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How to use Jira Work Management forms into Jira Service Management portal

In some cases, we already have a form created in an Jira Work Management(Business) project and we would like to reuse it for the Jira Service Management portal, in this case as Jira does not have the functionality natively, we have feature request created for this topic:

  • JSDCLOUD-11675 - Ability to use forms from Jira Work Management in a JSM portal

For now, as an alternative solution would be to reuse the direct link form from the JWM(Business) project and attach this in the request type on the Instructions field from the JSM portal, as I show on the screen recording below:

 

Note: It’s important to mention that to perform this workaround you must have access as a Jira Work Management project admin.
To access the form and send a request, the user must be a customer in the JSM project, and have at least a Jira license and being added to the Business project.
The user must be logged into Jira and have access to the JWM project to access the form.

If you're keen on this workaround, I'll also share the HTML code that I've used to "decorate" the request type:

(!)*{color:#de350b}Please access this link below to pre-fill the form and submit it:{color}*
- [Form Test|https://form-url]

*{color:#de9f0b}Thanks!{color}* :) 

More details about Forms in Jira Service Management can be found in the document below:

You can also view more details about adding customers in the document below:

8 comments

Amazing!!! :D

Like Charles Trilha likes this
Bruna Silva Atlassian Team Aug 12, 2022

Awesome!

Like Charles Trilha likes this
Lucas Silva Atlassian Team Aug 12, 2022

Awesome! \o/

Like Charles Trilha likes this

Nice article! :)

Like Charles Trilha likes this

Great article, Atlassian legend Charlie!

Like Charles Trilha likes this

What about Jira DC? I'll be happy to get same function into Jira DC.

Hey @Urmo 

Thank you for your question!

So, for DC you can use the ProForma app:

Allow me to share with you this doco related to this topic:

I hope that this information helps!

Thanks!

Like Urmo likes this

Thanks :)

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