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12 min read

How to centralize your internal bug reporting with Zapier Tables

By Elena Alston · January 31, 2024

Any company worth its salt would be lost without a proper system to track and solve the bugs their users report. 

Whether you have a form in place to collect issues or your product team receives emails about bugs from teammates, you'll want a system in place that collects all of this data in a database. And you'll want it to be fitted for automation. 

This is exactly where Zapier Tables comes in. With it, automating the entire bug reporting process is seamless. You can create a table that's linked to your forms and that stores bug reports and issues, and then use Zapier to connect the table to other systems, such as Jira. This way, bug reports can be automatically created, updated, and moved between systems. 

From first creating a form to collect issues to notifying your team in Slack, you can create a solid product process from start to finish.

In this blog post, I'll walk you through exactly how to create your own internal bug reporting portal and connecting table—and I'll show you how to take additional next steps to help support your customers. 

Table of contents

  • Create a bug reporting portal

  • Customize your table

  • Add buttons, dropdown fields, and AI fields to your table

  • Build Zaps for your table

  • Customize your table's settings

  • Test out your table

Before you begin

Make sure you have a Zapier account. You can build your own table today at tables.zapier.com. You'll also need access to Zapier Interfaces, which is where you can build your bug reporting portal. You can start your own portal today at interfaces.zapier.com.

Screenshot of tables page

Step 1: Create a bug reporting portal

Let's start off with creating a resource/hub center from one of our pre-made templates.  Request portals are how your users (or employees) can submit bugs and feature requests, book demos, and visit resources in one place.  

To get started, head over to the request portal template page here.

Screenshot of request portal template

Click Use template.

This will create your page within Interfaces. Your page will include a Home layout, which is where you'll set up your portal and relevant components. 

Screenshot of home layout

If you click into your Home component, you'll be taken to your portal template:  

Screenshot of request portal

You can edit each link card with links and information relevant to your company, by clicking Edit next to your link cards. 

Screenshot of create ticket card

For the purpose of this tutorial, we'll focus on the Create Ticket link card, which is the form where your users can submit their bug reports. 

Note: For more information on customizing an entire request portal from scratch (including the other link cards shown in your portal), check out this step-by-step guide we put together for you. 

So: let's head back into your portal's home page. Your home page also includes a Submit Ticket component, which is the form you can set up for users to submit tickets to you, and a View Tickets component, which is a Kanban-style board you can use to move tickets through statuses. 

Screenshot of tickets layout

If you click on your Submit Ticket layout, you'll be taken to the backend of your form, where you can edit and add more form fields:

Screenshot of edit form

Note: We'll be editing and adding more form fields directly into your connected table in a little while, so you don't have to worry about adding any new fields into this form just yet. 

If you click on your View Tickets layout, you'll see a connected Kanban board:

Screenshot of ticket layout kanban

This can be handy for your product and support teams to track each issue's progress. This is also linked to your connected table in the style of a dropdown field. 

Now let's head back to your portal's homepage, so we can get started with our table. 

Screenshot of home portal icon

If you scroll down, you'll see that your ticket layout is automatically connected to a table, where those submissions will be saved each time someone submits a ticket.  

Screenshot of connected table

All of the data collected from the form is stored in that Zapier table, which is what we'll be using to create an internal bug reporting hub in the rest of this tutorial. 

Want to create your own table from scratch without first building a bug portal in Zapier Interfaces? If you just want to use a regular form, head over to your Tables dashboard. On the top-right corner of your screen, click + Create.

Screenshot of create button

Once you've done that, you'll see multiple table types you can choose from. If you're starting from scratch (and don't have any existing bug reports), you'll want to click Blank table

Screenshot of blank table

Give your table a name and a description so you and your team can identify it, like so:

Screenshot of blank table with name

Once you're done, click Create table

This will create your table within Zapier Tables. Your table will include several empty fields, which you can now customize. 

Screenshot of table

If you have an existing database with requests you want to add to your new table, click Import data.

Screenshot of import data

You can then upload your data file.

Step 2: Customize your table

Now that I've built my main portal, I'll navigate to my table from within my portal's homepage.

Screenshot of table link

Click on your Tickets link, which will open up in Zapier Tables. You'll see your basic layout set up:

Screenshot of table

Because I'm building a hub that adds bug reports from a form to my table, I want to include enough fields so the submitter can provide the right information. 

I'll include fields for each person's email address, status, comments, and screenshots.

If you built your table by creating a portal, you'll also have a Status field to mark off your tickets when they're done. Remember: that's the connected Kanban board that was created within your portal. As you mark them off in your table, they'll be automatically updated within your kanban board. 

Screenshot of status in table

To edit the existing fields, click on each field name, then click Edit field.

Screenshot of edit field name

A right-hand side panel will appear. This is where you can edit the field name and field type, align the text, and add icons.

Screenshot of edit field details

Under field type, you can choose between a number of options such as text, long text, date and time, number, email address, and more. 

Screenshot of field types

Once you've finished editing each field, remember to click Save

If you need to add new fields, just click on the + icon in the right-hand corner and repeat the same process as above. 

