Customised Forms

[Macbooks]

When we onboard new employees we have a bog standard word document, which contains check boxes against things like products required, shared mailboxes required etc

Am looking to provide these options in the Onboard new employees section and was considering using the Components option to manually list each mailbox, product etc.

However is there a better way of achieving this? So for example a manager completing the onboarding request could select from a drop down menu, which mailbox they need, which product etc

[Olga Videc · Accepted solution]

Hello @Macbooks 

Welcome to the community, you can use a free form app, you add a form to the desired request/s.

https://marketplace.atlassian.com/apps/1219499/proforma-lite-forms-checklists?hosting=cloud&tab=overview

BR, Olga

[Macbooks]

Thank you, and not to sound like a n00b however how does one add a created form to for example the onboarding ticket template?

[Macbooks]

Actually found this video...

https://www.youtube.com/watch?v=5ML48EgujHg

which details adding custom fields, which is what I was looking for

[Olga Videc]

Ok, great :D

If you have any more questions, don't hesitate to ask.

Here is the documentation.

https://docs.thinktilt.com/proforma/

BR, Olga

[Julia Shcherbyna _SaaSJet_]

Hi @Macbooks, welcome to the Atlassian Community!

This article will be useful for you How to set up Employee Onboarding in Jira Cloud

We've just developed an add-on for a simply create business process template without specific knowledge. You can try it for organizing the onboarding process in your company:
BPM (Business Process Manager)

It allows creating a template with all steps need to finish the process, all steps include the form need to submit, assignee, and project. Once the process starts all issues will create immediately. 

Try it free, and use an existing process template or create your own.

Write me if you have a question. Hope it is useful for you
Regards

[Simon H]

An update on ProForma and Forms in Jira Service Management. ProForma was acquired by Atlassian and is now being included as a part of JSM.  You can find it under Project Settings > Forms

The ProForma and ProForma Lite marketplace apps for Cloud have been removed from the marketplace.