Business trip in Jira

[Nena Kruljac]

Hello,

the use case is:

1. Employees announce business trip to another city or country by car or plane or bus…

2. A manager approves or decline it

3. After approval, business support team books flight or rent-a-car and hotel…

4. Employee comes back from a business trip and has to provide data about it: receipts, start and end date and time, if car was used, than also car model, registration plates number, km before and after the trip, passengers (if any).

JSM (customer portal) could be used for 1-3 steps, but what about step 4 - how can customer enter after-the-trip-data from step 4 in customer portal to the previously created ticket?

JSW app could be used, but JSM seems better.

Buying additional apps is not an option

Hosting: Jira Cloud

Thank you, best regards, Nena

[Charlie Misonne · Accepted solution]

Hi Nena,

About step 4: do you expect the employees to fill out some extra fields? In that case you can use forms. A form is a separate set of fields you can "attach" to a Jira issue. They can also be filled in by users on the portal.

Via an automation rule you could attach the form automatically to the issue when in step 4.

This is just an idea. You could also add an automatic comment and ask the user for all that data and let them answer via a simple comment and attachments.

kind regards,

Charlie

[Nena Kruljac]

Hi Charlie,

thank you very much, it works.

Best regards, Nena

[Charlie Misonne]

Glad I could help!

Out of curiosity: did you go with the Form solution?

[Copper Draw]

Hello you help me this work now..