Edit forms

See how to create and configure Edit forms

Edit forms are designed to allow users for editing requests. They can be customized and displayed on your Customer Portal.

By setting the configuration of Edit forms, you can adjust editing of requests to the needs of your customers. Create a branded title which will be displayed on the Customer Portal, select particular request types or fields for editing and decide when and by whom requests can be edited.

Creating and Configuring

Steps

1. Go to the Project settings section.
2. Select the Request actions option.
3. Click Add Edit form.

4. You are redirected to the Configuration view. Design the content of your Edit form by determining:

• Edit form title
• Fields
• Request types
• Permissions

5. To store the configuration of your Edit form, click Save.

   

Edit form title

Give your Edit form a name. Your Edit form’s title will be visible to users on the Customer Portal. The title will be displayed on the request’s Edit form, and you will also see it in Jira as the name of the Edit form’s configuration.

Fields

You can select which fields can be edited on requests and arrange them in a desired order. To choose a particular field, start typing in the field’s name and click on the selected one.

Request types

Click the expand arrow next to Select request types to choose which types of requests should be available for editing.

Permissions

Decide who can edit requests

Grant edit permissions to relevant users by clicking the arrow below the Who can edit requests field and select user(s) for whom editing of requests will be enabled. There are three user groups to be selected:

• Reporters
• Request Participants (Users)
• Request Participants (Organizations)

To revoke edit permissions from a particular user group, click the cross icon next to the unwanted user group.

Determine when requests can be edited

To decide when user(s) can edit requests, use JQL to write queries.

Control editing with comments

Turn on the toggle to enable the Add internal comment after editing requests option. You will be able to track all updates of requests, as every request’s editing will be followed by an internal comment. The comment will be visible to Jira Agents only.

You can use the default comment message or edit its content by accessing Global Configuration.

To create a personalized comment message, introduce the content of your message. You can include the following variables:

• Fields
• Editor
• Date

Next up

Once your first Edit form has been created and configured, you can manage its settings and use it to allow customers for editing requests on your Customer Portal.