Manage forms

Use the form list of a space to open, disable, delete, or check its Customer Actions forms.

The form list

The list shows each form as a card with its name, its description, the conditions, the location, and the status. The conditions show All request types for a form available on all request types without a JQL condition, and Conditions applied for a form with selected request types, a JQL condition, or a workflow transition. Forms are listed alphabetically.

Before you start

• You are both an administrator of the service space and a service desk agent in it.

Steps

Edit a form

1. Go to Space settings > Apps > Feature Bundle > Customer Actions.
2. Select the card of the form. The form page opens.
3. Change the settings, then select Save form. For the settings, see Create a form.

Enable or disable a form

1. On the card, select More actions > Disable or More actions > Enable.

   

Delete a form

1. On the card, select More actions > Remove.
2. In the Delete form dialog, select Delete.

Check that a form can work

A form can’t work for a request type when one of its fields is missing on the edit screen of that request type.

1. On the card, select the warning Click here to check configuration. The Field screen check dialog opens.
2. Read the result. If everything is fine, the dialog says “Customer Actions configuration is valid”. Otherwise it lists each screen with the fields that are missing and a link to the configuration of that screen, or of the request type in team-managed spaces.
3. Add the missing fields to the screens listed, then select Refresh in the dialog to check again.

The check doesn’t cover the Status and Comment fields. A request type without its own edit screen is checked against the default screen.

Result

• Edit: Feature Bundle saves your changes and shows a message that the form has been updated.
• Enable or disable: a message confirms that the status has changed. A disabled form never shows to customers, whatever its other settings, and its configuration stays.
• Delete: the form and its configuration are gone, and a message confirms that the form has been removed.
• Check: the dialog confirms that the configuration is valid, or lists what to fix.