Creating a JSM Request

Booking is available on your Jira Service Management (JSM) portal, with suggestions and conflict detection.

Requirements

To enable booking on JSM, you must have:

• Jira Service Management installed and active.

• A configured Booking Flow in a Jira service project.

• A workflow transition from the first status back to itself.

• Booking custom field must not be required (it is by default)

Info

When creating a Booking Flow in a new Jira project, a company-managed software project is automatically created. If you want to create a Booking Flow on a service or business project, you must first create the Jira project manually. Once created, you can select it when creating a Booking Flow from a template.

Mark Booking custom field as not required

Info

This step is needed until Atlassian provides full support for Forge Custom fields to be used in JSM Portals. Currently showing those custom field is not available for portal user (customers) or anonymous user.

In the Field configurations screen of the Work Type defined in the Booking Flow, the Booking field must be set as NOT required.

Without this operation, submission from the portal will not be possible.

Creating a JSM Request Type

1. Open your JSM Project Settings.

2. Go to Request management > Request types.

3. Click Create request type > Create blank.

4. Choose a request Name (for instance “Book a car”).

5. Select a Portal group.

6. Choose your Work type (for instance “Car Booking”).

7. Click Add.

8. Remove the Booking field

9. Click Save changes.

JSM Request Example