Create an issue using a link to a form

Admins, agents, and collaborators in a service project can create issues using a link to a form. This allows your team to create issues using forms on behalf of customers without navigating to the portal.

There are two types of links you can use:

• a general link that allows you to select any service project, request type, and form

• a direct link that allows you to only create issues using a pre-selected form attached to a request type in a specific service project

These links can either be sent direct, 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 issue creation.

Get a general link to create issues using any forms

You need to be a project admin to access a link to create issues using forms.

1. Go to Project settings ()> Forms

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

3. Select Settings

4. Turn on the toggle next to Create new issue

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

6. Select or copy the link that is now available

Get a direct link to create issues using a specific form

1. Follow steps 1 to 6 above

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

3. Select or copy the link that is now available to create issues using your pre-selected form