Form for Jira Serivce Desk

Question

I need help to establish some template form.

Idea: We are trying to find out how to create a form on JSD which will send to user to fill out and send back to us for those information.

- Currently, we have a Onboarding Form which has the list of software that new employees need and accounts that need to create.  This form will send to department manager.  After they fill out, check box.... they email back to us and we use this form to create new accounts and install software on new employee's laptop. Everything should be ready on his/her first date.

Let me know if this can be done in Jira, instead of email back & forth.

Nam Lam_hgjaqw · Answer

@Lachlan

Thank you for your response.  Yes, I already installed ProForma lite version.  Will test it out.

Lachlan_m9c4si · Answer

Hey @Nam Lam

I am a Technical Support Engineer working with ProForma, and I think our plugin will solve the problem your having. ProForma is designed specifically to eliminate email clutter and keep forms in JSD.

When creating an issue through your Help Centre, users can be required to fill in certain information in a ProForma form. That form will be visible when viewed in Agent View, and the values entered can even be linked to Jira fields (e.g. description) to ensure all the information if easy to see.

We also have hundreds of template forms you can use to get started quickly, including forms for onboarding, IT requests, HR, finance and many more.

If you're interested in giving ProForma a try, you can find us on the Marketplace. There is even a fully-featured Lite version you can use to evaluate.

You can find it here https://marketplace.atlassian.com/apps/1219499/proforma-lite-forms-checklists?hosting=cloud&tab=overview

Regards,

Lachlan

Jack Brickey · Answer

Hi Nam, have you considered simply building the form into the request itself. We have onboarding setup on our instance and have done just that. the user create an onboarding request type which then walks them thru all of the necessary information, e.g. software needed, hardware needed, group affiliations, etc. This is often better than attaching an actual form.