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Create a complex portal form

Outcome
Your team will understand how and when to use ProForma to build and use complex forms in various types of requests.
Processes
  • Create a form
  • Review templates and modifications
  • Link the form to a request type
  • Review automation
  • Practice area(s)
    Request management and change enablement
    Product(s) in scope
    Jira Service Management (Premium or Enterprise)
    Role(s)
    Technical SME, Incident Manager, Problem Manager, Change Manager, Technical Lead, Team Member, and Administrator
    Step
    Process
    Notes/References
    1
    Create, edit, and configure a form, with or without a template.
  • Create or edit a form
  • About form settings
  • Where can forms be used?
  • Add a form to the request form for a request type
  • 2
    Link a form field to a Jira field or other data source, so the data is updated automatically.
  • Link a form field to a Jira field
  • Create, edit, test, or delete data connections for forms
  • Add or unlink a data connection from a form
  • 3
    Test your working forms with Jira issues (tickets).
  • How do forms work in the issue view?
  • Reopen, delete, or download a form from an issue
  • View, add, or edit a form on an issue
  • Create an issue using a form
  • 4
    Manage forms.
  • Delete a form from a service project
  • Copy a form to another project
  • 5
    Use forms with automation rules.

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