Setting up a form for creating standard issues

To enable the employees of other departments in your company to submit requests for recruiting new experts, create a vacancy management queue and set up a vacancy description form.

Create a queue

1. Create a queue using the Recruitment template.
2. Enter a name for the queue. For example: Vacancy Queue.

Set up workflows

Queue templates include built-in workflows that are sets of statuses and status transition rules. Using workflows, you can automate routine operations for handling issues.
You can set up multiple workflows for different types of issues in a single queue. For example, vacancies for jobs that do not require high qualification can be managed in a simplified way.

Configure a built-in workflow

1. In the left-hand panel, click  Queues and select a queue.

2. In the top right corner of the queue page, click  Queue settings and select Workflows.
3. Select the built-in Documents workflow.
4. On the workflow page, rename the workflow to Qualified personnel.
5. Specify the type of issues this workflow applies to. To do this, click to the right of the workflow name and enter a name for a new issue type, such as Experts.
6. Click the Add issue type option that appears below, then click Create after you fill in the fields in the window that opens.
7. Save the workflow:
   1. At the top right, click Save.
   2. In the next window, click Apply.

Copy and set up the new workflow

1. Return to the workflows page.
2. In the Qualified personnel workflow card, click the button.
3. Wait until the workflow card called Qualified personnel (1) appears and click the edit button.
4. On the workflow page called Qualified personnel (1), rename the workflow to Unqualified personnel.
5. Specify the type of issues this workflow applies to by creating a type named Nonexperts as described above.
6. Remove the approval stage from the workflow. To do this, click the Awaiting approval status in the workflow diagram and then click in the settings panel at the top right. Select Remove from workflow.
7. Save the workflow as described above.

Create issue templates

You can use Yandex Forms to create standard issues in a queue more easily.

Create a form for the first workflow

1. In the left-hand panel, click  Create issue.
2. Under Try Yandex Forms for creating issues, click Create form.
3. Create a new form:
   • Name it Expert.
   • Add a description, e.g., Vacancy form for qualified personnel.
   • Click Next.
4. Wait for the page to load and select the Text widget.
5. In the Question field, enter Name.
6. Click  Add question.
7. In the new question's card, enter Department in the Question field.
8. Repeat the steps to add another question: Description. Change the question type from Short answer to Long answer.
9. Add other questions if needed.

Set up form integration

1. Click Configure integrations and wait for the page to load.
2. In the Issue type field, select Experts.
3. In the Header field, click and select Response. In the dialog box, select Name in the Question field and click Save.
4. In the Description field, click and select Responses. In the dialog box, click Select all and choose Formatted in the Response formatting field. Click Save.
5. On the page below, click Save and then click Publish.

Set up access to the form

If you want to restrict access to the form:

1. On the issue creation page, hover over the widget with the name of the form you need, e.g., Expert.
2. Click and select  Edit form.
3. At the bottom of the page, follow the Yandex Forms full version link.
4. In the Settings tab, select Only employees of the organization under Who can fill out the form.
5. Click Save.

Create a form for the second workflow

Repeat the steps to create and set up a form for vacancies that require no qualification.
On the issue creation page, click Create new form, and perform the same actions as described above using the values for the second workflow.

Create test issues and group them by type

1. On the issue creation page, select Never in the Allow issues to be created without a form field at the top right.
2. Select the widget with the name of the form you need. For example, Expert.
3. Fill out the form and click Submit.
4. In the same way, create an issue of the Nonexpert type.
5. Enable issue grouping by type. To do this, click Not grouped on the issue board and select By issue type.