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Jira Software Forms Dillema

andy.pawl

I have an Intake for process in a Jira Software Project. At some point in the process, The customer wants a survey sent out. They have suggested Microsoft or Smartsheet but I like to keep things tidy and in one place.

Thusly I have created an Issue Type called "Survey" which is set at the Task level. Next I created a few fields for that Issue Type. I then created a Form called "Survey" and adde those new fields.

I created an Automation that fires off when the workflow hits a Status. That Automation fires off a custom email with a direct link to the Survey Form - all good. When the Form is submitted, it shows up as it should... However I need to link the two and I am having some trouble doing this using Automations... I played around with an Automation which Creates the Survey and uses "Trigger" link which works but I that makes the form usless.

I'm trying to avoid having the Reporter having to log in to th eback end and seeing all the content on the left and right pannel - thusly the disire to use Forms.

Any thoughts?

TIA!

Accepted answers

Andy Rusnak

Hi @andy_pawl ,

Thanks for using Community!

I am not quite sure I follow up where the breakdown is. You noted that when the form is submitted is shows up as expected. I am not sure what you mean though when you note you are having trouble linking "the two".

What two things are you trying to link together?

Best,

Andy

All comments

Andy Rusnak

Hi @andy_pawl ,

Thanks for using Community!

What two things are you trying to link together?

Best,

Andy

andy.pawl

Hello...

Both the Survey and the Task will show up in List View but they are not linked in any way because the Survey is being created from an Email with the Survey Form link in the content of the Email. I need to find a way to link the two.

This is opposed to creating the Survey with an automation trigger - which creates that link but does not give the Reporter a Form to complete - they would essentially have to go into the back end and complete the survey - which is not clean.

Andy Rusnak

Andy,

Thanks for the follow up. So to confirm, the form is creating a separate work item that you want to link back to the original work item? Is that correct?

If that is the case, does it have to be a separate work item for the form? I am wondering if you wanted to just attach the form to the original item, if this is already in the JSM portal/leveraging things like Customer Notifications, you could leverage something like this automation rule to attach a link of the form to a comment on the original item. Then the form and item could linked that way.

If they have to be two separate work items, thats a little trickier because you won't have any knowledge of the secondary item's work item number. And if you are using a default form link (reused across multiple items) I don't think you can default anything on it.

Best,

Andy

John Funk

Hi Andy - I am marking the answer by the other Andy as Accepted. Let us know if you still have questions.

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