Build a Jira Service Management Forms That Works

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If you're working with Jira Service Management, creating and managing forms effectively can be a challenge—especially when dealing with custom fields and conditional fields. But the good news is, with a few simple steps, you can dramatically improve your user experience and streamline your project management.

Remember: 

1. Conditional Fields: By using conditional fields, you can ensure that only relevant fields are displayed based on previous selections. This helps to reduce clutter and makes the form-filling process more efficient, improving the overall user experience.

2. Custom Fields: Instead of using the default fields, customizing your Jira forms with custom fields gives you the flexibility to collect exactly the data you need for each request type. This customization makes it easier for agents to process requests quickly and accurately.

3. Automation: Integrating automation with your forms can save significant time and effort. You can automate actions based on the data entered in forms, streamlining workflows and improving the consistency of your processes.

4. Simplifying Complex Requests: Instead of overwhelming users with too many fields, Jira forms let you organize and display information in a more manageable way. This results in a simpler, faster experience for everyone involved.

By following a few best practices, you can ensure your Jira Service Managementforms are optimized for both agents and end-users. Whether you're creating a simple form for a hardware request or a more complex one for onboarding, Jira gives you the flexibility to customize everything to suit your needs.

If you want to see exactly how these features work and how to implement them in your own Jira project, be sure to check out the full video tutorial linked here!

We walk through everything step-by-step, from setting up custom fields to creating conditional forms and automating workflows. It's only 15 Minutes! 

Watch the full only 15-Minutes video to learn how to Build a JSM Forms That Works 

[Anahit Sukiasyan]

Fantastic overview of how to make the most out of Jira Service Management forms! 🙌 

The step-by-step tutorial sounds super helpful-I'll definitely check it out.

Thanks for sharing these practical tips, @Celina!