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Add preset form for customer to fill out in Request Type

Earl Kabiling August 17, 2020

I've created a Request Issue Type for Employee Offloading Request in our SD Portal. Can you please direct or guide me on how to automatically add a checklist form for the customer to fill out when lodging a request?

Thanks, 

Earl 

jira request form.jpg

3 answers

3 accepted

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Earl Kabiling August 19, 2020

thanks for the tip Najjar! great was able to finalise the form, much appreciated!

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Najjar _Innovura_
Atlassian Partner
August 17, 2020

1. Create a checklist customfield

https://confluence.atlassian.com/adminjiracloud/create-a-custom-field-991923727.html

2. Add Customfield to Create screen

3. As @Jack Brickey  indicated in his answer, add the field to the request type settings

Earl Kabiling August 19, 2020

thanks for the tip Najjar! great was able to finalise the form, much appreciated!

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Jack Brickey
Community Champion
August 17, 2020

you build the request form under Project settings > Request types. You click edit fields and add the desired fields to the request form. You can make fields required or optional, add descriptions, change names, etc. You can read more here - configure-the-customer-request-form-and-issue-view-layout-for-a-request 

Earl Kabiling August 19, 2020

gothca! awesome thanks mate, much appreciated!

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