Build brilliant forms in Jira Service Management
Service request management is a practice that helps organizations standardize the way they respond, coordinate, and fulfill service requests.
- Request fulfillment is the process of resolving a customer or employee’s service request and refers to managing the entire lifecycle of all service requests.
- The service desk provides the primary contact point where customers ask for help or request services.
This guide is for Jira Service Management users responsible for building customer-facing portals and request types. With the new form builder, you can create dynamic forms to collect the information your agents need to provide high-velocity service management at scale.
Jira’s new no-code/low-code form builder makes it easy to build forms for your customer portals. In this guide, we'll show you how to create effective forms with fewer custom fields and how to cut down the back and forth between agents and customers.
Why form design matters
Forms aren’t inherently sexy, but when they are well-designed they can save resources, improve relationships, and influence user actions.
Optimized forms drive better data quality
Decisions about form design determine the quality of the data you receive.
Better data allows you to:
- Provide better, faster service
- Refine your processes
- Improve the bottom line
- Enhance compliance
Forms are the foundations of relationships
Most business processes start with a form and that means a form is often your best chance to make a good first impression.
Poorly designed forms can result in customers postponing, bypassing, or even abandoning key processes. On the other hand, user-friendly forms can reduce friction, build rapport, and set appropriate expectations.
Well-designed forms get submitted
Shorter forms have been proven to have higher completion rates.
As we’ll see in later sections, it’s not only the length of the form, but also form design principles that affect how likely users are to complete and submit a form. If your goal is to use forms to capture as much accurate information as possible, design is critical to helping you accomplish that.
Create user-friendly forms in Jira Service Management
The goal in designing forms should be to help the user get through the form quickly and easily while providing accurate information. This section focuses on three key principles for creating a good form experience:
- Logical structure
- A clear path to completion
Principle 1 – Minimalism
Less is more when it comes to forms. Our brains are subject to cognitive overload and if too much information comes in at one time we might not process it well. We don’t have the RAM. Keeping forms simple and uncluttered makes it easier for customers to complete them.
Keep the questions to a minimum
Ask only what you need to know. If you’re unsure about whether or not you should ask a question, ask yourself the following:
- How will this information be used?
- Is this information needed to provide our customers with what they need or want?
- Do we have this information somewhere else?
- Can we use conditional logic to ensure this question is only shown to the right people?
Keep your language simple
Use concise question labels and descriptions with language your customers will understand. For example, steer clear from technical language for a general audience.
Visual extras like color and icons can be helpful when used appropriately, but too many extras can cause confusion. Use color to make important things stand out, but remember that if everything is colored nothing stands out. Other than branding, only include images to help clarify things for users. Reserve red text for error and validation messages.
Make optional questions optional
There are few things more frustrating than long forms with all questions marked *Required. If you have to include optional form fields (for data that is nice-to-have, not need-to-have), be sure those fields are not required.
Principle 2 - Logical structure
Now that you’ve decided what to include in your form, it’s time to arrange it. Think of forms as one side of a conversation, rather than a way to get information into your database. Creating a nice conversational flow will make your forms much more user-friendly.
Group questions into sections
To make it easier for users to understand what you’re asking for, review your questions and group them into sections. Read through each section to make sure the questions flow, and that they’re grouped in a logical order.
Keep introductory text to a minimum
Users are unlikely to read big blocks of text, so share only what they need to know to answer each question and complete each section. Use section-level instructions and field-level tips to provide timely guidance.
There’s one important exception to this rule. It’s good to let people know upfront what they will need, and if there are any eligibility criteria. Well-designed forms frequently include a “gateway” page or instruction section at the beginning for this purpose.
Opt for single-column layouts
The design flexibility of forms in Jira Service Management allows you to create single and multi-column layouts. While it’s tempting to try to save space with side-by-side columns, researchers have found that multi-column forms are prone to misinterpretation by users.
Test your new forms with colleagues to get a sense of how your customers and users will perceive the layout.
