Attach intake form to issue

Lizzie Oldacre March 1, 2024

I'm using Jira as a project management tool for my Marketing team, and we are trying to streamline the process of taking in requests. What I want is to "force" the requestor to fill out a form with information BEFORE they create an issue/ticket. Is there a rule I can build for that? Or is there any way that's possible? 

2 answers

1 vote
Brant Schroeder
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 1, 2024

@Lizzie Oldacre Have you looked at Jira Service Management?  You can have individuals submit requests through the customer portal and require that they complete a form at submission.  https://www.atlassian.com/software/jira/service-management 

0 votes
Jehan Bhathena
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 2, 2024

Hi @Lizzie Oldacre 

What Jira product are you currently using?

Jira Software, Work Management or Service Management, since each of these tools have a different intake process.

JS and JWM use Mandatory fields in the create issues screen, and for JSM as @Brant Schroeder mentioned the customer portal can be configured to set mandatory fields via forms or portal requests.

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