Integration in the Yandex Tracker interface

Yandex Tracker's form builder is integrated with Yandex Forms. You can use the builder to create forms inside your queue and use the forms as templates for your issues. You can add up to 20 forms to one queue.

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.

Managing the queue's forms requires the Queue management access rights.

Create a form

Forms that were created in the form builder are used as templates for new 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.

The embedded form builder supports only the main types of questions and integration settings. To customize the form's look, add questions, and control how they are shown, use the full version of the Yandex Forms builder.

To switch to Yandex Forms, open the form and click Full version of Yandex Forms at the bottom.

To create a form for your issues:

In the left-hand panel, click Queues and select a queue.
In the top right corner of the queue page, click Queue settings.
Go to Integrations → Forms. If the queue already has linked forms, click Go to form list.
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.
Enter the name and description for the form and click Continue.
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.
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. Next, choose a question and specify the answer that triggers the creation of an issue in Yandex 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 Yandex Forms Help.
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.
You can also set up integrations with other team collaboration services.
Click Publish.

Set up the issue creation page

In the left-hand panel, click Create issue.
To change the form order on the issue creation page, click and drag the form.
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

Forms can be managed by the Yandex Tracker administrator, queue owner and users with permission to edit the queue settings.

To view the queue forms:

In the left-hand panel, click Queues and select a queue.
In the top right corner of the queue page, click Queue settings.
Open the Integrations tab and select Forms.
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 Yandex 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 Yandex Forms.

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

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

Change the form

Select the form and click .
Select Edit form.
Edit the questions in the embedded form builder and set up integrations with Yandex Tracker, just as you would when creating a form.

Delete a form

Select the form and click .
Select Delete from queue.

Learn more:

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