Ready to take your customer intake process to the next level?

🚀 We are continuing our deep dive into customer-facing features—which account for 21% of the ACP-420 exam blueprint!

In this session, we transition from standard request types into the advanced capabilities of JSM Forms, Workflow Approvals, and Email Channel Management. Mastering these tools allows you to build highly dynamic, structured, and automated pathways for customer requests while keeping your portal organized and clean. Whether you are prepping for your certification or trying to solve complex business approval requirements in your company-managed projects, this session is packed with essential administrative knowledge. In this session, we’ll cover:

✅ Advanced Form Configuration: Creating forms using templates or layouts, and structuring data with sections and conditional logic.

✅ Form Field Behavior & Mapping: Connecting form responses directly to linked Jira fields and setting up form preferences (locking, open for edits, PDF generation).

✅ Email Request Management: Configuring custom email accounts, controlling request types for email submissions, and managing domain allowlists/blocklists.

✅ Workflow Portals & Approvals: Setting up pre-set lists of approvers, allowing customers to choose their own approvers, and designing seamless workflow transition visibility on the portal.

Bring your trickiest form and workflow logic scenarios, and let's map them out together live!

🛠️It is entirely free and hosted on YouTube. A recording will be made available if you can't join us live.

Your instructor: Robert Hean

Robert is an experienced Atlassian educator with a passion for helping teams unlock the full potential of Jira. Known for his clear, engaging teaching style, Robert delivers actionable insights you can apply immediately to your own Jira instance.

👉 Follow Robert for more Atlassian expertise:

LinkedIn | Learning Platform | YouTube | Blog