Adding the field to the customer portal
- Pascal Perreault [Okapya]
You need administrator rights in Jira to perform the tasks on this page.
Before you can use the Checklist Proxy for Customer Portal custom field, it needs to be added as a field for the desired request type(s).
To do so:
Go to Administration > Projects.
Select the Jira Service Management project that you want to configure.
In the sidebar, click Request types.
In the row for your desired request type, click Edit fields.
On the top right, click Add a field.
Select the Checklist Proxy for Customer Portal custom field and then click Apply.
If both your Checklist and Checklist Proxy for Customer Portal custom fields have the same name, it might be difficult to know which is the right one.
You will know if you selected the correct Customer Portal custom field, because it will be added to the Visible Fields section instead of the Hidden fields with preset values section.
That’s it! Your field will now be available on the customer portal when someone creates a request of this type. You can repeat this for all the request types you need.
SERVER documentation (On Cloud? Go here.)
Have questions? Contact our Service Desk for help anytime.