Create a work item using a link to a form

Admins, agents, and collaborators in a service space can create work items using a link to a form.

There are two types of links you can use:

  • General links that allow you to select any service space, request type, and form.

  • Direct links that allow you to only create work items using a pre-selected form attached to a request type in a specific service space.

These links can either be used directly, or can be pasted to any Atlassian site such as a Confluence page to display as a smart link. Choose to show a form inline, as a card, or even embedded for easier work item creation.

Only admins, agents, and collaborators in a Service Desk Team role are able to create work items using this method.

You need to be an admin to access a link to create work items using forms.

  1. From your service space, select Space settings, then Request management, then Forms.

  2. Select the form you want to create a link for

  3. Select Settings

  4. Turn on the toggle next to Create a shareable link

  5. Select the request type/s you want to attach this form to

  6. Select or copy the link that is now available

  1. Follow steps 1 to 6 above

  2. Select the desired service space, request type, and form

  3. Copy the link that is now in your search navigation to create work items using this pre-selected form.

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