Show checklist progress on the customer portal
You need administrator rights in Jira to perform the tasks on this page.
AVAILABLE SINCE 6.0.0
You may want to show one of your existing checklists on the customer portal and let your customers see the progress of their request.
Jira Service Management has a limitation that makes our Checklist custom field unavailable on the customer portal. Instead, with our Checklist Proxy for Customer Portal custom field, you can bridge Checklist to the customer portal.
Create a Checklist Proxy for Customer Portal custom field
To show a checklist on the customer portal, you need to use the Checklist Proxy for Customer Portal custom field. For each checklist that you want to have on the portal, you need to create a Customer Portal custom field.
To create a Customer Portal custom field, see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/3159228424.
Configure the Checklist Proxy for Customer Portal custom field
Each Customer Portal custom field must be linked to the regular Checklist custom field that you are trying to display by proxy.
To only show the checklist when the customers view their request, you need to disable the Show on Create screen feature. This ensures that users cannot change the checklist themselves when they create the request.
To configure the Customer Portal custom field, see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/3159556101.
Add the Checklist Proxy for Customer Portal custom field to the desired request types
The final step is to add the Customer Portal custom field to the request types for which you want the Checklist custom field to be shown by proxy on the custom portal.
To add the Customer Portal custom field to the customer portal, see https://okapya.atlassian.net/wiki/spaces/CHKDOC5/pages/3159719941.
SERVER documentation (On Cloud? Go here.)
Have questions? Contact our Service Desk for help anytime.