been incredible. Makes life so easy for our customers, our internal users and me as an admin. The product is fantastic and the support is out of this world, they are always super responsive and willing to help out with any issues. Also very willing to accept new feature recommendations and every release has relevant and useful features. All in all, ProForma is the #1 form app for Jira Cloud backed by fantastic customer service. You will not be disappointed!

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Atlassian

Thanks so much for your review, Dan. Our development is driven by feedback from customers like you, so keep it coming!

Reviews for server

(55)Sign in to write a review

by Rick Meredith on 2021-02-24

ProForma was exactly what we were looking for when revamping our incident handling process and looking for a simplified way to capture information and guide users through a process, while allowing us to store all the captured information in a Jira ticket for workflows and reporting purposes. With its Confluence-like WYSIWYG editor, ProForma is a breeze to use and does exactly what it says on the box. Highly recommended!

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Atlassian

Thanks for your review, Rick! We're all happy to hear ProForma has been helpful. You mention reporting so I thought it might be helpful to share that we've recently released Enhanced Export in paid versions of ProForma. You can read more about it here.

In short, with Enhanced Export you can specify the issues and fields you want to export and you can now include Jira fields using JQL filters.

by Marc Anderson on 2021-02-22

Proforma has been an excellent tool for reducing the number of custom fields required to get basic information from our customers. One thing I do wish it could do is allow for limiting choices on a linked field. For example, we have a custom field that lists all of the company departments and some of our forms use this field. However, it would be awesome if we could limit some forms so that only certain departments are available to be chosen while still letting that field link to a jira custom field.

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Atlassian

Thanks for your review and feedback, Marc. One approach that comes to mind is building another custom field that contains a subset of the master list of departments. That's not ideal but could be a solution. If you'd like to work this through together, please connect with us at support.thinktilt.com. Me or one of our awesome support team members will gladly see if we can find a good solution for you. ~Peter

by Jordan Nimlos on 2021-02-08

ProForma has been a crucial piece of our Jira platform since day one. The only reason we wanted it in the first place was as a solution for our legacy business forms that needed to migrate into our new service center, but that had fields too specific to use in more than one place. ProForma probably saved us from creating and managing 100+ fields right off the bat. We have leaned heavily on ProForma, most recently as a solution to bring our Facilities team into Jira alongside IT and Marketing. It honestly is what made it possible to fully migrate from the legacy Facilities system with all the various preventative maintenance checklists and forms that need to be done. I appreciate how easy it is to access form data in automation and Scriptrunner, especially since the newer form builder was released with updated JSON format. The support is also great. We have had very few issues stemming from ProForma, and when we have, ThinkTilt support is very responsive and helpful and has resolved issues quickly.

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Atlassian

Thanks for your review, Jordan! The whole team is thrilled to hear this kind of feedback. It's also nice to get an insight into which teams are using Jira and ProForma.

For anyone wrestling with too many custom fields, we asked Rachel Wright to help us write the book on Battling Jira Custom Field Bloat. Get the PDF version here for free (no email required).

by sudheer.edupuganti on 2020-12-22

ProForma has been great for us. Easy form creation with dynamic fields and linking to Jira fields.

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Atlassian

Thanks for your review, Sudheer!

For anyone else interested in learning how ProForma form fields link to Jira fields, you can read more about it here.

by Kimi Nakashima on 2020-12-15

ProForma has definitely helped us get a handle on our custom fields. It's easy to use and makes great looking forms. But the best thing about ProForma is its support. Everytime I've asked a question, the response has been both swift and helpful. Kudos!

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Atlassian

Thanks for your review, Kimi! The Support Team just threw a mini dance party (virtually and in chairs) when they saw this one 🥳

We work hard to provide amazing support and anyone interested in learning more about our approach can click these links to see our SLA and Support Policies.

