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

Ryan Swimm February 7, 2024

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?

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Mark Higgins
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February 7, 2024

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.

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Ryan Swimm February 8, 2024

Hi Mark,

 

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

 

Thank you!

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Ryan Swimm March 5, 2024

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

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Michael Yaroshefsky - Visor for Jira
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February 7, 2024

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 February 7, 2024

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.

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