Admin Guide

Configuring the form.

As a project Administrator or Site Administrator you need to open project setting.
When you will click on it, you can see the list of Secure form which is configured in this project, if you have already created one. You can see each form will be linked with one Issue-type and we cannot link two forms with same Issue-type (as of now).

Creating a form

To create New Secure form, Click on the Button of +CREATE and it will open the form builder along with fields toolbox. You can then link this Secure form with Issue-type and give a name and description to the form.

This Secure Form builder provides multiple type of fields which you can read - Know your Form fields

All you need to do is just drag and drop the required field type in the form and you are good to go.
Once the field is added now in each form field these three options like Edit, Delete & Drag will be available.

Now let's understand these 3 options in detail.

Edit

This Edit button provides the option to control each form field. When we click on edit button it will open a side bar where we can see option to configure label for the Fields and Permission option where we can configure Read/write permission to the user/Group/Project Role level.

Delete

This delete button will delete the field from the form.

Drag

This drags button will help in setting position of the field in the form.

How to configure Attachment in Secure Form

In Form Toolbox File Attachment feature helps to configure attachment on the form.

Once we add this option in the toolbox, in the Edit section we can see the option of folder management where we can create folders on the form with this Each folder provides security options like Who can upload/download the files from the folder, Also It help you to apply restriction on file type on each folder like in Folder A only pdf file type are allowed. So this file Attachment in form toolbox provides complete control on Form Attachment

This file Attachment in form toolbox also provides one more option where it will confirm from the project/Site Administrator where they want to store the form Attachment.

It provides two options in the Storage Configuration

Use Jira Attachment

When we use this Jira Attachment option it will upload all the form Attachment in the Jira issue Attachment section.

Use Custom Location

This option is the most used feature in Secure form where user can select where they want to upload the form Attachment. It provides option of AWS, Azure, Goggle Cloud for storage. Based on selected option it will configuration option (for more details about custom location check the attached screenshots)

Screenshots of Attachment Storage Configuration