![]() These are the most essential elements that will ensure consistency with the company’s brand book and at the same time do not require lengthy configuration. Customizable elements include main image, colours, header (e.g. What is more, they can decide what a Customer Portal user is able to see. Let’s start with the design: the administrator is responsible for workflow control and correct process configuration. Learn about the most important and most useful features of one of the system elements: Customer Portal. Jira Service Management is a comprehensive solution offering various possibilities of applications and numerous advantages. It is scalable, certified in terms of compliance with ITIL, and above all – easy to use. ![]() The Customer Portal in Jira Service Management is a tool that is being constantly developed by its producer. It is a solution dedicated to businesses in need of a platform that will allow their customers and employees to report faults, needs, and problems, which are then forwarded to the appropriate support line. The Customer Portal is easy to use, and at the same time it offers advanced configuration possibilities. The field should be visible in the right hand panel for you to drag and drop into your request form or issue view.Customer Portal in Jira Service Management: notifications, automation, knowledge base, SLA Go back to your request type and refresh the page. Select the field you want to add from the dropdown at the bottom of the page. In the bottom right hand panel, select Make existing fields available. Select Issue view or Request form, depending on where you want to make the field available. You must be a Jira admin to add fields to a screen. If the fields you’re trying to add don’t exist yet, you’ll need to create them first. If you’re trying to add existing fields to your agent view or request form, and you can’t see them in the panel on the right, you might need to add the fields to their associated issue types. Make more fields available in the right hand panel To add a link to the Request form help and instructions field, use wiki markup.įor example, to insert a link that displays the text ‘Example’ and goes to, you should enter: Make it compulsory to fill out a field by checking the box next to Required (some fields are required by default) ![]() When configuring your Request form, you can also:Ĭhange the name of the field in the request form (and portal) under Portal field nameĪdd a description to your field under DescriptionĪutomatically fill out a field and hide it from customers in the request form (and portal) by checking the box next to Use preset value and hide from portal To rearrange fields, drag and drop them into your desired order To remove a field, drag and drop it into the panel on the right To add a field, drag and drop it into your desired location from the panel on the right Select Issue view to update the issue view, or Request form to update the request form.Īdd, remove, and rearrange fields as desired: Select the request type you want to customize. Select the relevant work category in the left hand navigation panel. ![]() You must be a project admin to customize fields on request types.įrom your service project, go to Project settings, and then Request types. Customize the fields of your request form or issue view for a request type You can choose which fields are visible on the request form and issue view by customizing the fields of your request types. Learn more about the issue view in Jira Service Management. The issue view, which is what agents see when they work on issues in Jira Service Management. Once a request is raised, it becomes an issue. The request form, which customers fill out to raise a request. Your request type can appear to your customers and team members in two different ways:
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