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. |
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Processes | |
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 |
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1 | Create, edit, and configure a form, with or without a template. | |
2 | Link a form field to a Jira field or other data source, so the data is updated automatically. | |
3 | Test your working forms with Jira issues (tickets). | |
4 | Manage forms. | |
5 | Use forms with automation rules. |
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