Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

How to Connect Forms to Request Types

Cole Simonson January 24, 2023

I set up 5 different Forms for a specific Service Desk as shown here:

Jira Forms Setup.png

I also set up these Portal Groups:

Portal Groups Setup.png

And I set up a couple of Issue Workflows.  Here is one:

Incident Workflow.png


1)  If I go into my new Service Desk  >  Project Settings  >  Service Requests, then on this screen, I select Portal Groups: Logins and Accounts, and under 'Request type and description', I select 'Logins and Accounts', it is bringing up a new form for me to edit, where I'd really like to be able to use the Forms I already created.  How can I use one of the Forms in my Forms folder of the Project?  

2)  I'm not understanding why I can edit some Issue Types but not others.  I am seeing that the ones I could edit show a Workflow of ICSD: Incident Management workflow for Jira Service Management.  So, perhaps the question is - how can I use this same Workflow for other Issue Types that currently show Jira as the Workflow

NOTE:  When I select the Issue Type: Cetec Change Request, it shows:  Workflow: Jira Workflow (jira).  If I click on the 'Workflow' button in the upper-right corner, it is NOT in background, but it does not do anything when I click on it.  (I am an Admin, but could this mean I am not a high-enough Admin level?)  In summary, I don't want to use the Jira-generated Workflows, I want to use the ones I define.


Thank you in advance!

- Cole


2 answers

0 votes
Cole Simonson January 27, 2023

I found that the problem only shows up or not depending on how I go into the Project.  If I go in this way, my Forms do NOT show up:

My Forms Missing.JPG

But if I go in through Channels > Help Center, then all my Forms are there and used:

Channels  - Help Center -- Gets My Forms.JPG

Can anyone suggest why this would be?  I would want the top  way to use my Forms, too.



0 votes
Cole Simonson January 25, 2023

Follow-up on what I posted above:  I just found that I am a Product Admin for Jira Admininstration, BUT I am only showing as a 'User' for 'Jira Service Management'.  

It turns out, this was NOT the issue.  See above for remaining issue...

Suggest an answer

Log in or Sign up to answer
Site Admin
AUG Leaders

Atlassian Community Events