(JSM) Customer Portal Form Addition

Customer Portal Form Addition allows the automatic addition of a form to specific Jira tickets within the Customer Portal (Jira Service Management). When the Form is published in the Jira Service Desk interface, service teams may collect only the exact information they need for each request type. Requests are processed more quickly since they are not held in the Waiting for Customer state while agents gather more information.

Abilities of form that was added to the Customer Portal

  • 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 add an additional form to the Customer Portal

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

  2. To publish a form in the portal, go to the Project Settings tab and select Smart Jira Forms.

  3. Add the desired form to the request type you require.

  4. After the customer creates a request on your Customer Portal, a form will be available for completion. This will help to obtain all the necessary data to resolve a particular type of user request and, as a result, reduce the time to resolve the issue.

  5. After the customer has submitted the form, you can view the data in the Jira ticket. This form can be submitted only once, and there is no ability to change the info in it.

     

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