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Introducing ProForma Lite

by Jenny Choban on September 5, 2018

IT teams aren’t the only ones who need great tools. Teams across your organization could be benefiting from Jira features. But how will you help those teams collect the specific information they need on their Jira issues?

ProForma empowers teams to create forms that embed in Jira issues.  Every fields that’s on a form is a field that doesn’t need to be added to the issue. Thus, teams can collect process-specific information without requiring custom fields or complex Jira configurations. For information that needs to be queried or reported on, you can easily link a form field to a Jira field. ProForma forms can be used internally among team members, or published to the Jira Service Desk customer portal allowing you to collect all of the needed information when a customer places a request. 

We’ve created a new option to allow teams to dip their toes into ProForma (and Jira!) – introducing ProForma Lite.


ProForma Custom Forms & Fields for Jira

What is ProForma Lite

ProForma Lite is a limited version of ProForma that you can install and use for free. ProForma Lite lets you create up to 3 ProForma forms without subscribing to ProForma or purchasing a ProForma license.

Why Use ProForma Lite

Using ProForma Lite gives you a chance to experiment with what can be achieved by adding forms to Jira issues or JSD requests.  It’s also an opportunity to demonstrate Jira’s adaptability to adjacent teams and to streamline key process by moving them out of a shared inbox and into Jira.

ProForma Lite lets you, or key agents, get familiar with the ProForma form builder. (Since forms will not impact your Jira instance it’s perfectly safe to delegate form creation to a team member.) The form builder is simple and intuitive. You can build forms from scratch or modify an existing form.

Possible Use Cases

So how should you use ProForma Lite? ProForma can be used by any team that uses Jira, regardless of whether it’s Jira Core, Jira Software or Jira Service Desk.  Possible use cases include:


  • IT Support
    If your IT Support team is already using Jira Service Desk, why not let them add a form to some of the most commonly used request types (such as Onboarding New Employee, New Hardware Request, Request for New Jira Project)? They’ll appreciate not having to parse out multiple pieces of data that have been dumped together in a description field. Getting the right information upfront will reduce work in progress and allow them to provide one-touch service.

  • Personnel Action Notifications
    ProForma and JSD make it easier for internal customers to get the help they need. You can demonstrate Jira’s functionality by empowering a team that interacts with everyone, HR, to move one of their most commonly requested processes into Jira. The ProForma template library includes dozens of forms for HR teams, including a Personnel Action Notification.

  • Project Background Information
    Embedding forms in Jira issues is a great way to keep a lot of information visible and organized. Help project teams stay on track using the Atlassian Project Poster or Project Initiation Document.

Help Us Help You

ProForma Lite is also an opportunity for us to learn about what would be most useful for our users. We’d love to hear about your use cases or any features you’d like to see added to ProForma. Feel free to contact us or come see us at booth B17 at Atlassian Summit.