Principle 3 - Provide a clear path to completion
To make it clear to your users how to get to the end of each form, here are strategies you can use to illustrate a clear path to completion:
Use a consistent style
If your team publishes a lot of different forms, use a consistent style when it comes to format, question grouping, and the overall structure of your forms. This will make the forms feel familiar, and therefore less intimidating to your users.
If the user is going to need information that they’re not likely to have in their head, let them know upfront. Leaving a form in progress to dig up needed info is frustrating for your users. It also provides a great opportunity for the user to abandon the process altogether.
Make it easy to scan
You can also help users know what to expect by putting section titles in title case and you may also want to consider using color for section titles. Drawing the eye to section titles makes it easy for users to scan, letting them know what kind of questions to expect.
Use vertical alignment
Unless you’re asking for information that demands to be in a grid (e.g., budgets), or space is at a premium, keep your input fields in a straight vertical line. This makes it easy for the eye to see how to get to the end of the form. The path to completion is like a literal path – if it’s straight you can see where you’re going.
Even when it’s not possible to show the whole path to completion (e.g., if you’re using conditional sections), design your forms to at least show users the end of the current step.
How to ask good questions
The right questions, including the right question types, let users share the right data. Well-designed questions and instructions minimize frustration for users because they know what they’re being asked to provide and how to provide it.
Your choice of which field types to use, what context to provide, how to word your questions, and how much validation to include directly impact a user’s experience. When considering each question in your form, reflect on what data you hope to capture and consider the user's point of view.
Questions come in two general varieties: open and choice.
Open questions (text fields) let the user type in what they want to tell you.
Ensure the user has a chance to say what they want to say
More work for the user to fill out
Choice questions (checkboxes, combo boxes, pickers, radio buttons, and select lists) let the user choose an answer from the options you provide.
Easier for users to interpret and fill out
Easy to aggregate and report on
The answer a user wants to select may not be listed
Finding the right balance of open and choice questions will depend on the purpose of your form. Consider including at least one open question on your form. This could be an overview question to start the form or an optional “Comments” field at the end.
There are six open question types in Jira Service Management:
- Short text
- Long text
While open questions don’t make for tidy reports, they do allow users to provide information that can lead to disruption, innovation, and continuous improvement.
Getting open question fields right
In Jira Service Management, you have control over how users can enter and submit data. Using appropriate field types, formatting, and validation will ensure you get data you can use, while still allowing users the flexibility they need.
Field size and type
Text fields are not one size fits all. When choosing the size of your text fields remember that the size of the field should be proportional to the amount of text you want the user to provide.
Along with various sizes (single line, multiple line/paragraph), there are also number fields, email fields, URL fields, etc. that have been formatted and validated behind the scenes to ensure that users can only enter specific kinds of information.
Using the correct field type means better data that can be used for other functions later (perform calculations with number questions, export a spreadsheet of email addresses to make a contact list, etc.).
Deploying validation rules – such as word/character limits and value limits for number fields – not only ensures clean data, it allows teams to build business rules into their forms.
Save time and frustration for your users by letting them know, either in the question itself or in the help text, what the limitations are.
The field-level validation available in Jira Service Management lets you set up inline validation to let users know right away if they haven’t provided the information you’re requesting. This way, users aren’t left wondering where they went wrong when they hit the submit button only to be told that something is missing.
You can create your own text field types using the Regex, or Regular Expressions, feature. Regex allows you to create text patterns that the user’s input must match.
These can be simple or complex expressions and are a great way for collecting properly formatted data. Regex patterns are often used for collecting:
- Account numbers
- Phone numbers
- IP addresses
- Currency amounts
- References to ISO standards
- Serial numbers
Be sure to tell your users what patterns the field accepts. Use the field description property to provide instructions and examples.
Choice questions and conditional logic
Choice questions provide structured data and are great for triggering automation or conditional logic. Choosing from a predetermined set of options is also fast for users because they don’t have to imagine what the possible answers could be and they don’t have to spend time typing.
