How to use and edit form templates in product discovery

Leah Maggin August 4, 2023

I've played around with this a bit and am really confused about how to utilize the form templates. Here is what I would like to do:

  • Edit the existing 'Problem Definition' template OR create my own custom one and have that be the default template that appears when contributors submit an idea. (So pre-fill the description section with all the prompts)
  • Edit the dropdown attributes that appear when a contributor creates an idea without changing the fields that are visible on the 'All Ideas' view
  • Make some of these dropdown attributes required when a contributor creates an idea and some optional.

Are any of these things currently possible?

 

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Hermance NDounga
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 4, 2023

Hello 

Template: You cannot edit the out-of-the-box ones :( So you can create your own using the "Create template" button from the form or from any idea description (1) 

Fields: The fields that will appear on the form are the fields that are on the view you will select (2). You can simply create a new view called "Form" and apply this one 

Mandatory fields (3): You can only choose to have all mandatory fields or none. So if some fields really are mandatory - then place these fields in the form (2), make them mandatory, and place the non-essential information in your template (1) :) 

Screenshot 2023-08-04 at 16.28.27.png

I hope it helps, 

Cheers 

Hermance

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Leah Maggin August 10, 2023

Thanks for the answer. The problems I see with this are:

One of the purposes of being able to create other views is so that we can easily collaborate and share that with other teams. This would mean to me that some fields should be configurable to be edited only by users and not contributor.

Use Case: As the Product Manager I want to create a view for my support team so that they can create ideas based on calls they have had with our customers and view previously submitted ideas. They would create the idea with the request and set the impact level, and then the product manager would set the effort and roadmap of their submission. The customer support team shouldn't be able to set the effort level/roadmap when submitting an issue but should be able to see it in this view.

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Hermance NDounga
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 11, 2023

Hey Lea, the view you are sharing with your support team can be different from the view you are using for the form. 

So You can create a view called "Support view" which displays the fields: Summary, impact level, customer name, effort and roadmap. Your support teams being contributors cannot edit what they see in the view. 

Then you share this view with the support team. 

Then you create another view called "Form view" in which you only display the fields: Summary, Impact level and customer name.

Then you go in Project settings > Feature > Create idea > and you select the view "Form view" for the form, and you make these fields mandatory. 

Now, you support teams can see in the view all the fields you want, but only have to populate two fields when creating the request. 

Niall Gallagher
I'm New Here
I'm New Here
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February 14, 2024

Hi, I'm having similar issues. I've followed the steps you mentioned but I can't see an option to add/edit fields, but instead just make updates to the description. Is there an easy way to update the fields we want to show on this idea template?

Like Jon McGevna likes this
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