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We’re in the process of rolling out these changes and the documentation may not match your experience. Bear with us while we update it to reflect the new changes. More about navigating the new Jira

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Create a work item using a link to a form

Admins, agents, and collaborators in a service project 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 project, 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 project.

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 project, select Project 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 project, 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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