Reviews for Data Center

(55)Sign in to write a review

by bsa5@cdc.gov on 2021-03-03

Loving Proforma Forms! We have been using Proforma forms for about a year now and it's proven to be quite the asset for our JSM projects. The built in automation tool is wonderful! We have a complex workflow and the automation in Proforma turned a complex workflow transition that would normally require some coding into a simple click. The connector option saved us from entering several lines of dropdown options in a custom field by simply connecting to a json file. The conditional sections for questions is a really sharp feature, hiding questions that are not applicable and showing options for certain criteria. We are bringing more projects into our instance and this application is a real eye catcher with all of it's cool features. Thank you ThinkTilt!

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Atlassian

Thanks for your review! It's wonderful to hear that you're using so many of ProForma's features.

For anyone interested in learning more, click here to see the tasks that can be completed with automation.

by Steven Drury on 2021-02-18

ProForma has been in our toolbox for a long time now, and it's incredibly useful for capturing issue information without the need for additional custom fields. We use it to capture information, and combine it with other tools (like Automation for Jira) to help triage issues. Their support is also incredibly responsive and knowledgable when resolving issues.

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Atlassian

Thank you, Steven! We're all very happy to hear that ProForma is in the toolbox.

The support team is here for all users and we aim to get you the help you need. For anyone interested, you can have a look at our SLA and Support Policies. We have a target of responding to all queries within one hour no matter where in the world you are.

by kranti vardhinani on 2021-01-13

This is one of the Plugins I totally rely on when designing different forms for our most complex requirements. Proforma Team is so responsive and resolves the issues right away and they are always ready to listen to your requirements and tries to help out in one or the other way.Kate Caldecott(COO) of Thinktilt always joins the calls and pulls in the right resources that can help with the issue. We almost implemented Proforma on almost 5 projects.

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Atlassian

Thanks so much for your review and kind words, Kranti! We're excited to hear that you're using Jira and ProForma on more projects.

If you're ever looking for ways to implement and design forms, you're always welcome to check out the Use Case library. We will add more use cases and we're very open to hearing from you what you'd like us to develop next.

by Krishna Agarwal, Consultant on 2020-08-18

Its nice to use this app and makes tasks easy to use and also provides great support. :)

Was this review helpful?Yes No

Atlassian

Thanks for your kind words, Krishna. For anyone interested in our support practices, you can have a look at our SLA and Support Policies. We have a target of responding to all queries within one hour no matter where in the world you are.

by James Lehmann on 2019-09-12

Good support. The product itself is fully explained in 20 min. to everyone. Creating of Jira fields for each question belong to the past. :) Thanks and keep up the good work.

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Atlassian

Thanks James for your kind words and great to hear that ProForma is a helpful addition.

Cloud Pricing

Server Pricing

Data Center Pricing

10 users$100

25 users$750

50 users$1,500

100 users$2,500

250 users$5,000

500 & upAdditional pricing details

50 users$2,500/year

100 users$2,500/year

250 users$5,000/year

500 users$8,000/year

750 users$9,000/year

1000 & upAdditional pricing details

Up to 10 users

$10

monthly flat fee

Free 30 day trial

11 - 100 users

$2.5

per user/month

Free 30 day trial

101+ users? View additional pricing examples

Pricing FAQ

How does cloud app pricing work?

Cloud apps are sold as a monthly or annual subscription. You are eligible for support and automatic version updates as long as your subscription is active.

When your subscription renews each month, you are automatically billed for apps based on the number of users in your instance.

If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

How do I determine my cloud pricing?

Apps are billed based on the number of users in your Atlassian product. Jira Cloud apps are priced based on the maximum users of the Jira products on your instance. For example, if you have Jira Software (50 users) and Jira Service Management (10 agents) on the same instance, you pay the 50-user price for apps.Note: While this app has features specific to Jira Service Management, the app is technically available across the whole Jira instance. Therefore the above guidelines for licensing across maximum users still apply.

