Form Fields: How can i generate reports/metrics from them?

[Ryan Swimm]

Hi, I use Form Fields within JSM tickets to collect different types of values such as dollar value and tier number. How can I generate reports/metrics based on form field values from existing tickets?

[Mark Higgins · Accepted solution]

Hi Ryan,

My experience is that 'Forms' behave as blobs, in that you can not get access to the individual form fields, unless you link the form fields to a Jira Customfield.

You can then run the JQL and get the customfield. 

You do end up creating a lot of Custom fields, but the form is defintely more user friendly than a screen of Customfields.

Hope this helps.

Mark

[Ryan Swimm]

Hi Mark,

This is very helpful. I will give it a try. 

Thank you!

[Ryan Swimm]

Hi Mark,

We successfully created and mapped the custom fields. I'm trying to get the sum and average from those fields for a set amount of time. I'm trying to use filters and dashboards but it's counting the number of tickets rather than the value within the custom field. For example, a custom field is deal size. I want to get the sum of the deal sizes for a set of tickets for the month. What would be the best way to approach pulling stats from values within custom fields?

Thanks,

Ryan

[Michael Yaroshefsky - Visor for Jira]

Hi @Ryan Swimm ,

You can try creating a custom report according to Atlassian support docs

To create a new custom report:

1. From your service project sidebar on the left, select Reports then New Report
2. Enter a name for your report
3. Select add series
4. Next, in the Series dropdown menu, select the required fields
5. Add a label name for the series
6. Select a color that will display on the graph
7. You can also use JQL  to add more filters
8. Select add
9. Select create and you're done.

I hope this helps,

Michael

[Ryan Swimm]

Hi Michael, thanks for this. But the required fields do not appear in the Series dropdown. Only the "predefined series", "customer satisfaction series", "time metrics series". I don't see any of the fields from the form fields.