All project owners and managers will have access to https://su-jsm.atlassian.net/jira/your-work where you will be able to manage your projects and use the form feature to create customized forms for your project. Once navigating to the JSM portal you will need to select the appropriate project. This can be found as a tile under your recent projects or by selecting the project drop down and selecting view all projects as seen below.
Project Managers have access to create and edit Jira Forms. After selecting your project, on the left panel of the screen you will need to select Project Settings and then the navigate to Forms.
The Forms screen will display and show any existing Forms for the project
*If you do not have any forms created there will be no forms listed under names. To start a new form you will select the Create Form button
The next screen will display the new form. You'll also see three tabs: Build, Preview, and Settings
This is where you will begin your form creation. There are two options when creating a new form:
- Creating a form using a pre-existing template- you can browse the many built in templates that Jira forms has built in and customize it to your project needs. You will have the ability to delete, re-label or add to a built in template.
- Creating your own template- you have the ability to add many field types and add sections to the form as well starting from a blank form. This is done by adding Field Types and Sections.
- Field Types include: Text Fields, Choice Fields, Date Fields, Numeric Fields, User Fields and Other Fields. When selecting one of these options a window pane will appear on the right side of the screen so you can change things such as the label name, description, required response option, minimum maximum characters, etc...
- Other Fields- Include Asset Objects which is linked to a "Jira Field" ex. Assignee, Reporter, Components, etc....
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