/
How do I customise Issues with Forms?

How do I customise Issues with Forms?

As an Administrator, you can control whether Issue manager users can add specific forms to the Issues they manage. You can choose to have forms automatically added when an Issue is created or allow them to be added manually afterward.

To add forms to Issues:

  1. Create the forms you would like to use; go to https://peopleintouch.atlassian.net/wiki/x/GwASzg to learn how

  2. Once you have created your forms, go to “Issue Customisation” on the menu

  3. Under Issue Forms, click the button “Add Issue form”

    Screenshot 2025-02-13 at 10.55.29.png

  4. Select the form you want to add to your Issue.

  5. Once the form is added, click the pencil icon to adjust the settings:

    Screenshot 2025-02-13 at 13.00.07.png

    1. Form usage:

      1. Once per Issue (used for statistics): This form can only be added once per Issue.

      2. Multiple per Issue (not for statistics): This form can be added multiple times within a single Issue.

    2. Form application:

      1. Manually add after Issue is created: The form will not appear in all Issues automatically. It can only be added by the Issue manager after the Issue is created (https://peopleintouch.atlassian.net/wiki/x/WYADzg)

      2. By default when Issue is created: The form will automatically be included in all new Issues by default. This setting applies only to newly created cases.

    3. You can order the forms according to your preference by clicking and dragging on the two lines next to the Form name.

Good to know

When a form is removed from Issue customisation, it will no longer appear in newly created Issues, but will remain in existing ones.