Using JSM Forms and Widgets

Summary

JSM Projects have Forms and Widgets to enable issue creation, find them in Project Settings.

Forms are hosted within your Jira instance and are accessed through standard portal issue creation or as a direct link. Users of these forms must be authenticated existing users.

Widgets are a piece of JavaScript that can be pasted into any website and will post data into your Jira instance.

JSM Forms

The user will either complete the form as part of issue creation or fill it in directly via the URL. Forms are found through JSM Project > Project Setting > Form > Edit > Settings > Create new issues. The reporter will be set to the user that submitted the form.

Issue Creation

The fields in the form are issue custom fields and will be saved into the corresponding issue fields. An example created issue with a form is below.

Open

JSM Widgets

Widgets are included in your website HTML and can be used by anyone regardless of whether they have a Jira account or not. Unlike Forms, Widgets include a fixed list of fields, below, JEMHC is not involved in the issue creation and so no post processing can be done. The reporter of the issue will be set to the user related to the supplied contact email address (users are auto created and added to the Customer role when not found).

• Summary

• Description

• Attachments

• Contact email

Example Created Issue

Open

Customer Permissions

In order to allow Widgets to work JSM must allow anyone to create issues. The two settings are:

• “Anyone allowed on the customer access settings” within Project Settings > Customer permissions.

• “Customers can access and send requests from the portal without logging in” within Products > Jira Service Management > Customer access.

When an issue is created if the contact email relates to an existing user, it will become the reporter.

Notifications with forms

Currently, when a form is used to create an issue it will simply set the values onto the related Fields on the issues. Due to this it means that the JEMHC notification will state that each individual field has been updated.

With that said, if you would like to have a copy of the form within the Notification you would need to enable Create and attach a PDF of the form to the issue within Form > Settings as this will then result in a PDF copy of form being added within the issue which in return will be attached within the JEMHC Notification.

Note: You would need to ensure that Attachments are enabled within JEMHC > Notifications > Email > Notification Mapping > Attachments > Include Attachments.