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Jira Administration Form Design

Better Jira Forms, Better Jira Data with Dynamic Fields

by Jenny Choban on September 3, 2018

Getting the most out of Jira means getting the right data on Jira issues.  Instead of adding a multitude of custom fields and building a plethora of screens, ProForma lets you create forms that embed in Jira issues/request. This is a great way to collect exactly the information you want in Jira, without combing through long comment chains, or trying to parse out multiple data points that have been lumped together in a description field.

ProForma forms are easy to create. You don’t need to be a Jira administrator or have global permissions. Nor will the inclusion of ProForma forms impact your Jira instance. An agent with Administer Project permissions can create forms that include the exact fields they need for a particular request type or issue type.

Agents can use the principles of good form design (putting fields in a logical order, only asking for what you need, thoughtful use of validation, etc.) to improve UX, and increase their ability to elicit the the data they’re looking for. We are pleased to say that we’ve just released some improvements to the ProForma form builder that will make it even easier to create user-friendly forms for Jira.

 

ProForma Forms with Dynamic Fields

If you’re ordering a steak, then your server will want to know if you prefer it rare, medium or well done. If you’re ordering the pasta, you’ll get to choose between pesto, Alfredo or Bolognese.  The answer to the first question determines what the next question will be. The steak-eater’s pasta sauce preference is irrelevant.

That happens in Jira too. And now it happens in ProForma. The form builder now lets you use conditional logic to show or hide form section depending on the response to a previous question.  This is a great way to include all of the fields you need without overwhelming users with questions you don’t need.

 

ProForma Custom Forms & Fields for Jira

Moveable Fields

We’ve also made it easy to change the order of fields on a form. Simply use the up and down arrows to move the field to the desired position on the form. 

 

ProForma Custom Forms & Fields for Jira

 

Recommended Forms

 

Well-designed forms will make life easier for users, but we also wanted to make things easier for agents. So we’ve created a way for you to associate forms with specific request types (Jira Service Desk project) or issue types (business or software projects). This means that when an agent clicks Add Form, the recommended form(s) will be prominently displayed at the top of the list. A preview of the form will also be shown, making it easy for agents to confirm that they are adding the correct form.

 

ProForma Custom Forms & Fields for Jira

 

We will continue to make improvements to the ProForma form builder in the upcoming month. Please let us know if there is a particular feature you’d like to see. If you happen to be in Barcelona this week for Atlassian Summit, then come tell us about in person! We’re at booth B17 and we have lots to share. Drop by for a copy of our new book, Effective Jira Administration, or to see a demo of our upcoming Confluence app.  If you happen by around 3:00 PM on Tuesday, you’ll also get a chance to talk to educator, author and Jira super-user, Rachel Wright.