JIRA Form with sub-forms

Question

Hi All

Good day. I am currently creating a JIRA ITSM Form consisting of multiple approvals

1. JIRA Form (Name: Request to purchase laptop) . The form will contain the following info
   1.1 Specs of Laptop  = Approver = IT head
    1.2 Cost of laptop = Approlver = Finance head 
     1.3 Location of delivery  = Approver = Admin head

Based on the information mentioned above , once a user raises "Request to purchase laptop" , another sub-request (possibly another sub-forms will be sent to the approvers menioned above with different form content), in other words the sub-forms needs to be

approved after which, the laptop can be purchased. 
The diagram goes something like this...

Also, the requestors need to be notified if the individual approvers has approved the sub-form.

Thanks

CHESTER RAMOS · Answer

HI Ravi,

Good day! Thanks for the respose.
Yes I was I am actually trying to have sub-tasks. I am currently exploring the functions of automation rules.
I am unsure though, what I see in JIRA Automation is that the sub-task automation rules is linear (A ->B ->C) , will it be possible for (kindly refer to the screen cap in my first post)

1. Primary task (eg: Request for Laptop form) -- once this is approved

2. The automation rules will create 3 seperate sub-tasks (generating different departmental forms to individual department heads for approval)

3. Once item 2 has been approved, the request for laptop can be closed.

Thanks

Ravi Sagar _Sparxsys_ · Answer

For notification - you can use either notification scheme or automation for a bit more customised email.

Ravi Sagar _Sparxsys_ · Answer

Hi @CHESTER RAMOS

In Jira terminology there is a something called as Screen.

* Screen contains system and custom fields
* Screen can be associated with issue operations like create/edit/view
* Screen can be associated with workflow transitions.

In your case when request is sent for approvals, they can approve/reject by clicking a transition button and a transition screen can be attached to it to capture additional fields.

Now it seems like when you say sub-form you are trying to create another request altogether, which can also be done.

* You can use automation to create a sub-task or linked issues
* These issues can have their own workflow
* You can also control whether the original request can be closed or not based on those sub-tasks

I hope it helps. I recommend create a test JSM project and explore the workflows and automation rules. There are plenty of examples online to get you started quickly.

Ravi