Create Multiple Issues from a Single Form with Multiple Requests

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Now let's say employees or customers have to make a few different requests that are related to one another. For instance, onboarding an employee may require assigning both a laptop and permission to enter certain areas. Instead of burdening users with multiple forms, you can embed secondary request forms into one single main form with Smart Forms for Jira help. This setup allows it to treat each additional request as an issue unto itself while keeping workflows organized and minimizing time spent on data entry.

Here's how you can set up an all-in-one request form where users can easily ask for multiple items in one form, yet each requests generates its own separate issue.

Use Case Scenario: Merging Several Requests in One Form

Example: HR wants to ease the onboarding process by enabling the newbies to require certain things (like laptops and access permissions) using one form. Here goes how you are going to set up.

1. Main Form Setup
   Create an initial form, titled "Onboarding Request," which contains capturing all the main details with the final question asking, "Do you need anything else?" The user can select from "Yes" or "No."

2. Create additional forms and set them up:                                                              Create all forms and set "create new issue" feature so that each form submission will create separate issues for different departments based on the form.

3. Additional Requests-Conditional Logic
   Upon the user selecting "Yes," this reveals more options, such as Request Laptop and Request Access. Each option will link to a different form to let the user fill out specific details about each item.

4. Separate Issues upon Request
   For every submission of an embedded form, Smart Forms for Jira automatically creates separate issues in Jira. Each request of taking an item into work, be it a laptop or access, will therefore be treated and processed separately. This way, all activities remain organized, and mix-ups do not occur.

Configure a Multi-Request Form Using Smart Forms for Jira

1. Design a Main Form, name it "Onboarding Request"
   In Smart Forms for Jira, create one main form-for example, "Onboarding Request"-where the user will be able to provide general information. Once there, add a question like "Do you need additional items?", with options such as "Yes" and "No", where the user can point out if they need to do extra requests.

2. Show More Forms based on Condition
   On Smart Forms, use conditional logic to show more request forms to a user based on what their response is. For instance, once they select "Yes," you could show them options like "Request Laptop" and "Request Access." And each of these requests is a different form, embedded within the lead form through shared form links so that users can jump from one request to another with ease.

3. Configuring Issue Creation for Every Request
   In Smart Forms for Jira, every embedded form has to be set up in such a way that a new Jira issue is created on submission. That means if the user requests both a laptop and permission access, there would be two different issues created for each of the requests. This setup allows one to track each item request alone, which can be granted separately by HR or IT without any follow-up.

How It Works for the User

1. User Fills the Main Form until the aditional form appears
   They fill out the "Onboarding Request" form, and at the bottom, select "Yes" to the question "Do you need anything else?"

2. Additional Request Forms Appears
   Based on their selection, forms for "Request Laptop" and "Request Access" pop up within the main form.

3. Separate Submissions of Forms Create Issues
   Upon every submission of a form that a user fills in, Smart Forms for Jira will create an issue for each request. Thus, every department will have separate tasks; for example, IT departments manage laptop requests, while Security would deal with access requests.

Advantages of Embedded Forms in a Multi-requesting Scenario

• Smoothening User Experience: Users can request multiple things on one platform without needing to fill in the forms every time, so that would save time and speed up the process. This proves most efficient for scenarios such as onboarding, where new employees request resources needed to get going all at once.
• Organized Issue Management: In this approach, each request opens a separate Jira issue. Thus, the hardware requests that belong to IT and the access requests that belong to Security can be independently processed by these teams, saving lots of time in internal processes.
• Customizable and Flexible: With conditional logic and embed form options, Smart Forms for Jira lets you set up workflows tailored to meet user needs by showing only the forms and fields relevant to each different scenario.

Real-World Example

Suppose there is a new developer, Jamie who is beginning to work with your company. Jamie goes through and submits the onboarding form, in which one of the questions provides a selection asking if they need extra equipment or permissions. Jamie selects "Yes", and submits forms for one laptop and an access permission.

• Issue per Request: Submittal opens two separate new issues-one sent to IT regarding the request for the laptop, and another sent to Security concerning access permissions. Each team will work on only one problem, without duplication, which allows for clear task management visible upfront.

This not only simplifies the process for the user but also structures and keeps all the requests clear as to what the different departments and their staff need to be doing.

By leveraging Smart Forms for Jira's embedded forms and conditional logic, one easily can create an intuitive, centralized form experience that handles multiple requests with seamless ease, ensuring users can submit all their needs at once while giving each request the independent attention it requires.