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Some business processes require the involvement of people out of your organization. For example, the hiring process needs additional information from candidates; salespeople should work with partners from other companies, etc.

Given this challenge, we have released the new functionality that gives Forms and Checklists for Jira users the ability to create a form and share it with people using the direct URL.
To do so, follow the instruction below:

  • Open a Forms and Checklist add-on and create the form you are going to share.

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    • Then create the Jira issue and add the form, you’ve just created

    Sharing a form with external users from the issue is used to provide a link to the form, allowing external users to access it and submit a response. This method restricts users to submit only 1 response and also provides the option to associate the form with a specific Jira issue. Users are given a time limit of 1 month to complete the form.

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    Characteristics

    • form is added to a Jira issue;

    • 1 link - 1 response;

      • To share a form with several users, add to issue as many forms as users need to fill.

    • link with one month limit for filling;

    • sharing with users out of Jira;

    • collect submitted information in a Jira issue;

    • once the form is submitted, form won’t be available for review or resubmit.

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    Abilities of form that was shared from issue

    • Change values of Jira issue fields to forms elements responses after forms submission with the feature Destination field. Read more.

    • Create a new Jira issue with values of Jira issue fields based on forms elements responses after forms submission. Read more.

    • Download all form responses or only responses from one form instance. Read more.

    Instruction on how to share a form from the issue with external users

    1. Open the Smart Jira Forms add-on. Create a new form or use an existing one.

    2. Then add the form to the Jira issue manually or automatically.

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    3. Then, click a Share icon and generate a public URL to the form.

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    4. Provide the URL directly to

    a

    1. the person who should submit it and expect the submitted information in this issue

    . If you need to share a form with several users, add as many forms in the ticket as users need to fill it

    1. .

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    You can export the data from submitted forms and analyze it to make a decision.

    Info

    Important

    1. The external URL valid period is one month.

    2. Once the form is submitted, form won’t be available for review or resubmit.

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    1. Download all form responses or only responses from one form instance. Analyze and work with data from the survey in your way. Read more.

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    Request a demo call

    Info

    If you need help or want to ask questions, please contact us through SaaSJet Support (Time of the First Response ≤ 4 hours) or via email support@saasjet.atlassian.net

    Tip

    Haven't used this add-on yet, then try it now!