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ProForma FAQs

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Important changes to our server and Data Center products
We’ve ended sales for new server licenses and will end support for server on February 15, 2024 PT. We’re continuing investment in Data Center with several key improvements. Learn what this means for you.

General Questions

What is ProForma? Copy link to heading Copied! Show

Forms for Jira (formerly ProForma Cloud) is a no-code/low-code form builder that Atlassian recently acquired to integrate with Jira.

By integrating ProForma with Jira Service Management Cloud teams are able to quickly build forms to capture the data they need to get their work done.

With forms for Jira, project admins can:

  • Build dynamic forms to surface only the relevant fields to users
  • Leverage advanced form validation capabilities to allow teams to quickly collect and validate all the information they need
  • Get started quickly with the no-code/low-code editor and more than 325 pre-built form templates

Project admins can build build beautiful forms and documents in Jira.

What’s happening with the ProForma Cloud, Server, and Data Center Marketplace apps? Copy link to heading Copied! Show

ProForma Cloud is being integrated into Jira Service Management Cloud, Jira Software Cloud, and Jira Work Management. We will provide timelines and updates on the integration on our Cloud Roadmap page.

ProForma Server and Data Center will remain on the Atlassian Marketplace and will be supported by Atlassian. There are no immediate changes planned for ProForma Server and Data Center customers and there is no action needed on your part.

Support for Atlassian Server products, including ProForma Server, ends on February 15, 2024 PT. Users with an existing license of the app version of ProForma can continue to renew and use it until its end of life on February 15, 2024 PT.

Learn what this means for you.

What are the feature differences between ProForma Cloud and ProForma Data Center in the newly integrated Forms for Jira? Copy link to heading Copied! Show

At the launch of the newly integrated Forms for Jira , there will be minimal feature differences between the integrated Forms for Jira Cloud builder and the ProForma Data Center app available on the Marketplace. Over time, updates to Forms for Jira Cloud will be made that will differentiate it from the ProForma Data Center and Server apps.

There are no immediate changes planned for the ProForma Data Center and Server apps. ProForma will remain on the Atlassian Marketplace and will be supported by Atlassian.

Please note that forms for Jira is known as Advanced forms in Jira Work Management.

When will ProForma be fully integrated into Jira Service Management? What’s happening with ProForma in Jira Service Management Server, Data Center, Cloud, and the marketplace app? Copy link to heading Copied! Show

Forms for Jira began rollout to Jira Service Management Cloud customers on December 10, 2021. The ProForma Data Center and Server Marketplace app continue to be available for purchase.

Further integration about ProForma, Jira Service Management Cloud, Jira Software Cloud, and Jira Work Management will be announced via email and on the Cloud Roadmap.

Which ProForma features are included in Jira Service Management Free/Standard/Premium/Enterprise Cloud? Copy link to heading Copied! Show

Forms for Jira will be available across all editions of Jira Service Management Cloud. There will be no feature differentiation between editions at the time of launch.

Which ProForma features are included in Jira Service Management Data Center? Copy link to heading Copied! Show

There are no immediate plans to integrate ProForma into Jira Service Management Data Center. The ProForma Data Center app will remain available for purchase on the Atlassian Marketplace.

I already use the ProForma Cloud app. Will I be able to migrate my data into this new integrated version? Copy link to heading Copied! Show

Existing ProForma Cloud app customers will not need to migrate when the integrated features launch and will continue using the ProForma Cloud Marketplace app without any interruption.

We will give you advance notice of migration plans. Your existing data will not be lost once ProForma is integrated into Jira.

If I want to move from Server or Data Center to Cloud, can I migrate my ProForma forms? Copy link to heading Copied! Show

The ability to migrate ProForma forms and data from Server or Data Center to Cloud is not yet ready. We’re not able to provide a timeline at the moment, but we will provide updates when this can be delivered.

We have ProForma installed on our Server instance. What changes do I need to be aware of and prepare for? Copy link to heading Copied! Show

There are no immediate feature changes planned for the ProForma Server app.

Our recommendation is to migrate to Jira Service Management Cloud or Data Center when you are able to.

ProForma Server app customers can continue subscribing as normal and we will continue providing critical updates inline with Atlassian’s overall Server strategy available here.

Migration Questions

How do I migrate our form automation rules? Copy link to heading Copied! Show

Rebuilding ProForma automation rules

The ProForma automation engine will stop running rules at the end of June 2022. ProForma customers will still be able to view and delete their existing ProForma automation rules, but those rules will no longer run after this date.

Customers with ProForma automation rules running must rebuild their existing ProForma automation rules using Jira Automation. Existing ProForma customers will be able to rebuild their ProForma automation rules following migration to the new first-party form builder in Jira.

Some Jira instances with ProForma already installed may see the new Automation integration as early as April 11, 2022. Please note: the Form Submitted trigger will not work until your instance has been migrated to the new form builder. Technical contacts will receive an email notifying them of when an instance will be migrated.

