How to get an overview of all saved form fields, attached with open tickets?

[fabio_cabrita]

Hello everyone,

I have an issue, we have forms for onboarding and offboardings, that are attached automatically on requests related with these subjects, and we are having issues with visibility, in general.

Before we were using an excel table, from where we were controlling all related steps per onboarding and offboarding, and it was possible that way to check per step all users, but now we have to go on each ticket/request to check each form, and this is a huge hassle.

Do you know a way from where we could have an overview of all form fields related with open tickets? if there was a way from where we could update such fields from an overview that would be really great.

[Rudy Holtkamp]

Hi @fabio_cabrita ,

There are two ways to do this:

1. For each form field you need to link it to a Jira field. When a form is filled, the Jira fields will automatically be filled too. This is the easiest way to get the overview you want.
   
2. You can use automation to do an API call to get the answers from the forms. This is quite a complicated procedure, but if you are handy with automation and REST API you can pull this of.

Good luck,

Rudy

[fabio_cabrita]

So there's no way to show saved info of those forms on some sort of dashboard or anything like that, is that it?

I know how to handle API calls and automation, but was expecting something built in to check this info, since there are index's per field, so it's possible to show/organize these inside of a table.

[W_Diehl _Litew8 GmbH_]

Hello @fabio_cabrita

as @Rudy Holtkamp said, if you want to use forms data in Jira automation rules, native dashboards or other reports, the best option is to link the fields to custom fields.

Since you specifically asked for 'forms on some sort of dashboard'. We've had a customer require the same functionality so we've built it and decided to put it on the marketplace for free. Give it a try, and let us know what you think.

Forms Data Overview for JSM