Jira Work Management Forms - Anonymous Use

[Ryan]

Hello all,

I am currently attempting to setup a form in Jira Work Management that can be publicly accessible to create new issues, but not allow any further access.

I have honestly scoured through the community pages and cannot seem to get this to work. I have tried in both Team-managed, and Company-managed project types, and have created a permission scheme that looks right (allow public to create, only allow logged-in to view, etc.) but still to no avail.

We have paid JWM as well, for context.

Is there someone out there who can explain how to do this in simple terms, and whether this is a function that can be done in both Team or Company types, or only one or the other?

Thanks!

[Bryanna Williams]

Following. Has this issue been resolved? 

I'm experiencing issues with knowing how to allow public access via Jira Forms.

[Bryanna Williams]

@John Funk @Jack Brickey do either of you have insight on this issue?

Thanks in advance

[Jack Brickey]

Hi @Bryanna Williams , I am unsure exactly what the issue here is. Is it that the KB that @Mikael Sandberg provided not working as described?

[Bryanna Williams]

Where do I go to edit the user permissions on this form? I'm looking to have a public link to this form and it be accessible for all users (Jira users and non-Jira users) without the platform prompting a Jira login upon clicking the URL. 

[Mikael Sandberg]

@Bryanna Williams That is a different form then the one that comes with Jira Work Management. The form you are referring to is the former ProForma form and in order to make that available to your customers you have to link it to a request type. If you only want to use the link to the form then users would need access to your instance in order to use it.

[Mikael Sandberg]

In order for a user to have access to the form in a Work management project they have to have a Jira license. You would have to use a Jira Service Management project if you want anyone to be able to submit a request. 

[Ryan]

Hello,

On the JWM page is mentions 'Anonymous' access to create issues - are you saying that that does not extend to the forms functionality?

Even here it mentions something similar, but to enable 'create issue' permissions for non-users, which in theory would allow anonymous users to create issues.

[Mikael Sandberg]

My bad, you are correct. In order to allow anonymous access you would have to change the permission scheme the project is using by adding Public to the Create issue permission, see this KB for more information.

[Bryanna Williams]

Got it. On a project basis, which categories should be updated to "Public" to satisfy my request? And, where can I find the project/issue link to share externally?

Apologies, I'm testing out a couple different methods. @Mikael Sandberg 

 

[Mikael Sandberg]

Since you are in a JSM project you do not have to make any changes to the permissions. What you need to do is either from the Form settings or from the Request type associate the form with the request.

Here is an example of a request that has a form attached to it. the customer will go to the portal and fill it out from there.