Project Managers have access to create and edit Jira Forms. After selecting your project, on the left panel of the screen you will need to select Project Settings and the navigate to Forms.
The Forms screen will display and show any existing Forms for the project
To start a new form you will select the Create Form button
The next screen will display the new form. You'll also see three tabs: Build, Preview, and Settings
Under the Build tab, this is where you will begin your form creation. There are two options when creating a new form:
- Creating a form using a pre-existing template: You can browse the many built in templates that Jira forms has built in and customize it to your project needs. You will have the ability to delete, re-label or add to a built in template.
- Creating your own template: You have the ability to add many field types and add sections to the form as well starting from a blank form. This is done by adding Field Types and Sections.
- Field Types: Text Fields, Choice Fields, Date Fields, Numeric Fields, User Fields and Other Fields. When selecting one of these options a window pane will appear on the right side of the screen so you can change things such as the label name, description, required response option, minimum maximum characters, etc...
- Other Fields: Include Asset Objects which is linked to a "Jira Field" ex. Assignee, Reporter, Components, etc....
When you complete your new form, use the "Save Changes" button to save your work. You can then select the "Preview" tab as this will allow for you to view what the customer will see when filling out the form.
Next, you will need to select the "Settings" tab.
Request Form
When you add a form to the request form for a request type, it’ll appear for customers to fill out when they raise a request of that request type in the portal. https://su-jsm.atlassian.net/servicedesk/customer/portals
In the portal, when a customer is raising a request:
The form can be used on its own for raising requests, or used alongside existing Jira fields.
The form will appear underneath any Jira fields that were added when configuring the request type.
Form fields will look much like regular Jira fields – customers won’t notice that the form is a separate object to the usual request form that they’re used to filling out. However, after the request is raised, the form will be separated, and customers will be able to see it under Forms on their request.
If you want to use the form on its own, but automatically fill Jira fields with form field information, you can link form fields to Jira fields.
TIP: Do not duplicate fields. Your "Request Type" will already have built in fields, so a form option will be adding to the pre-existing fields.
Create New Issue
You can choose to use the form to create new issues in Jira Service Management using a URL. This URL can be shared externally so that forms can be filled out by any licensed, logged-in Jira users and create issues. This option in settings is for Project Agents/Consultants. This option is not available in the portal and it is not customer facing.