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Customer Permissions to edit a form in the Admin View

robert cortez

So we have a form attached to a project, and I am trying to see if a customer can edit the form from the 'admin' view. Currently if a customer goes to their portal and accesses a ticket, they can edit the form. However if they go into the admin view of that ticket, they cannot. I have found privileges that allow a customer to make comments on tickets in the admin view, but not to edit forms.

I am hoping it is a permissions issue, rather than atlassian changing permissions depending on views. Anyone have any ideas or pointers?

Also I am not sure on the technical name for these views other than what I listed above, so any help there would be appreciated too.

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Joseph Chung Yin

@robert cortez -

When you referring to "a form attached to a project" - Are you stating that the form is created using FORMs component associated with the project (i.e. one who uses the project UI (not portal UI) and access Project settings >> Forms? + what do you mean by editing?

If so, then it is not possible for customers to be able to have the ability to change the form's configurations.

Please advise more, so we can better addressing your asks.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

robert cortez

Its a form that we made for a project, that gets attached to issues when they are created. so the form is imbedded in the ticket for the customers to fill out.

in admin view (again im not sure if thats the proper term for it, but its the view I see as an admin) if the customer looks at an issue in this view, this is what they see. and the problem with this is we are using a dashboard for customers to view the tickets related to their sites, and if they click any of the info on the widget it takes them to this view. so we are looking at hopefully allowing customers to edit in this view instead of just from the customer portal, otherwise we may have to license them. at one point I changed permissions so customers could leave comments in the admin view on a ticket, so wondering if this is something similar.

in the customer view, they are able to edit/save the form attached to the issue.

robert cortez

@Joseph Chung Yin does this clarify some of the points you were curious about? Please let me know.

Joseph Chung Yin

@robert cortez -

Changing the actual configuration for the FORM requires a full agent license + he/she must also be the project administrators by default. Customer of your JSM projects are not allow to change the configuration.

Hope this makes sense.

Best, Joseph

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