How to create an issue in jira core project (Process managment) when employee complete the form

[Usman Jawaid]

Hi,

I am newbie to Jira - started working with Jira not long ago. After successful implementation of Confluence last month, my manager wanted me to explore jira core for document review (process management).

I wanted to build policy management system in Jira core for governance department.
Following is the workflow of  governance department:

1. Employee fill form (Request to develop policy)
2. Policy allocated to owner/author
3. Draft policy prepared
4. Draft sent to user group for review
5. User group changes made
6. Policy sent to Governance for review
7. Suggested changes advised to owner by Governance
8. Amended policy sent back to Governance by owner
9. Governance distributes policy to wider community (Faculty/Faculty Executive or as determined by owner) for feedback
10. Governance sends summary of feedback to owner
11. Final policy submitted by owner to Governance for approval
12. Governance sends to delegated approving authority for sign-off
13. Governance posts approved policy on intranet
14. Document repository holds approved current and historical versions of all policies
15. Document repository has keyword search functionality + A-Z listing of all policies
16. Document repository holds resource documents (e.g. policy template, policy writing guide, policy communication guide, policy dictionary, etc.)

I know it is possible to achieve this by creating workflow in Jira Core but not sure how to initiate a task (document review) by collecting request via form (step 1).

Could someone please guide me I googled, watched Youtube videos, there is no information available but they are some  add-on available not sure if that is the solution!




 

[Nic Brough -Adaptavist-]

It all depends on what you are doing to "collecting a request via form".

The obvious options is to have the user creating the form click "create issue" in Jira and have all the form data in there.  This is also the easiest, as it means no coding, no fuss and you have all the fields in Jira already for the lifecycle of the issue.

If you don't want to do that, you'll need to explain what form you are doing, how it is implemented and so-on.

[Usman Jawaid]

@@Nic Brough [Adaptavist I prefer user shouldn't create an issue in jira as I don't want to give Jira access to user. User is basically an non-technical employee or/and external researcher. I was thinking to create an open space in Confluence with one page (Request to develop policy form). when user click submit confluence send value to jira and jira create an issue might be there is another easy way therefore i need expert advice.

[Nic Brough -Adaptavist-]

Yep, understood.

You will need to get a forms add-on for Confluence (it's a wiki, not a form system), and then do a bit of coding to get the submit to poke an issue into Jira over REST.

[Usman Jawaid]

Got form add-on on Confluence not sure how to achieve the rest could you please refer me to some learning material or code in URL? what you think about issue collector?

[Nic Brough -Adaptavist-]

An issue collector would bypass the usage of a form in Confluence, as it has its own fields to pass to Jira, unrelated to the content of the Confluence page.

It is a very good idea, if you can get all the fields in there in a way that visually works for your users, and it requires no coding beyond a copy and paste into your Confluence space (Jira generates most of the code for you)!

If you do want to do this with a form, then you'll want to look up Confluence development and the Jira REST API.  But I would certainly explore the issue collector option before spending any time on that!

[Usman Jawaid]

@Nic Brough -Adaptavist- using form in Confluence is I want to avoid as my company has to but licence for form plugin as well and the development work. I am not expert enough to do development in Jira and confluence.

I explore issue collector further and share my findings with you and meantime if you come across better solution please do share thanks..'