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Create a Form to send to customers to fill out in the JIRA Request Form

Peter Morrisey

I have a form that I can create within the Data Request Form that our customers fill out. My issue is I want to create the form and make it editable by the requestor and send them the link to form within their ticket that they can fill out.

I want to be able to repeat this process in all tickets but I am running into a roadblock in regards to generating the link or putting the url into an automated notification.

Accepted answers

John Funk

Hi Peter,

I am confused as to the ask. Why can't you just send the users a link to your existing form?

Olha Yevdokymova_SaaSJet

Hello @Peter Morrisey

What you're seeing — where the shared form link creates a new ticket — is expected behavior with public form links. They’re designed for new issue creation, not updating an existing one.

If you're open to exploring a Marketplace app, Smart Forms for Jira is built to solve exactly this.

Here’s how it works:

✅ You can add a form to a Jira issue manually or automatically (per request type or issue type).

✅ Once the form is inside the issue, you can share a direct link to that exact form instance with the requester — no new issue gets created.

✅ The requester can then fill out the form, and their answers are saved inside the original work item, and issue fields is updated as was set up.

✅ You need also configure the form to update existing Jira fields on submission — for example, automatically filling in Description, Priority, or custom fields based on the answers provided. This works whether the form is submitted directly in the issue or via a shared link from issue.

💡 Bonus: If you're using Jira Service Management, Smart Forms supports placing forms inside the portal too — or if you're communicating via comments, you can paste the secure form instance link right into the comment.

Let me know if you want help setting up a test — happy to guide you!

All comments

John Funk

Hi Peter,

I am confused as to the ask. Why can't you just send the users a link to your existing form?

Peter Morrisey

Hi, the form doesn't generate a link from what I can tell. Our requestors don't have direct JIRA access, should I add a customer link to a notification? We were able to generate a generic form that creates a new Data Request Form but that is not automatically linked to the original ticket.

John Funk

The form is attached to the Portal. So you would send a link for the Portal to the customer.

Peter Morrisey

Thanks John, we figured out how to create a shareable link via the portal. How do we attribute the form to the parent Request Form though? It is fine if the portal creates a new subtask/task as long as it is linked to the initial request.

Olha Yevdokymova_SaaSJet

Hello @Peter Morrisey

What you're seeing — where the shared form link creates a new ticket — is expected behavior with public form links. They’re designed for new issue creation, not updating an existing one.

If you're open to exploring a Marketplace app, Smart Forms for Jira is built to solve exactly this.

Here’s how it works:

✅ You can add a form to a Jira issue manually or automatically (per request type or issue type).

✅ Once the form is inside the issue, you can share a direct link to that exact form instance with the requester — no new issue gets created.

✅ The requester can then fill out the form, and their answers are saved inside the original work item, and issue fields is updated as was set up.

Let me know if you want help setting up a test — happy to guide you!

Peter Morrisey

Thank you, this is very helpful. I will look into it further.

Peter Morrisey

Hi @Olha Yevdokymova_SaaSJet , my organization is interested in testing this. Would you be able to assist in testing our process after I begin a trial for Smart Forms

Olha Yevdokymova_SaaSJet

Hi @Peter Morrisey

Yes, sure! We can arrange as many demo sessions as needed, plus we are always available via chat or emails to help you go through the process. Which one would you prefer?

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