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How can someone submit a jira form without a jira account?

Todd Wagner June 4, 2024

We would prefer to use Jira Forms for collecting project requests because of the Jira automation, however not all of the company users have a Jira license, but in looking at the form sharing requirements it says the user must have a license.  Does anyone have a solution or work around for this?  Beyond just having someone with a license submit on their behalf?  Maybe a Slack form?  

2 answers

0 votes
Olha Yevdokymova_SaaSJet
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
June 5, 2024

Hello @Todd Wagner 

With Smart Jira Forms, anyone can submit a form to create Jira issues across Software, Work Management, and Service Management projects. As part of the SaaSJet team (the developers of Smart Jira Forms), I can guide you through the process.

First, create a form within the Smart Jira Forms add-on. It offers various fields, including attachments and embeddable elements, allowing you to add images, videos, and documents (e.g., from your drive). You can customize the form's colors and fonts to match your branding. Consider whether you need conditional logic for dynamic field display based on user input.

Next, move to the settings tab to configure actions. If you want issues to be created upon submission, choose the "Create Issue" feature and select the project and issue type for the form. Map the form fields to corresponding Jira fields for data transfer.80e8e8f9-a3ff-49e7-a183-b051de34c4ef.png

Then, choose how to share your form. For external users, generate a unique form URL that anyone can access. You can embed this URL on your website, use it as an iframe in Confluence, or include it in HTML-formatted emails. Forms can also be added manually or automatically to Jira issues and JSM request forms.


Let me know if you have any other questions; I'm happy to help! 

 

0 votes
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.
June 4, 2024

@Todd Wagner Welcome to the Atlassian community

Jira Work Management really requires a license for majority of the functionality to work.  Jira Service Management allows users (as customers) to submit requests without a Jira license and this includes forms.  You can then use an automation to create a Jira Work Management issue from that request.  

Todd Wagner June 4, 2024

Thanks!

Todd Wagner June 4, 2024

Oh that includes Smart Jira Forms the app under Jira Service Management correct?

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.
June 4, 2024

@Todd Wagner Sorry should have been more clear.  Jira Service Management has it's own form product that is different than the form builder in Jira Work Management.   I would relate Jira Work Management form to a Jira Service Management Request.  You can build the request in the portal to collect information to create a Jira Service Management issue.  This can then be used to create a work management issue via automation.  https://confluence.atlassian.com/servicemanagementserver/setting-up-request-types-939926357.html  

Todd Wagner June 7, 2024

@Brant Schroeder Thanks for the clarification.  So if you create an issue in JSM from either the portal or through a slack channel integration from a user requesting a project (the form I'm looking to build) you could clone that issue to either a discovery project or a standard Jira project correct? That would be clone then close issue to keep the historical info.

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.
June 7, 2024

@Todd Wagner Yes you can clone it via an automation.  You can even have comments flow back and forth if needed via automation.  Just set up a JSM instance for free and test it out.

 

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