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How I send a Froms to the client, without portal

Hi, I have a legal assistance management project to have a control of the contracts, but I want that when the contract is finished, the forms are sent to the client.

The problem is that I do not know how to do it, because the project does not have the option of forms, the proyect does have the client portal, and I do not know how to automate it.

Does anyone know how to do it?

2 answers

2 accepted

1 vote
Answer accepted
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Oct 02, 2023

@Sofia Valeria Arriaga García -

In General, FORMs setup is done within each project's FORMS UI (via Project settings >> Forms https://<your instance><projectkey>/settings/forms

One typically will use the FORM to create your project's issues where users can fill out to create his/her issues.

Here is a link on how to setup the FORMs -

Can you provide how is your contract issue is created for your JSM project?  

Please provide the details, so we can assist you further on setting up the possible automation rules.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

Yes, it is a project of jira work management and what I want is that when the contract expires, the client will be able to qualify the service.

0 votes
Answer accepted
Olha Yevdokymova_SaaSJet
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
Nov 06, 2023

My team developed an add-on - Smart Jira Forms, which will allow you to share forms externally with users via link. Also the form can be shared as embed element on your website or Confluence page.7b03ab53-82e3-4ff9-93b3-9686ebb3cad4.png

  • no need to add a form to a Jira issue;
  • one link - a lot of responses;
  • link with no time limit for filling; sharing with users out of Jira;
  • add a form link to HTML code of your website, blog, social media or Jira project to get responses from its visitors.

You can set up to create issue with form responses automatically and the form will be attached to issue. Alternatively you can export all responses in CSV or PDF. Hope this will help, let me know if you need further assistance!

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