Integration in the Tracker interface

Yandex Tracker has 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. If a queue is created based on the Support template, it already has a built-in form for user requests.

Create 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 left-hand panel, click  Queues and select a queue.

2. In the top right corner of the queue page, click  Queue settings.

3. Go to Integrations → Forms. If the queue already has linked forms, click Go to form list.

4. Click Add form →  Create new.

   You can also add a new form on the issue creation page. To do this, select a queue in the field at the top of the page and click Create form.

5. Enter the name and description for the form and click Continue.

6. Add fields to the form.

   • To add the first question, select the question type from those suggested in the form creation space. Click All questions to view the full list of question types.

   • 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.

7. 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 new issue, select the Convert to sub-issue option and enter the parent issue key.

   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 author and assignee, enter the logins of the users without @. If the author is omitted, the user who filled out the form will be assigned as an author 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.

      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 pass attachments from a form to the issue, in the field Attach files from responses to questions, select a question of the File type.

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

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

   • Send notifications by email.

   • Add user responses to Wiki.

   • Send HTTP requests.

9. Click Publish.

Set up the issue creation page

1. In the left-hand panel, click  Create issue.

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

3. To customize issue creation options (with or without a form), 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.

Manage forms

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

To view the queue forms:

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.

3. Open the Integrations tab and select Forms.

4. Click Go to form list.

Copy a link to a form

You can share the link to your form with a colleague or external user who has no access to Tracker. Any user can follow a direct link to fill out the form. As a result, an issue with the form data will appear in the queue.

To copy the link, select the appropriate form and click  Copy in the Link field.

You can also restrict access to filling out a form via a direct link. To do this, go to the full version of the Yandex Forms builder.

Learn more about setting up access to filling out forms.

Hide the default form on the issue creation page

You can hide the default form from users on the issue creation page if required. To do this, click Create task without a form: and select an option:

• All users: The default form is always shown on the issue creation page (selected by default).

• Queue team only: The default form is only shown to the queue team.

• Forbidden: The default form is not shown on the issue creation page.

If creating issues without a form is disabled, you can select the Copy issue within a queue and move from other queues to this one option in the queue settings. This option allows any user with create issue permissions to copy and move issues to the queue.

Changing form parameters

1. Select the form and click .

2. Select Change name and description.

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

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 form

1. Select the form and click .

2. Select Delete from queue.

Learn more:

• Yandex Forms documentation.
• Using a form as a template for creating issues
• Integration in the Forms interface