Does anyone know how to add a custom form when adding a transition in a workflow?

Question

I am creating a onboarding process flow for my company. When the applicant moves, there are specific tasks, in which I created individual forms, to be completed by the person. So when I update the workflow and have it assigned to the specific person, I would like to add a custom form for the assigned person to complete. Can this be done?

Matheus Souza Alves_TitanApps_ · Answer

Hi Angel,

Matheus from the TitanApps team is here.

Your onboarding process looks like a perfect fit for the functionality of our Smart Checklist for Jira add-on.

Our add-on allows assigning users to specific items in your checklist. This gives visibility for the users whom can track all the items assigned to them. Read about formatting possibilities here and watch our demo.

With our Templates feature and Automation for Jira, you can streamline your entire process, saving time and ensuring consistency.

Templates allow you to craft checklists for each of your onboarding process steps, eliminating the necessity of re-creating checklists for every new onboarded member. Then you can use Templates with Automation for Jira tool to automatically add them your tasks after certain triggers/events.

Feel free to reach out to us directly at support@titanapps.io or book a demo .

Let us know if you have any other questions.

Regards,

TitanApps Team.

Christopher Yen · Answer

I was also looking for issue view forms to guide agents through a workflow but have yet to find one a solution using forms or screens but we ended using checklists for our onboarding process.

As the onboarding record moves through the workflow different checklists are added via automation and in the workflow we added a condition that the record cannot move to the next status until the checklist is complete.