service desk customer portal

[Sergio Palacio]

Hi I need to create a webform in the customer portal.  (Cloud)

I need some ideas or suggestions to do it.

thanks

[Constance Hua (Private)]

If you need your customers to be able to fill-in and edit this form, use ProForma plugin : it recently added this new feature to let customers edit and submit

[Sergio Palacio]

mmmmh Proforma  I can0't create a webform to use it in an external website.

thanks.

[Constance Hua (Private)]

Hi Sergio 

I am using Proforma on Cloud, but for externalising form I use the issue collector

You can make it open on a blank page without trigger 

[Sergio Palacio]

the collector is a good idea but I dont have the functiolity to restrict who can create the ticket. 

using the collector you need an user with permissions and this user allways is the reporter. Is not useful.


I need create an embebed form but in that form only some customers can create a ticket. and not all the customers 

[Simon H]

Sergio, is this a publicly accessible external website? If you only want to allow certain users to be able to submit the form you would need them to authenticate/log-in prior to submission. Can you share more of the use-case for this kind of form?

Full disclosure I am the product manager for ProForma, and we are looking at different publishing options for our forms outside Jira/JSD Portal. Right now we are working on the ability to publish our Jira forms into a confluence page, which might help you?

[Sergio Palacio]

Hi Simon. 

Basically. the User first need to loging to the portal using the embebed form. after login, the form must be shown

At now after some investigation all options allow everyone raise a ticket without login in an embebed webform. 
It is not useful for me.

[Simon H]

Hi Sergio,

You're right, from what I have seen you either need to set the JSD Portal to allow login-free access which means anyone can raise a request, or you disable login-free access and you are forced to direct them to the JSD portal for them to authenticate and fill out the form on the portal. 

Perhaps one solution would be to use something like Automation to filter out requests that aren't from an approved list of domains. It's not the same as requiring authentication, and it may annoy people that have taken the time to fill out a form only to be told they are not eligible, but it does open up the possibility of using different web form systems with Jira,  including the new JSD widget.

We wrote a summary of five options for creating issues from web forms a while ago, it might help.

[Nic Brough -Adaptavist-]

A request already is a "webform".  Either go with that, or explain what you mean that is so different?

[Sergio Palacio]

Thanks a lot.

I want to use the widget functionality.  but I need to create a permission only to a group of people fill the webform and raise a ticket

[Nic Brough -Adaptavist-]

What do you mean by "widget"?For the permissions, you give the people who should raise requests "customer" access, and don't give it to those who should not.