After you create a form, how do you then send it

[Seth Bracey]

After a form is created, what is the next step to send it off to associates. 

[Harshit Grover]

Hi @Seth Bracey 

In Jira Service Management (JSM) Cloud, after creating a form, You have to link the Form to a Request Type

Go to Project Settings > Request Types.

Choose the request type where you'd like to attach the form.

In the request type settings, look for the Forms section and add the form you just created.

Then customize the form visibility : 
Ensure the form is visible to customers or internal associates:
For customer-facing forms, ensure it’s linked to a portal request type.
For internal use, ensure permissions and access are configured appropriately.

Once the form is linked to a request type:

Internal Sharing:
Share the service desk link or the specific request type URL with associates.

External Sharing:

If it's on the customer portal, provide the portal link and direct users to the appropriate request type.

You can copy the link to the request type or portal by navigating to Customer Channels > Portal settings and finding the URL for the specific request.

For further info, please follow :  https://support.atlassian.com/jira-service-management-cloud/docs/add-a-form-to-the-portal-form-for-a-request-type/

Regards, 

Harshit Grover

[Aaron Pavez [ServiceRocket]]

Hi @Seth Bracey 

AFter you fill out a JSM form you will create a Jira issue and the agent will see it on their dashboard and you will access it through the portal.

Then you can use the SHARE button to add participants who can add comments,files.

Can you tell us if this covers your question?

Regards