• About ProForma
    • Installing and licensing ProForma
    • ProForma features
    • Use cases
      • Facilities use case: Broken equipment
      • Facilities use case: Internal print order
      • IT use case: Bug reporting and triage
      • ITSM use case: Change management normal change
      • ITSM use case: Change management standard change
      • HR use case: Covid tracking
      • HR use case: New employee orientation
      • HR use case: New hire onboarding (shared project)
      • HR use case: Recruitment
      • Research use case: Clinic trial ethics approval
      • Software use case: Bug checklist
    • Internationalization
  • Building forms in ProForma
    • How to design great forms with ProForma
    • Form builder overview
    • Creating, editing, copying, and deleting form templates
    • Question types and validation
      • ProForma user lookup fields
    • Linking ProForma fields to Jira fields
    • Conditional logic and dynamic fields
    • Adding images to forms
    • Form settings
    • Regex validation
    • ProForma form automation
    • Data connections
    • Legacy forms overview
      • Legacy form builder overview
      • Legacy form FAQ
      • Legacy form data format
    • Workflow validators
  • Working with service projects
    • Using the Jira Service Management portal
    • Publishing ProForma forms to the portal
    • Forms and requests
    • Using ProForma with approvals
  • Working with software and business projects
    • Forms and issues
    • Create Jira issues from forms
  • Automation
    • ProForma automation
      • Creating, editing, and deleting automation rules
      • Add a form on status change
      • Change status on form submit
      • Prevent status change
    • Jira Service Management (Legacy) automation
    • Jira automation
  • Reporting and search
    • Linked Jira fields
    • Form spreadsheets
    • Using JQL to find issues that have forms
    • Exporting ProForma data
  • Administer ProForma
    • Manage ProForma
    • Configure ProForma
    • Permissions
    • Upgrading from ProForma Lite to ProForma Full
  • Advanced usage and integrations
    • Data lookup: REST APIs and Jira properties
    • Configuration Manager for Jira
    • Refined Structure and Theme for JSM
    • ProForma API
  • Troubleshooting
    • Creating support files
    • Error explanations
    • Troubleshooting automation
    • Troubleshooting data connections
    • Troubleshooting the form builder
    • Troubleshooting issue forms (creating issues from forms)
    • Troubleshooting linked fields
    • Troubleshooting permissions
    • Troubleshooting service projects
    • Troubleshooting software and business projects
    • Troubleshooting cloning and copying forms
  • Training and resources
    • User guide - Jira Service Management customer
    • User guide - Jira Service Management agent
    • User guide - Jira Service Management project admin
    • User guide - Jira admin
    • User guide – business and software projects
    • User guide - business and software project admin
    • User guide - business and software Jira admin
  • Admin FAQ
  • Developer documentation