Screenshot of add field icon

Tip: If you need to shuffle the order of your fields around, just click on the field name you want to move and drag-and-drop it into a new place. 

For any other field adjustments, you can right-click on each field name in order to lock, hide, and delete fields. 

Screenshot of field name

If you want to now import records into your table (or download your existing records), you can easily do that by clicking on the three-dot icon in the upper right-hand corner of your table. 

Screenshot of three dot icon

If you want to view a specific record in full, right-click on any field and click Expand record.

Screenshot of expand record

Expanding a record lets you take some additional steps, like copying a link to the specific record, duplicating it, deleting it, and so on. 

Screenshot of expanded record

Now that you've customized and added all your fields to your table, you'll want to make sure that your ticket form (the one you created in your portal) matches your table fields. So if you've built your bug reporting portal in Zapier Interfaces, head back into your form. 

Click Edit next to your form fields.

Screenshot of edit button

Next, click Add field in the right-hand panel.

Screenshot of add field option

You'll see that you can insert fields from your connected table without having to create them from scratch:

Screenshot of insert field

Once you've added in your fields, remember to scroll down and click Insert field, which will save your fields automatically. 

Step 3: Add buttons, dropdown fields, and AI fields to your table

While I have my main table set up, I now want to further customize it by adding a button field that will help me send certain tickets to Jira if I press it. 

To add a button field to your table, click on the +icon to add a new field. Enter the name description (in my case, I'll use "Add to Jira"), and select Button from the dropdown under Field Type

Screenshot of button field

Under Type of Button, you can select Trigger Zap or Continue Zap

To help you understand this, when you add buttons to your table, this gives you plenty of automation opportunities within your Zaps—what we call automated workflows—and expands the types of workflows you can create. 

Trigger Zaps are triggers—events that start a Zap. That means that when you click on the button, it will immediately kickstart an action (like sending an email). 

Continue Zap, on the other hand, is an action step—events performed once your Zap is triggered. In this case, the trigger would be a new record added to your table. This option lets you add two buttons (like approve or reject) within the same field and you can create different actions and paths depending on which button you click. 

Screenshot of trigger Zap

In our instance, we're going to choose Trigger Zap. That way, I can review bug requests and send them to Jira as soon as I click the button. 

Once you've set this up, you'll also need to add a label (the text that goes inside your button) so anyone knows what it's for at a glance. In our case, it will be Add to Jira.

Screenshot of enabled button

Finally, you can choose to enable or disable your buttons. If disabled, the button will be grayed out once you click it. (I recommend doing this so you don't end up sending the same bug to Jira multiple times by mistake.)

Once you've set up those fields, remember to click Create. Here's what our button field looks like: 

Screenshot of Jira button

Note: Your buttons will be grayed out until we set up the Zap that will trigger the automated workflow. 

Next up, I'm going to add a priority dropdown field to my table, so the product team knows how soon to address a bug. Follow the same process of adding a new field as above. Under Name, type something like "Priority". 

Screenshot of dropdown field type

Under Field Type, select Dropdown

Next, under Selectable Item List, add your options for your order of priority. In my case, I'll be using high, medium, and low priority. 

Screenshot of static list

Once you've finished adding your options, click Create

Finally, I'm going to create an AI field that will read the bug report listed and create a title for it, so it's easy to read in Jira. 

Note: You'll need an OpenAI account to add AI fields to your table.

To add an AI field to your table, click on the +icon to add a new field. Enter the name description (in my case, I'll use "Title generator") and select AI Field from the dropdown under Field Type.

Screenshot of AI field

Next, you need to authenticate your OpenAI account. Click on Select Authentication from the dropdown under OpenAI Authentication and connect your account. 

Screenshot of OpenAI authentication

 Once that's done, it's time to create your prompt

These are the instructions that you'll give OpenAI so it knows how to write a title based on the bug report and can include your preferred style, length, and tone. Click Create Prompt to get started. 

You'll be presented with two options—you can either start your prompt from scratch or pick a template. In my case, I'll start from scratch. 

Screenshot of prompt types

Now it's time to configure your prompt. You can pull in your table fields by clicking in the dropdown menu. In my instance, I'll pull in the bug report field, with specific instructions. Here's what ours looks like:

Screenshot of edit prompt

Under Prompt Settings, you can select which OpenAI model to choose from, depending on whether you have a ChatGPT Plus account.  

Screenshot of GPT models

Within your prompt settings, you can also adjust the word length and the creativity setting. 

When you're finished customizing, click Done. You'll be brought back to your AI field, so just remember to click Save. 

This is what ours looks like: 

Screenshot of AI field completed

Now in total, our table has fields for the submitter's email address, full name, the bug report, screenshots, status, a button to send those reports to Jira, an AI field, and a dropdown for priority. 

Step 4: Build Zaps for your table

Next, it's time to build the Zap that will send a bug report to your Jira account whenever you click on the Add to Jira button. 

Make sure you have at least one record filled out, even if it's just sample data. That way, you'll be able to make sure your Zap is working correctly. 

