Are "forms" in Jira Work Management the same as forms in Jira Service Management (ProForma)?

[Gail]

We are just starting to use Jira Work Management projects for our business teams.  JWM still has a few enhancements needed so we have held off in using these projects.

Question:

In JWM is the form the same as the ProForma forms in JSM?   I know it does not have any nesting/cascading in JWM.   

I know in JWM you use fields in your project scheme to drag onto the form and in JSM you create form fields with option to link to Jira field.   We would like to be able to create an automation rule that reads form data which again I don't know is possible.

EXAMPLE

Customer submits a JWM form that uses a multi-select dropdown.   We would like to be able to "read" the dropdown values chosen and automate creating linked issues to another project based on them.    

This may be a stretch, but it is worth an ask.   Also we DO NOT use any Marketplace add-ons in our Jira so it won't help if the suggestion includes using a recommended app.   That is company policy as I am the one and only admin and support person for all of Atlassian products.

Thanks Everyone.

[Brant Schroeder]

Juliana, 

The Dashboard uses widgets that are run off of filters.  While the dashboard provides valuable insights into monitoring projects it does not have export functionality.  If you would like to export information off of the dashboard I would use the filters that feed the dashboard.  The filters allow you to export to spreadsheets.  If you want pretty exports you can setup similar reporting in Confluence and save to PDF or a plugin like JIRA PDF view to print the dashboard content to PDF.  I believe that Firefox will also allow you to print to PDF and looks ok.

[Juliana Silva]

Hi Brant, 

Thank you for your reply. It's much appreciated. 

Where would I find these filters that feed the dashboard? I'm also looking for the reporting feature in Confluence. 

Thanks,

Juliana.

[Brant Schroeder]

If you can edit the dashboard you can view the filters by editing each widget.  By editing it you will see what is feeding the widget.  Some widgets are fed by a default selection made by the widget.  Other widgets you will see Project or Saved Filter: that will point you at the filter it is using.  

In confluence you have a limited set of items that you can create.  You will need to ensure that you have an application link between JIRA and Confluence.  On a Confluence when you are editing it you can add Macros.  Under the macros section you can add graphs and issue lists based on filters.