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Formation for Jira

Governance for your Jira fields, forms, and workflows

Real governance for your Jira and Jira Service Management fields and forms — no scripts, no workflow hacks. You define rules once, and Formation enforces them live on the form and on the underlying data, even on API and automation writes.

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Formation for Jira — every governance rule in one list, showing what each does, where it applies, and how it's enforced, with conflicts flagged

Every governance rule in one list — what it does, where it applies, and how hard it's enforced, with conflicts flagged before they bite.

What Formation does

Formation gives Jira and Jira Service Management admins no-code governance over their fields, forms, and workflow transitions. Define a rule once and Formation enforces it on every issue and request form — and, when you choose Form + data, a backend backstop re-checks and corrects values even on API and automation writes, so a rule can't be bypassed.

Formation comes in two editions: Standard covers day-to-day field, form, and workflow governance; Advanced adds continuous compliance, configuration versioning, and verifiable configuration evidence.

Explore Formation

Field & Form Governance — default, require, lock, hide, relabel, filter and validate Jira fields 🧩 Field & Form Governance Default, require, lock, hide, relabel, filter, and validate fields — conditionally, for the right audience, enforced on the form and the data. Standard Details → WIP Limits — per-status work-in-progress caps enforced as a hard block on Jira transitions 🚦 WIP Limits Cap how many issues may sit in a status at once, enforced as a hard block on the transition — the enforcement your board's coloured column never had. Standard Details → Transition Gates — require conditions to be met before a Jira workflow transition is allowed 🚧 Transition Gates Require that conditions are met — field values, cross-field rules, approvals — before a workflow transition is allowed. Standard Details → Activity — an audit trail of every backend correction Formation makes 📋 Activity & Audit A compliance trail of every value Formation set, reverted, or normalized — on which issue, by which rule, and when. Exportable to CSV. Standard Details → Compliance Sweep — a scheduled sweep that finds and optionally corrects rule violations across existing issues 🛡️ Compliance Sweep A scheduled sweep that finds — and optionally corrects — rule violations across existing issues, so governance covers the backlog, not just new work. Advanced Details → Config Versions — snapshot, diff, and roll back Formation's configuration 🕔 Config Versions Every save is a snapshot. See a side-by-side diff of what changed, who changed it, and roll back to any earlier version in one click. Advanced Details → Config Evidence — capture Jira configuration structure, detect drift, verify integrity, export to Confluence 🔎 Config Evidence Capture the structure of your Jira permission and workflow schemes, detect drift between captures, verify integrity, and export the evidence to Confluence. Advanced Details →

Runs on Atlassian

Formation runs entirely on Atlassian infrastructure. There are no external services and no data egress — all configuration lives in Forge storage, alerts stay native Jira comments, and nothing ever leaves your instance.

Looking for step-by-step guides?

The full how-to walkthroughs, permission notes, and release notes live in our Knowledge Base. This site is the quick tour; the KB is the manual.