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This page is intended to provide instructions on creating a Form for a projects in JSM

All project owners and managers will have access to https://su-jsm.atlassian.net/jira/your-work where you will be able to manage your projects and use the form feature to create customized forms for your project. Once navigating to the JSM portal you will need to select the appropriate project. This can be found  as a tile under your recent projects or by selecting the project drop down and selecting view all projects as seen below.

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Next, you will need to select the "Settings" tab.


Request form

When you add a form to the request form for a request type, it’ll appear for customers to fill out when they raise a request of that request type in the portal. https://su-jsm.atlassian.net/servicedesk/customer/portals 

In the portal, when a customer is raising a request:

  • The form can be used on its own for raising requests, or used alongside existing Jira fields.

  • The form will appear underneath any Jira fields that were added when configuring the request type.

  • Form fields will look much like regular Jira fields – customers won’t notice that the form is a separate object to the usual request form that they’re used to filling out. However, after the request is raised, the form will be separated, and customers will be able to see it under Forms on their request.

  • If you want to use the form on its own, but automatically fill Jira fields with form field information, you can link form fields to Jira fields. 

  • TIP: Do not duplicate fields. Your "Request Type" will already have built in fields, so a form option will be adding to the pre existing fields.


Create new issue

In a form’s settings, you can choose to use the form to create new issues in Jira Service Management using a URL. This URL can be shared externally so that forms can be filled out by any licensed, logged-in Jira users and create issues. This option in settings is for Project consultants and will only be available in JSM. This option is not available in the portal and it is not customer facing.