Admin FAQ

What licenses are needed to use ProForma? 

For Service Management projects, the license requirements are:

  • Person making the request/submitting the form via the customer portal - no license required for Jira Service Management or ProForma

  • Team members handling the request (agents) - JSM license required, ProForma license required 

  • Person approving request via JSM - no license required for JSM or ProForma

  • Person approving request via an additional ProForma form -JSM license required, ProForma license required

For Software and Business projects, the license requirements are:

  • Person making the submitting the form - Jira license required, ProForma license required

  • Team members handling the issue - Jira license required, ProForma license required

  • Person approving request via a workflow transition or an additional form -JSM license required, ProForma license required

How can I extend my evaluation license?

Jira Data Center customers can extend their licenses for up to 6 months by generating consecutive 30-day licenses. To generate a new license, go to ProForma in the Atlassian Marketplace, click Try it free and then click Start free trial. You will be directed to generate a new license. Paste this license key into the add-on listing in UPM from your Atlassian host product.

How do I convert from ProForma Lite to ProForma? Will the forms I created in ProForma Lite be lost?

Along with allowing you to create an unlimited number of form templates, the full version of ProForma offers a few advanced features that are not available in ProForma Lite. Click here to see a comparison of ProForma vs ProForma Lite.

Follow the instructions here to upgrade from ProForma Lite to the full version of ProForma. Note that you will not lose any forms or form data with conversion from ProForma Lite to full. 

Will ProForma Impact Jira's Performance?

ProForma went through intensive testing as part of the process for obtaining Jira Data Center approval. The scope of the testing entailed the following:

  • User actions - the performance of interactions that users have with ProForma

  • API Definition - the performance of ProForma APIs

  • Endpoint response times – the performance of Jira APIs while ProForma is installed

These items were tested with different hardware and data complexity scenarios: from one to four Jira nodes; PostgreSQL, Oracle, MySQL and SQL Server databases; and data size was varied from small to large size profiles.

ProForma was tested successfully with 2,000,000 issues and 2,000 projects.

How are changes to a linked Jira field made via a ProForma form tracked in the Jira history? 

In Jira Data Center, the audit history reflect the individual user who made the change.

How do I generate a developer license for ProForma?

Data Center customers can get a developer license for ProForma just as they can for hosted Atlassian products. Developer licenses are intended for staging or development environments only. Customers who have purchased ProForma through the Marketplace can get a developer licenses by clicking the View Developer License link from their license page on

The license types between the app and host application must match. That is, an app with a developer license only works in a host application that also has a developer license. The same applies to production licenses–a host application with a production license only takes apps that also have production licenses. If an app license type doesn’t match its host application, the UPM reports a license error status of “Incompatible with product license (wrong type)” for that app.

Find out how to create developer licenses here: What are developer licenses, how are they used?

How do I prevent my firewall from blocking ProForma? 

ProForma does not require access to any external hosts and provides all necessary scripts directly within the plugin.

Where does ProForma store its data? What type of database does it use?

ProForma stores its data directly in Jira, without using any external database. The data is stored in Jira entity properties on the issues and projects in your Jira instance. ProForma accesses the data by using Jira's APIs as documented here. The forms and form templates are stored as JSON data structures. 

What happens to my data if I stop using ProForma?

ProForma data is stored as hidden properties on Jira projects and Jira issues. Removing ProForma will not remove the data. The data will only be lost if the issues are deleted.

If ProForma is no longer required, it can be removed from a Jira instance. However, we recommend that you leave ProForma installed and simply unsubscribe/let your license expire. If your ProForma license/subscription expires you will not be able to create new form templates, or add forms to an issue. Depending on your Jira instance, you may or may not be able to view existing forms. 

If you no longer wish to maintain a ProForma license/subscription and you have been using ProForma for some time, we recommend that you downgrade to ProForma Lite. While you will not be able to create new forms, this will ensure that existing forms on issues continue to be available.

How do I perform a backup and recovery of data stored in the ProForma forms? 

Users can back up an entire Jira instance using the native database backup tools or Jira's XML Backup Utility as found in Jira Administration > System > Backup system. Note that ProForma data will only be available in the restored instance, if the entire instance is restored.  If you restore a single project, ProForma data will not load. 

To back up to and restore an instance:

  • Use the Backup system feature from Jira system settings.

  • When you wish to restore, use the Restore system feature from the Jira system settings. Select Restore system to ensure ProForma is included in your restoration.

Last modified on Jun 18, 2024

Was this helpful?

Provide feedback about this article
Powered by Confluence and Scroll Viewport.