At some point, we all need something—a new computer, a software license key, access to a blocked page, etc. This workflow template, which is triggered by a shortcut button in Slack, gathers request details that are conveniently recorded to a new Jira issue.
Customizing the Submit a Request Template
After you download and import the template, fine-tune the workflow by evaluating and making adjustments to each step. You'll likely need to make some changes to perfect the workflow for your specific use by, for example, selecting a Slack channel for the workflow, choosing a Jira project, personalizing the text your coworkers will see, etc.
The template is best viewed as a head-start rather than a complete, ready-to-use workflow. Add a little personal spice and make it your own!
With the template imported, open the workflow so all the steps are visible.
If you just imported the template, the steps may already be visible. If they aren't, click Submit a Request - Template on the Your Workflows tab.
If you renamed the workflow when you imported the template, click the new title.
- Click Edit next to each template step to review and update the contents (if necessary).
Here's a summary of each step in the workflow and details you may want to customize:
Shortcut Workflow Trigger
This template uses Slack's Shortcut trigger to initiate the workflow. Select the channel in which you want the workflow to exist, then give the workflow a name. You can return to this step at any time to revise the name.
Open/Send a Form
Use this step to write the questions you want the workflow to ask the channel member who triggers the workflow shortcut. Answers are used as variables in the proceeding Create Jira Issue step and added to the newly created Jira issue. Form variables can be applied to any text fields you have in your issue, also.
Create Jira Issue
Edit this step to select your desired Jira instance and project in which the new task is to be created.
The template uses a variable from the preceding form step as the issue summary. Consider adding a description that uses variables to describe who submitted the request, as well as the channel in which the request was made.
Send a Message
This step contains the message to the individual who submitted the form/request via the workflow.
Review the default message, and customize it to best fit your workflow needs.
- When you're finished fine-tuning the template, click Publish Changes at the top-right of the dialog.
- Test the workflow in Slack!
It's always best to test the workflow before introducing it to your coworkers. Ensure that the steps are pulling the right info from Jira and working as you'd expect them to.