• Products
  • Get started
  • Documentation
  • Resources

Add a form to the request form for a request type

When you use a form as part of the request form for a request type, it'll appear for customers to fill out when they raise a request of in the portal. If you've added a form along with Jira fields, the form fields will appear underneath any configured Jira fields. Learn more about form locations.

You need to be a project admin to add a form to a request type’s request form.

To add a form to a request type’s request form:

  1. From the navigation on the left, select Project settings or Service project settings > Forms.

  2. Select the name of the form you want to add to a request form.

  3. Select Settings.

  4. Turn on the toggle next to Request form.

  5. From the drop-down underneath, select your desired request types.

    • For each request type you select, the form will appear in that request type’s request form, along with any other Jira fields you’ve already configured.

  6. Select Save changes.

When configuring the request form for a request type (in Project settings > Request types), you won't be able to see whether or not a form has been added to it. To check, preview your request form, or go to Project settings > Forms, and use the filters to see which forms are being used in the request form for the request type you’re working on.

Additional Help