Managing form templates

What is form template?

Customer Tools allows to configure separate fields layout to collect:

Customer data - the form is displayed on Service Management issue view (see Viewing customer info)
Organization data - the form is displayed on Service Management organization view (see Viewing organization info)

Designing the form template

Only user with 'Manage Customer Tools' global permission can design the form. By default this permission is granted to Jira administrator. This permission can be edited at Jira Settings > System > Global Permissions.

Adding fields

1. Go to Customer Tools settings page for form templates.
Click on the Apps in the top navigation, choose Customer Tools and then Settings > Form templates from the left menu.

2. One new page you can define fields layout, separate for customer and organization (change the tabs between Customer and Organization)

3. Click on Add fields and select field type. See supported field types below.

5. Click on label to edit field name

4. After adding fields just click on Save changes.

Removing and reordering fields

To remove or reorder field just hover the mouse on desired field and you will see additional buttons to move up, move down or remove field.

Supported field types

	Field view in final form when edit value	Field view in final form when display value

	Field view in final form when edit value	Field view in final form when display value
Short text (single line) A basic single line text box to enter simple text input
Long text (multi-line) A multi-line textarea to enter longer text strings
Paragraph An advanced multi-line textarea to enter longer text strings with formatting
Number A basic text box to enter number
Date A field to pick a date from calendar
Dropdown A single select list with configurable options
Checkbox A checkbox field to set boolean value
Email A basic text box to enter to enter email address
Link A basic text box to enter URL