New Forms Experience - Send to External Recipients

[Jonathan Whitford]

Hello, really liking the new forms experience in JSM so far. I work in HR and we send new hires a questionnaire to capture information needed to be set up in our HR system. I created a form in a JSM project and linked to issue so it will have a direct link but notice when I send the link to anyone not logged in to JSM the link is blank. Our company portal is open and does not require logging in to submit a request. Is this expected behavior and if so is there a workaround?

For reference, this is the form I created: https://integrapartners.atlassian.net/jira/servicedesk/projects/HR/forms/form/direct/4/10152?requestTypeId=51

[Brant Schroeder · Accepted solution]

@Jonathan Whitford You are sending the internal form link.  You need to send the link to the request in the portal.  I took a look at your portal and guessed that this might be it https://integrapartners.atlassian.net/servicedesk/customer/portal/3/group/20/create/46

[Jonathan Whitford]

@Brant Schroeder thank you for looking at this. I was under the impression from the link that you could directly send them out for completion versus being a request in the portal. There are options in the new forms experience to add to portal, create a new request when completed/submitted, or both.

[Brant Schroeder]

@Jonathan Whitford If you would like the form to be filled out by customers it will need to make it available in the customer portal.  You need to associate it with a request.  This can be done by following these directions https://support.atlassian.com/jira-service-management-cloud/docs/add-a-form-to-the-portal-form-for-a-request-type/

Then you would just share the request type link and the individuals will be able to complete it in the customer portal.

I would also suggest bookmarking this as a reference https://support.atlassian.com/jira-service-management-cloud/docs/use-forms-in-jira-service-management/