Let's get started. First, click the Set up button.

Next, click +Create

Screenshot of create button

You'll be taken to the Zap editor, where the trigger app and event (Trigger Zap Button Clicked) will be auto-filled, like this:

Screenshot of zap in editor

In the next step, you'll also see that your table ID and your trigger button is automatically set up, as you're linking it from your table. Click Continue.

Screenshot of zap set up

Next up, you'll need to click Test trigger so you can make sure the trigger event is working correctly. 

Once the test runs successfully, click Continue with selected record.

Screenshot of record sample

In this next step, you'll set up the action—the event your Zap will perform once it's triggered. Start by searching for and selecting your action app. 

We'll use Jira in our example, as I want to add certain bugs to Jira. 

Next, I'll select Create Issue as my action event. Click Continue

Screenshot of jira action

Next, connect your Jira account to Zapier by clicking on the dropdown menu and selecting +Connect a new account. You'll need to give Zapier permission to access your Jira account. Once you've done that, click Continue

Now you need to tell your Zap how to set up your Jira issue. 

Under Project, select your Jira project where you want these issues to land. Under Issue Type, I'll select "Task" so it's on the product team's to-do list. 

Screenshot of action step set up

Make sure you pull in your AI-generated title by clicking in the Summary field and selecting Title generator from your table from the dropdown data. Next, click in the Description field and pull in your Bug report from the table. 

Screenshot of jira issue dropdown

Once you've finished setting up the rest of your fields (like reporter, labels, dates, etc), click Continue

Now it's time to test your action, so you can make sure the workflow is set up correctly.  

Click Test step. Zapier will then send Jira your bug report as a task. 

Screenshot of test success

Once you've reviewed the issue in your Jira project, your Zap is now ready to use. If something looks off, go back and tweak things until you get it just right.

Remember to publish your Zap! From now on, it will send your bug reports to Jira whenever you click Add to Jira in your table. 

If you head back into your table, you'll see that your email buttons are now enabled:

Screenshot of Jira button

Tip: You can set up as many Zaps that send your table data to other apps as you'd like. For example, you might want to set up an additional workflow that lets your product team in Slack know when you've sent a ticket to Jira, so it's on their radar. Or, you might want to set up a workflow that lets you send bug reports to your table by adding a specific reactji to a message in Slack. 

To set up additional Zaps, just click on the Linked assets icon in the left-hand panel. 

Screenshot of linked assets

You'll be taken to the Zap editor where you can set up new Zaps.

Here, you'll be able to see each Zap you've set up, regardless of whether you've turned them on or not. You'll also be able to create new Zaps directly within this left-hand panel.

Step 5: Customize your table's settings 

Clicking into the settings icon in the left-hand panel lets you edit the name and description of your table, delete it, and more.

Screenshot of settings icon

That also includes sending records manually (pending) or automatically. Processing records manually means that if you set up a Zap that triggers when your record is updated, you'll have the chance to review it first before processing it through the Zap. 

Alternatively, you can just send your records automatically, which means that any record you add in will trigger any connected Zaps without a delay. 

Once you're happy with your table layout, you can also share the table with other team members by clicking Share in the top-right corner. 

Screenshot of share button

Provided you have a Team or Enterprise plan, you can share your table with anyone in your organization (like your product team, for example). You can also create a public link. There are a few different levels of access (builder, editor, view-only, no access), which allow you to decide how much control you want over your table.  

Screenshot of share access options

Step 6: Test out your table

Now that your customer portal and your table is all set up and ready, you can test it out just to make sure everything's running without blips. 

First, click on Interfaces and open your portal home page we set up earlier. Click on the public link in the top-right corner. 

Screenshot of portal link

Click on Submit Ticket. 

Screenshot of submit ticket link

Next, fill out some test data, like so:

Screenshot of form

Head back into your table and check that your sample record was added to your table. Then click Add to Jira. 

Screenshot of add to jira button enabled

Now, thanks to the Zap I set up previously, a bug report will automatically be sent to Jira with the title drafted by OpenAI. 

Here's what ours looks like: 

Screenshot of issue in Jira

And now that I've sent the report to Jira, the button will be grayed out, so I can easily keep track of what's been sent and what's not. 

Screenshot of Jira button grayed out

You can always troubleshoot and tweak anything you're not happy with. Once everything is working smoothly, your new table is now ready to be used and shared with your team.  

Create your internal bug reporting hub

With Zapier Interfaces and Zapier Tables, you can build solid bug reporting hubs and connected tables that help your product team track and solve any issues your users report. 

From building user forms to connecting them to your table and sending that data to your other apps, you can streamline your entire support process from start to finish.  

Related reading:

  • Zapier Tables: A better way to store (and use) your data

  • Create a lead management table with Zapier Tables

  • How to create an approvals table with Zapier Tables

  • How to create an onboarding process with Zapier Tables

  • Zapier Interfaces: A no-code app builder powered by automation

This article was originally published in September 2023 and was most recently updated in January 2024.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'