How to share a data form with a customer as an agent

Coming soon - for Cloud

Oct 10, 2023 Blocked by https://ecosystem.atlassian.net/browse/FRGE-1232

May 25, 2023 The functionality described here will be released in a few weeks for Jira Cloud

If a customer has filled in a data form (survey / questionnaire) when creating a request, it will be displayed within the request.

You can also share other data forms with the customer.

  1. Open the issue within Jira

     

  2. Select the more menu for the data form you want to share and then click "Show in customer portal"

     

  3. As you can see, the state changes to portal

     

  4. And it is shown to the customer within the portal