How can I add an additional (second+) form to existing ticket for a customer?

Lukasz_49ow55

I have a JSM Cloud Team-managed project. I have a request type with a form linked to it, so my customers create issues via the Portal by filling in the form. 

Our workflow is that after the form is processed, and some action taken, we need to get additional pieces of information from the customer - so I would like to enable my agents to then be able to add a second form to the same issue for the customer to fill in. I see the "add form" button in JSM agent view, but when I use it to add my second form to my issue, the second form is visible internally only, not from the portal. 

How can I add a second follow-up form to an already existing ticket and have my customers fill those in?

Olha Yevdokymova_SaaSJet

Hello @Lukasz !

If you are okay with add-ons I would like to recommend you an add-on developed by my team - Smart Jira Forms.

We have different types of adding a form, but I think the most suitable for you will be - 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.

The form will be visible for a customer after the main JSM form submission and the responses will be available in the same ticket. Also, you may want to export form responses - which is also available.

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.
• You will be available to add fields like attachments or embedded elements inside the form builder to collect more valuable info.
• Create a new Jira issue with values of Jira issue fields based on forms elements responses after forms submission.
• Download all form responses or only responses from one form instance.

Hope this will help, please let me know if you need further assistance!