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Am I able to use a form to submit a task that covers all projects in Jira Work Management?

For the work we do, I am having to create several projects however would like to use a form that allows others to inform us of a task so that we can allocate this to a specific project. How can an overall submission form be used? Does Jira Service Management have to/can be used?

 

1 answer

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John Funk Community Leader Oct 22, 2021

Hi Laila - Welcome to the Atlassian Community!

You might be able to do that by adding a custom field to your form that captures a value to determine which project the new issue should be created in. 

Then add automation so that when a new issue is created on that project (the one the form is tied to) and the value of the custom field is X then clone the card into Project X, if it is Y then clone the issue into Project Y, etc. 

Here is more information on Automation for Jira if you are not familiar with it.

There are two types of automation:

  • Global: In the Free version, you get 100 executions per product, per month
  • Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453

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