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Attach intake form to issue

Lizzie Oldacre March 1, 2024 edited

I'm using Jira as a project management tool for my Marketing team, and we are trying to streamline the process of taking in requests. What I want is to "force" the requestor to fill out a form with information BEFORE they create an issue/ticket. Is there a rule I can build for that? Or is there any way that's possible? 

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Brant Schroeder
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 1, 2024

@Lizzie Oldacre Have you looked at Jira Service Management?  You can have individuals submit requests through the customer portal and require that they complete a form at submission.  https://www.atlassian.com/software/jira/service-management 

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Jehan Bhathena
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 2, 2024

Hi @Lizzie Oldacre 

What Jira product are you currently using?

Jira Software, Work Management or Service Management, since each of these tools have a different intake process.

JS and JWM use Mandatory fields in the create issues screen, and for JSM as @Brant Schroeder mentioned the customer portal can be configured to set mandatory fields via forms or portal requests.

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