ProForma automation rules are created and maintained on the forms settings page. The table below maps how ProForma automation components can be reimplemented in Jira Automation.

For a similar table with images of ProForma automation and the corresponding Jira Automation components, please click here to see the community post.

ProForma automation Jira automation

Trigger: Form Submitted

"When… this form is submitted"

To recreate this behavior use the Forms submitted trigger.

The ProForma trigger was also bound to a specific form. When recreating the rule in Jira Automation, users can select the specific form to match this behavior.

Trigger: Status Change

"When… the status changes to"

Use the Issue transitioned trigger component and specify the To status.

Condition: Specific request / issue types

Using the "For…" menu selection in ProForma automation.

Use the If: Condition and the Issue Fields Condition.

Then select either of the following fields:

  • Issue Type; or
  • Request Type

Condition: All forms submitted

Using the "If… all forms are submitted" menu selection in ProForma automation.

Use the Forms attached If block in Jira Automation to check if an issue has forms attached.

Condition: From specific status

Using the "And… the issue status is" menu selection in ProForma automation.

Use the Issue Field Condition component.

Condition: Previous Status

Using the "If… the issue status was" menu selection in ProForma automation.

Use the Issue transitioned trigger component and specify the From Status.

Action: Change status

Using the "Then… change the issue status to" menu selection in ProForma automation.

Use the Transition issue component.

Action: Add form

Using the "Then… add this form to the issue" menu selection in ProForma automation.

Use the Attach Forms action component and specify the form to attach.

Set the form Visibility to Internal or External (For Jira Service Management only) and use the checkbox to allow the form to be added to an issue more than once.

Multiple different forms can be attached with one action. To attach multiple copies of the same form, users must add the action multiple times.

Automation - Rules being retired

The following ProForma automation rule and legacy Jira Service Management Automation Action are not available in the new first party form builder.

ProForma automation What is changing?

The "Then… prevent the status change" menu selection in ProForma automation is being retired.

The Prevent the status change rule is being retired. 

This workflow validator is not available in the first-party Jira form builder.

For more information on the related workflow validator, please see the Workflow validators section below.

An example alert with an icon

To replace this ProForma automation rule, use this workaround:

Jira Automation does not prevent transitions. Users may use the If: Form Attached component in Jira Automation to check if a form is present and/or submitted/locked. If the form is not present and/or submitted/locked, users can choose the status can be changed back to another status.

The Legacy Jira Service Management Automation action to "Add a ProForma form" will stop working.

The legacy Jira Service Management automation action Add a ProForma form will stop working immediately after customers are migrated to the new native forms solution.

This feature was not ported to the new native forms solution because legacy Jira Service Management automation is being retired and the usage of this feature did not warrant reimplementing for such a short time.

Solution:

Rebuild the rule using the Attach Form action in Jira Automation.

How do I migrate our form workflow validators? Copy link to heading Copied! Show

There are two ProForma workflow validators being replaced by native Jira validators:

  • Forms attached
  • All forms submitted

If you currently use these validators, you will need to rebuild them in your workflows using the new native Forms validators (the new validators don’t have word ProForma in them).

If you choose not to rebuild any existing ProForma validators, they will simply be ignored once the ProForma Cloud app is turned off around the end of June 2022.

The “Specific Form Attached” ProForma workflow validator is being deprecated. If you currently use this validator in any workflows, you need to rebuild those workflows using the new native “Forms attached” validator.

How will my ProForma data connections be migrated? Copy link to heading Copied! Show

Your form data connections are moving to Jira Admin > Issues > Data connections.

Can we continue using Issue forms with the new form builder? Copy link to heading Copied! Show

Issue Forms are still available with some changes. The Issue Forms button will be removed from the Apps menu dropdown in the top navigation bar and the Project navigation bar.

Issue Forms are being removed from the Apps menu because the form builder is no longer a Marketplace app. The button is being removed from the Project navigation bar due to design improvements.

In lieu of these buttons we are introducing a generic URL that allows users to change between forms from one URL. You can add this generic URL to your Project navigation bar as a shortcut.

Can we still use forms with custom HTML? Copy link to heading Copied! Show

You can continue using form templates that already contain custom HTML; however, Jira will pass custom the HTML through a converter, which will only allow basic HTML elements to be displayed (e.g. b, ul, li). This may affect how some forms display to agents and customers.

The change will not affect the existing responses to fields in the form.

We have also removed the ability to add custom HTML to form templates. This applies to new and existing form templates. You can access existing HTML elements in the form builder. We recommend rebuilding the contents of any custom html element with the standard text, tables and headings available within the form builder.

We have Jira Software/Jira Work Management. When will we get access to the new form builder? Copy link to heading Copied! Show

Those instances that have or previously had the ProForma Cloud Marketplace installed and have one or more forms in a Jira Software or Jira Work Management, will continue to have access to the form builder in these project types.

Jira Software and Jira Work Management instances without ProForma installed will not yet have access to the new form builder. We’re not able to share a timeline on when the new form builder will be released to Jira Software and Jira Work Management customers.