The pricing structure for cloud apps is as follows:

Monthly subscriptions with up to 10 Atlassian product users are billed at a flat rate price.
Monthly subscriptions with more than 10 users are billed per user, starting at the first user.
Monthly subscriptions with more than 100 users are billed per user. The table above provides example pricing at various user levels.

Annual subscriptions may offer a discount depending on the number of users purchased.

Do you offer academic, community, or open-source licenses for cloud apps?

Yes. Academic, community, and open source licenses are available to qualifying organizations. See our Purchasing & Licensing FAQ for more information.

Can I extend my free trial?

For cloud apps, you cannot extend your free evaluation period. All cloud apps are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the app.

Pricing FAQ

How does server app pricing work?

Server products and apps are hosted on your servers. This app is sold as a perpetual license, and the purchase price includes 12 months of maintenance (support and version updates).

You can renew maintenance after 12 months at 50% of the current purchase price. You can upgrade the tier of your Atlassian product and app licenses at any time. Upgrade prices are calculated based on Atlassian's formula (view example).

If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

How do I determine my server pricing?

Apps are billed based on the number of users in your Atlassian product. For Jira 7.0 or later, the app tier should match the maximum tier of the licensed Jira products on your instance. For example, if you're running Jira Software (500 users) and Jira Service Management (25 agents) on the same instance, you should purchase the 500-user tier for apps. For versions of Jira prior to 7.0, the app tier should match the licensed user tier for Jira. Even if fewer users want to use the app than your Jira license, the two licenses should match exactly. Note: While this app has features specific to Jira Service Management, the app is technically available across the whole Jira instance. Therefore the above guidelines for the license tier still apply.

Can I install this app in a Data Center product?

Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.

Learn more about Data Center approved apps

What type of license do I need if I'm using this app in a Data Center product?

Because this app has a Data Center approved version, you should purchase a Data Center license for the app.

If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.

Learn more about Data Center licensing

Do you offer academic, community, or open-source licenses for server apps?

For server apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.

Community and open-source licenses are available for server apps. Learn more about community and open source licenses.

Can I extend my free trial?

For server apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.

How can I buy apps for my legacy Jira Server or Confluence Server license?

If you own a legacy Jira Server Unlimited (100+ users) or Confluence Server Unlimited (2000+ users) license purchased in 2012 or earlier, legacy app pricing is no longer available. You have two options for app purchasing:

Purchase the app at the non-legacy Unlimited (10000+ users) tier.
Renew your Jira or Confluence license at a non-legacy tier, then purchase the app at the same tier.

Learn more

Pricing FAQ

How does Data Center app pricing work?

Data Center apps are sold as an annual subscription. You are eligible for support and version updates as long as your subscription is active.

If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

How do I determine my Data Center pricing?

Can I install this app in a Data Center product?

Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.

Learn more about Data Center approved apps

What type of license do I need if I'm using this app in a Data Center product?

Because this app has a Data Center approved version, you should purchase a Data Center license for the app.

If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.

Learn more about Data Center licensing

Do you offer academic, community, or open-source licenses for Data Center apps?

For Data Center apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.

Community and open-source licenses are not available for Data Center apps. Learn more about community and open source licenses.

Can I extend my free trial?

For Data Center apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.

Atlassian provides support for this app.

Vendor support resources

Documentation

Find out how this app works.

Community

Community discussions connect you to the vendor and other customers who use this app.

See existing Q&A in Atlassian Community Ask a question in the Atlassian Community

Atlassian-hosted discussions connect you to other customers who use this app.

Vendor support resources

Documentation

Find out how this app works.

Community

Community discussions connect you to the vendor and other customers who use this app.

See existing Q&A in Atlassian Community Ask a question in the Atlassian Community

Atlassian-hosted discussions connect you to other customers who use this app.

Vendor support resources

Documentation

Find out how this app works.

Community

Community discussions connect you to the vendor and other customers who use this app.

See existing Q&A in Atlassian Community Ask a question in the Atlassian Community

Atlassian-hosted discussions connect you to other customers who use this app.

