Service Desk - multi step issues

Hi there, 

I am working on setting up a business service desk for our legal, hr and marketing teams to provide a platform for users to place requests for the typical services these groups offer. 

Some services require the requester to initiate a form as part of placing a request, and then the processing team will also complete a form as part of fulfilling it. 

Is there a way to present different forms at different stages of a workflow?  I'd like to present the first form on request creation, and then present a second form to complete the fulfillment step.  The effect is to digitize a request process that is currently based on a paper form, where the two aspects are present on the same paper form currently (ie, HR complete fields in this section). 

Thank you all!


1 answer

1 vote

Yes, but only for your agents.  You can use "transition screens" in the workflow to prompt for more fields or updates to existing ones.

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

3,296 views 14 20
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot