Attach a form to the Customer Portal

Attach a form to the Customer Portal 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.

Form Visibility Control in JSM projects: In issues, forms can be made visible or hidden on the Customer Portal.

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Instruction on how to add 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.

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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.