How to share a ticket on creation ?

[Gal Fatal]

Hi,

I'm trying to give customers the option to share a new ticket in the portal with someone in their organization during the ticket creation process. However, I can't find a way to enable this . I know there is an option to share the ticket after it's created, but the customer would like the ability to share it right upon creation.  Any suggestions?

Thanks,
Ga

[Samuel Gatica _ServiceRocket_]

Hi @Gal Fatal 

Using the Form feature, you can add the Multiple users type field and then associate this with the Request Participant.

Hope this works

Best regards

Sam

[Brant Schroeder]

@Gal Fatal just to reiterate what others have said you should use request participant.  You can just add it to the initial form in the portal when they submit and name it to whatever you need to help individuals share the request on creation.  

[Gal Fatal]

@Brant Schroeder  thanks

But when I add the field it sets it as a HIDDEN and I cannot change that, so it's hidden from the portal :( any suggestion how to remove the hidden ?

[John Funk]

Hi Gal,

I just put the user in the Request Participants field directly, That's really all the Share is doing anyway, 

[John Funk]

When you click on the > next to Hidden, can you see the box for "Use preset value and hide from portal"? You should be able to uncheck this. 

[Bill Sheboy]

Hi @Gal Fatal 

My understanding is the "share" feature just sends the work item link in an email to a person, team, etc., optionally including some message text:

https://support.atlassian.com/jira-software-cloud/docs/watch-share-and-comment-on-a-work-item/#Share-work-items

For your scenario, when the people have a Jira license a multiple-selection, custom user field could be added to the work item create view, allowing them to select the people.  Then use an automation rule to send the notification to share the link.

If you only have email addresses, a text field could be used to enter them, and then parse that into individual addresses for the send email action.

Kind regards,
Bill