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How to create external forms in Jira and let people out of your organization submit it?

Most working processes take a lot of time, from creating to resolving. Especially when we are talking about the manager’s work, they always have lots of duties. To do everything in time, most managers use add-ons and programs, which help them to make their work more convenient and efficient. The most simple way for managers who use Jira to start doing more but wasting less time is to go to the Atlassian Marketplace and choose the app that fits the best.

Let’s look through the example when the add-on becomes extremely helpful.

image-20220615-112711.png

When it’s necessary to submit forms?

Jira Cloud has an opportunity to create nice forms that can improve and customize your issue layout. However, it’s very important to have an opportunity to share the forms with people outside of your organization and get a response to the Jira issue. The most typical case is the hiring process when HR administrators need some candidates’ documents and information. 

If the mentioned case is relevant for your organization, or you need the Jira forms to be external, read the information below.

Our SaaSJet team has released Forms & Checklists for Jira Cloud to provide users with an option to create the forms and attach them to the issues. Then, based on the community requests, we’ve realized that users want to have those forms available for external people. So, we launched the improvement, and now any form can be shared the way the Google forms work.

How to share forms in Jira externally?

First of all, you need to install the add-on. Get it from the Marketplace on your Jira instance in a second. 

  1. Construct the form that fits your requirements.
    image.png
  2. Create the issue and attach the form.
    image.pngOnce the form is added, you can get the URL for sharing it.
    image.png
  3. Copy the URL to share it with the required people.

 

image.png

When the person opens the URL, the form will appear without any Jira-related design.

image.png

After the user submits it, the data will appear in the Jira issue and Add-on.

image.png

 

That’s it. The shared form is valid only for one submission and during a one-month period. The data will be saved in Jira properties. So no data is stored out of your Jira instance.

Takeaway

Forms & Checklist for Jira Cloud is a straightforward way to keep data in a safe place, with a user-friendly interface and lots of functionality you can discover by getting the trial version. Spend your time on valuable things and get more free time to relax. It is an excellent present for yourself to become more productive. 

 

Have you ever used some Atlassian apps? If so, which one? Please, share your experience with us. 

2 comments

Fabian Lim Community Leader Jun 16, 2022

Thanks for the details. Looks like a great add on.

Hi, @Fabian Lim ! I really hope, that it was helpful!

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