Versions

8.0.19-ACJira Cloud • Released 2021-04-22

Summary

Minor version update

Details

Minor version update

Versions

Version 8.4.2 • Jira Server 7.3.0 - 8.16.1 • Released 2021-03-04

Summary

Minor bug fixes; Export forms and Jira fields

Details

Your data doesn’t have to stay in Jira and ProForma’s newest feature, Enhanced Export, lets you specify issues and fields you want when you export your data.

Now you can export responses with Jira fields using JQL filters to find the issues you need to include in your data export.

Enhanced Export creates endless possibilities for how you can use your data. For more details on Enhanced Export and all the ways you can use it, click the link below.

More details are here

Other improvements and fixes in this release:

Text alignment is now available in the form builder.
The 'ignore validation' option is now available for when using issue forms.
Some translation improvements.

Other news

Roadmap and Retrospective for Q1 2021 | Read Here
FREE Resource: Get better data with better form design | Click here
320+ Form Templates: Available in ProForma today | Learn more

Versions

Version 8.4.2-DC • Jira Data Center 7.3.0 - 8.16.1 • Released 2021-03-04

Summary

Minor bug fixes; Export forms and Jira fields

Details

Your data doesn’t have to stay in Jira and ProForma’s newest feature, Enhanced Export, lets you specify issues and fields you want when you export your data.

Now you can export responses with Jira fields using JQL filters to find the issues you need to include in your data export.

Enhanced Export creates endless possibilities for how you can use your data. For more details on Enhanced Export and all the ways you can use it, click the link below.

More details are here

Other improvements and fixes in this release:

Text alignment is now available in the form builder.
The 'ignore validation' option is now available for when using issue forms.
Some translation improvements.

Other news

Roadmap and Retrospective for Q1 2021 | Read Here
FREE Resource: Get better data with better form design | Click here
320+ Form Templates: Available in ProForma today | Learn more

Installation

Log into your Jira instance as an admin.
Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
Click Find new apps or Find new add-ons from the left-hand side of the page.
Locate ProForma: Forms & Checklist for Jira via search. The appropriate app version appears in the search results.
Click Try free to begin a new trial or Buy now to purchase a license for ProForma: Forms & Checklist for Jira. You're prompted to log into MyAtlassian. ProForma: Forms & Checklist for Jira begins to download.
Enter your information and click Generate license when redirected to MyAtlassian.
Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.

To find older ProForma: Forms & Checklist for Jira versions compatible with your instance, you can look through our version history page.

Log into your Jira instance as an admin.
Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
Locate ProForma: Forms & Checklist for Jira.
Click Free trial to download and install your app.
You're all set! Click Close in the Installed and ready to go dialog.

Log into your Jira instance as an admin.
Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
Click Find new apps or Find new add-ons from the left-hand side of the page.
Locate ProForma: Forms & Checklist for Jira via search. The appropriate app version appears in the search results.
Click Try free to begin a new trial or Buy now to purchase a license for ProForma: Forms & Checklist for Jira. You're prompted to log into MyAtlassian. ProForma: Forms & Checklist for Jira begins to download.
Enter your information and click Generate license when redirected to MyAtlassian.
Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.

To find older ProForma: Forms & Checklist for Jira versions compatible with your instance, you can look through our version history page.

Build dynamic forms or checklist directly within Jira and Jira Service Management without code or custom fields

Build dynamic forms or checklist directly within Jira and Jira Service Management without code or custom fields

Build dynamic forms or checklist directly within Jira and Jira Service Management without code or custom fields

Dynamic forms and checklists

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Dynamic forms and checklists without custom fields

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Dynamic forms without custom fields

A Great Extension for Jira Service Management

Confluence-like forms in Jira

Atlassian provides support for this app.

Atlassian provides support for this app.

Atlassian provides support for this app.

Summary

Details

Summary

Details

Summary

Details

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