Jira Service Management provides nine choice question types:
- Radio buttons
- Multi-select dropdown
- Date & Time
- Single user
- Multiple use
How to use choice questions
Determining which field type to use for a choice question should be based on:
- Whether you want users to select only one option (radio buttons, dropdown, single choice select list), or multiple options (checkboxes, multiple choice select lists).
- Layout and available space on the form/screen – Radio buttons and checkboxes are the fastest for users because they can see all of the choices at once, with no extra clicks required. However, if you’re option list is excessively long, dropdown boxes let you save space on the screen.
Since choice questions already limit the user, when choosing field types it’s good practice to use the least restrictive option. Radio buttons, single select lists, and dropdown boxes mean the user can only select one option. If there’s any possibility that the user would want to select more than one option, use checkboxes or a multiple select list.
Things to consider when creating choice questions
Make sure that your choices offer every user the opportunity to provide an honest and complete answer
The limitation of choice questions is that they are closed. While this may be helpful to the form owner, it can be frustrating for the user. What if an answer the user wants to choose isn’t listed? Forms in Jira Service Management allow you to include an “Other” option, with an adjoining text field on your choice lists. Depending on how your question is phrased, it may be appropriate to offer options such as “I don’t know,” or “Not applicable”.
Avoid double-barreled questions
Since the purpose of a form is to obtain structured data, it’s important that each question asks for one response. This is especially true for choice questions. Otherwise, you end up with a bunch of easy-to-categorize answers with no idea what they refer to. Customer satisfaction surveys that ask you to agree or disagree with statements like, “The agent I spoke with was friendly and knowledgeable,“ miss the mark. What if the agent I spoke to was rude but knowledgeable?
Structure your rating scales
Choice questions are often formatted as rating scales (strongly agree > strongly disagree) to measure users’ opinions or satisfaction. Carefully consider if you want an even or odd number of options. An odd number of options gives the user a chance to be neutral, while an even number forces them to give an opinion. Label each point in your scale with words that clearly describe what the numbers mean. Scales should not be too large and the increment between each point on a scale should be equal.
You may choose a rating scale that goes from “lowest” to “highest” or vice versa. The important thing is to be consistent throughout your form.
Avoid overwhelming users
The number of choices a user sees increases the complexity of the question. Complexity may cause users to skip questions or take a long time to complete a form. Try to limit choice answers to only those that make sense.
Creating good choice questions requires a few considerations beyond what you’re asking. How you frame questions impacts how users respond. This is called choice architecture. You can use it to shape responses or attempt to limit your influence to get more “pure” responses.
The influence of defaults
A default answer is a pre-populated answer choice within a question.
Default answers save users time, but they also nudge users to select the choice you choose as the default. Users may perceive the default to be recommended or the most popular choice. This may create a bias for the default answer and skew the overall data captured by your form.
Choice questions let you use conditional logic to dynamically show or hide form questions based on a user's response to a previous question. This allows you to:
- Reduce cognitive overload for the user – the form looks less cluttered, less overwhelming.
- Shorten the user’s path to completion – the user only sees the parts of the form that are relevant to them. There’s no confusion about which parts they are supposed to fill out.
- Use one form for multiple, similar use cases.
- Accommodate edge cases.
Let’s look at an example
An HR department is using Jira Service Management to manage Personnel Action Notifications.
When the form first loads it looks like this:
Other questions appear depending on what items need to be changed:
Conditional logic is one of the best things you can do to make your forms more user-friendly – especially customer-facing forms on the Jira Service Management portal.
When you build your next form, remember…
- Forms are an important part of your workflows and processes. A well-designed form can serve as a great first impression for your customers while also driving higher data quality that lets your teams do their jobs more efficiently.
- Make it easy for users to know how to answer your questions by reducing the number of questions you ask, simplifying the language you use, and following a logical structure in your forms. Making it easy for people to answer your questions and to see a clear path to completion increases submission rates and captures better data.
- The right question type can make all the difference. Remember to think through your open and choice question types to make it easy for users to give you the answers you need.
- Conditional logic can create a better user experience and allows you to show people the right questions at the right times.
- As you build your forms, keep your users in mind and work to make the form experience positive and even rewarding for them.
Tips and tricks