Can multiple department teams contribute to fill out the JIRA form before an Issue is created?

[Murali]

Hello Community,

I am new to JIRA & trying to understand on what is the best way to approach this situation.

We currently have an "Client On-boarding process" managed in Monday.com which has multiple departments (Accounting, Creative , Finance teams, etc.) providing inputs at various stages of the process. These are then assigned to various teams as a task to complete based on inputs provided. From a JIRA Service Management POV, 

1. How do I go about in capturing all the information from different teams before a Task is assigned to a particular team with all the information?

2. I have build dynamic forms for the same. However, information required on the form cannot be filled by one person & does require inputs from various teams. Is there a possibility that various team members can work on filling out the forms simultaneously before a ticket is submitted?

3. Is integration of Monday.com with JIRA a viable solution to address the above issue? 

Here is an Example:

I need to Task to be assigned to our CSE (Client Solutions Engineering) team. I have built Forms & workflows requesting all the information required from business before the team can start executing the task. However, the information requested on the Forms requires inputs multiple departments before a ticket can be submitted to the CSE team.

How can I best approach this situation in the most efficient manner.

I hope to have described the situation clearly. Please let me know if you need any additional information. 

Thanks,

Murali

[Curt Holley · Accepted solution]

Hi @Murali 
Welcome to the community!

My first question is; Is this process working well currently in Monday?
If so, why reinvent the wheel?
If not, why use Monday at all now that you have JSM?

Beyond that. Why do so many different teams need to fill out a "Client On-boarding process"? 
Do they just provide answers to a few questions or are there actions for those teams as part of this process?

[Murali]

Hi Curt,

Thank you for the response. There is a defined process in monday.com. however, the goal is to retire monday.com & start using JIRA.

Yes, they do need to provide answers to few questions before the CSE team can start executing the task. With that into consideration, we build out dynamic forms in JIRA to be filled by business. However, some of field details required needs input from various team members. Thus I am trying to understand if a Form can take inputs across departments & then can be submitted.

Hope that answers your question.

Thanks,

Murali

[Curt Holley · Accepted solution]

Thanks for the context @Murali 

The forms aren't really designed to be passed around prior to creation of the request. But you could break the form down into a "Initial request form" that is filled out at creation (via the Portal), then have any subsequent forms added and filled out by the other parties by adding them as Request participants.

You probably want to do this manually for a bit and sort out what works, but then you could probably look to automate most of it.

[Curt Holley]

Have a read of this and see how you go Solved: How to search all linked issues with issues from s... (atlassian.com)

[Murali]

Thank you, Curt.

This is really helpful!

I will read through it & let you know if I have any further questions.

Thanks again!

Murali