See how to create and configure Edit forms
Before you start, log in as a user with Jira Administrators project permissions. For more information, see Atlassian documentation.
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
- Go to the Project settings section.
- Select the Request actions option.
- Click Add Edit form.
- You are redirected to the Configuration view. Design the content of your Edit form by determining:
The fields marked with an asterisk must appear on your Edit form, that’s why it is required to fill in such fields.
- To store the configuration of your Edit form, click Save.
By clicking Cancel the configuration of your Edit form can be permanently deleted.
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.
Optionally, you can add a description of your Edit form. Create a text which will contain up to 250 characters.
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.
Click the expand arrow next to Select request types to choose which types of requests should be available for editing.
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:
- Request Participants (Users)
- Request Participants (Organizations)
By granting edit permissions, you can select more than one user group.
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.
Your JQL queries are automatically verified. An incorrect JQL query is marked in red.
If you want to learn more about JQL, take a look here.
Control editing with comments
The option to enable internal comments after editing of requests is by default switched off. To control editing with comments, use the toggle.
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:
You can always check the introduced values and see a preview of the internal comment message which will be displayed on an issue in Jira.
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.