Creating a template in Yandex Forms (beta)

In the beta version of the new Yandex Tracker interface, we added an embedded Yandex Forms form builder. You can use the builder to create forms inside your queue and use the forms as templates for your issues.

Forms are available to all users who have a right to create issues in the queue. A list of forms is shown on the issue creation page.

Create a formCreate a form

Forms that were created by the Yandex Forms embedded builder, are used as templates for creating issues. You can use forms to add questions: the answers to the questions will be passed to the issue using variables in the integration settings.

To create a form for your issues:

1. In the panel on the left, click Create issue.

2. Select a queue in the field located at the top of the page.

3. If there are no forms in the queue, select Create form. If you already have forms, click Create new form.

4. Enter a name and description for the form and click Continue.

5. Add fields to the form.

   • To add the first prompt, select its type in the form creation space.

   • To add another prompt, click Add prompt, or hover over the created prompt and click . The new prompt appears above the current one if you hover over the upper part of the block.

   • To copy or remove a prompt, click or .

   • To add an image to a prompt or response option, click .

   • To split a form into multiple pages, click Add page below the form creation space.

6. Click Set up integrations and specify the issue's parameters that will be passed to Tracker from the form:

   1. Under Perform actions, specify always.
      If you need to set up the conditions on which the issue will be created, select on condition. Then select a question and specify the answer on which an issue will be created in Tracker.

   2. Select the Queue to create your issue in. To set up the Parent issue – Sub-issue link for the issue being created, select the Convert to sub-issue option and enter the key of the parent issue.

   3. Select the Issue type and Priority. Available issue types depend on the issue settings.

   4. Enter the issue name in the Title field and the issue statement in the Description field. Use YFM markup to format text.

   5. To set the default reporter and assignee, enter the logins of the users without @. If the reporter is omitted, the user who filled out the form will be assigned as a reporter by default.

   6. If you want to add a field that is missing in the list, to an issue, select Add issue parameter. The field will be shown in the integration settings, and you will be able to specify its value for the form.

      Note

      To add an answer to a question from the form, use variables: select the issue field and click . For more information about variables, see the Yandex Forms documentation.

   7. To transfer attachments from a form to the issue, select a question of the File type in the Attach files from responses to prompts field.

   8. To show a link to the created issue, enable the option Show message with action result to the user.

7. You can also set up integrations with other team collaboration services.

   • Send notifications by email.

   • Add user responses to Wiki.

   • Send HTTP request.

8. Click Save.

Manage formsManage forms

Form management is available to the Tracker administrator, queue owner, and users who have access to editing the queue settings.

To go to the queue forms, in the left panel, click Create issue.

Set up the issue creation pageSet up the issue creation page

To change the form order on the issue creation page, click and drag the form.

You can set up your issues to be created without a form or only with a form. To do this, select Allow issues to be created without a form in the top-right corner.

• Always: All users will be able to create issues without a form.
• Never: Users will only be able to create issues using a form.
• Only for the queue team: Only the members of the queue team will be able to create issues without a form.

Changing form parametersChanging form parameters

To change the name or description of a form:

1. Select the form and click .

2. Select Change title and description.

3. Enter a new name and description for the form and click Save.

Change the formChange the form

To change the form:

1. Select the form and click .

2. Select Edit form.

3. Edit the form's questions in the embedded Yandex Forms builder and set up integrations with Tracker, same as when creating a form.

Deleting a formDeleting a form

To delete a form:

1. Select the form and click .

2. Select Switch to admin panel.

3. In the queue settings next to the form, click .