Jira template builder

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Jira template builder

Setup

1. Connect to Jira

After copying this doc it will need to authenticated to use your Jira instance. You should have been prompted to do this when you copied the doc, but if you have not done so yet, go to the top right nav and click “Insert” then “Packs” and finally “Jira”. From the “Settings” tab in the menu. You should be able to “Add a shared account” to use for this doc.

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2. Setup the IT requests table to use your account

This doc is built ready to use, but you do have to hook it up to the account you set up in step 1. Go to the “Resulting Issue Column of the IT Requests table and edit the column to use your account or simply click on the “Add account” link within one of the rows. We’ve included a view of the table below to make that easy.

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IT request view | Setup Jira

IT request view | Setup Jira

Resulting Issue

My laptop won’t start!

There are no rows in this table

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3. Add new values to the Template Input

The Template Input value gets written to the Description field in a Jira issue. This value is the result of a formula that combines the inputs from the row/form. To examine the formula, hover over the column and click on the column type (in this case, formula-Canvas) and then Edit Formula. This brings us to how to edit the formula:

To add new values to the formula hover over the column and click on the column type (in this case, “formula-Canvas”) and then “Edit Formula”. You can add in new columns/fields by adding the following orange parts to the formula. Make sure not to forget the commas an to replace the New Column parts with the columns you actually want to reference.

Concatenate(

"Requestor: ", Requestor, LineBreak(),

"Device(s): ", Device(s), LineBreak(),

"Software Version(s): ",Software Version(s), Linebreak(),

["New Column: "], New Column

)

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IT Requests View | Add new Template Input columns

IT Requests View | Add new Template Input columns

Template Input

There are no rows in this table

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4. Clear Demo Data

Use the button below to clear out the demo data from the template.

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Clear Requests

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5. Publish the form

You can publish

the form⁠

to the world by hovering over the form and clicking the “Publish Form” button and then pressing “Create Link” button. Click the “Privacy” tab to adjust settings around who can submit, what data is available through the form, etc.

6. (Optional) Enable Automation to submit tickets to Jira Automatically

This doc won’t automatically send new requests to Jira unless you set it to do so. Go to the top right menu ⚙️ Settings, then click Automations. In this menu you should find a rule named ‘Auto run “Create Issue”’ select the rule and toggle it to On. This automation will automatically add any new rows on the table to Jira.

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