SFJ: Use cases

Content

🧑‍💻 IT, Tech & Software Development

• External form sharing from issue vs. General form sharing from add-on

• Form in Jira Board Sidebar - Shortcuts for Easy Access

• Streamlining issue creation from external users and workflow automation: Integration Guide for Smart Forms for Jira, Business Process Manager, and Jira Automation

• Send automatic email notification to an external user after a form is submitted (Smart Forms for Jira + Jira Automation)

• Automatically assign a newly created issue based on specific conditions (Smart Forms for Jira + Jira Automation)

• Сreate issues in the determined project by the selection made in the form (Smart Forms for Jira + Jira Automation)

• Automatically create Jira issues and subtasks based on external form submissions (Smart Forms for Jira + Jira Automation)

• Automatically add issues created based on form to Epic

• Create Multiple Issues from a Single Form with Multiple Requests

🛠️ Support & Customer Success

• External form sharing to streamline customer feedback, bug reports, and support tickets

• Collect Customer Satisfaction Score (CSAT) or Net Promoter Score (NPS)

• Sending prefilled forms to users outside the Jira (e.g., customer follow-ups after support interactions)

🏢 HR, Internal Operations, and Administration

• Organizing Jira Workflows with Smart Forms for Jira and Issue Creator Integration

• Auto-Create Prefilled Meeting Notes in Confluence after Meeting Request Submission

🎯 Marketing and Sales

• Embed form on Confluence, Website, WordPress, Wix Site, etc.

• Export Form Responses to Confluence Databases

• Export to PDF or print empty Form

💡 Product Management (Jira Product Discovery Focused)

• Creating Jira Product Discovery (JPD) Ideas from External Form Submissions

Forms are an essential tool for organizations, as they enable the collection, organization, and analysis of crucial information. By leveraging forms, businesses can streamline data-gathering processes and enhance overall efficiency. Here are various cases and settings where form usage can create the perfect workflow:

1. Customer Onboarding: Forms play a pivotal role in streamlining customer onboarding processes. By designing comprehensive forms, organizations can gather essential information from customers, such as contact details, preferences, and specific requirements. This enables businesses to personalize their services, better understand customer needs, and provide a smooth onboarding experience.

2. Employee Recruitment: Efficient recruitment processes rely on effective forms usage. Organizations can create customized application forms that capture relevant details from job applicants, including personal information, work experience, and qualifications. These forms streamline the screening and shortlisting of candidates, allowing HR teams to make informed decisions and accelerate the hiring process.

3. Feedback and Survey Collection: Forms serve as an excellent tool for collecting feedback and conducting surveys. By creating well-structured forms, organizations can gather valuable insights from customers, employees, or event attendees. These forms can cover various aspects, such as satisfaction levels, suggestions for improvement, or specific event feedback. Analyzing the data collected from forms empowers organizations to make data-driven decisions and enhance their products, services, or events.

4. Order and Request Processing: Forms simplify the order and request processing workflows. By implementing well-designed order or request forms, organizations can efficiently capture customer requirements, such as product specifications, quantities, or service preferences. These forms ensure that all necessary information is collected accurately, minimizing errors and facilitating smoother order fulfillment or request handling.

5. Incident Reporting: Forms play a crucial role in incident reporting and issue resolution processes. Organizations can create incident report forms that capture essential details regarding accidents, security breaches, technical glitches, or customer complaints. By using standardized forms, incidents can be accurately documented, enabling organizations to track trends, identify patterns, and implement preventive measures effectively.

6. Training and Workshop Registration: Forms simplify the registration process for training programs, workshops, or seminars. Organizations can design registration forms that capture attendee information, session preferences, and payment details. These forms automate the registration process, making it easier for participants to sign up and ensuring accurate data collection for logistical arrangements.

7. Performance Evaluation: Forms streamline performance evaluation processes within organizations. By implementing performance review forms, managers can assess employee performance against predefined criteria and record observations, strengths, and areas for improvement. These forms enable objective evaluation and provide a structured framework for discussions during performance appraisal sessions.

8. Compliance and Legal Documentation: Forms are instrumental in ensuring compliance and managing legal documentation. Organizations can create forms for various purposes, such as consent forms, contract agreements, or compliance checklists. These forms facilitate accurate data collection, ensure adherence to legal requirements, and maintain a record of compliance-related activities.

By incorporating forms into these cases and settings, organizations can establish streamlined workflows, reduce manual effort, and enhance overall productivity. The structured approach provided by forms usage enables organizations to gather, process, and utilize data effectively, resulting in improved customer satisfaction, better decision-making, and increased operational efficiency.