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Effective URL: https://community.atlassian.com/t5/Jira-Service-Management-articles/Show-read-only-fields-in-the-Customer-portal-using-Forms/ba-...
Submission: On June 15 via api from AE — Scanned from DE
Effective URL: https://community.atlassian.com/t5/Jira-Service-Management-articles/Show-read-only-fields-in-the-Customer-portal-using-Forms/ba-...
Submission: On June 15 via api from AE — Scanned from DE
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Atlassian Community logo Products Interests Groups Create Ask the community * ASK A QUESTION Get answers to your question from experts in the community * START A DISCUSSION Share a use case, discuss your favorite features, or get input from the community Awaiting your command Turn off suggestions Awaiting your command Turn off suggestions Enter a user name or rank Turn off suggestions Awaiting your command Turn off suggestions cancel Turn on suggestions Showing results for Search instead for Did you mean: Sign up Log in YOU’RE LOGGED OUT Log in to ask questions, follow content, and engage with experts Log in to the community PRODUCTS * Jira Jira * Jira Service Desk Jira Service Management * jira-align Jira Align * Confluence Confluence * Trello Trello * Jira Work Management * Sourcetree Sourcetree * Bitbucket Bitbucket * Opsgenie Opsgenie See all COMMUNITY RESOURCES * Announcements * FAQ * Guidelines * About SUPPORT * Technical support * Documentation * Atlassian Community Events * Atlassian University INTERESTS * Feedback Forum Announcements * Off-topic Off-topic * Atlassian logo Atlassian Account See all COMMUNITY RESOURCES * Announcements * FAQ * Guidelines * About SUPPORT * Technical support * Documentation * Atlassian Community Events * Atlassian University TOP GROUPS * groups-icon Welcome Center * groups-icon Atlassian Answerers * groups-icon Enterprise * groups-icon Trust & Security * groups-icon Community Events * groups-icon Industry Groups * groups-icon Learn from Home Study Groups * groups-icon Featured Groups Explore all groups COMMUNITY RESOURCES * Announcements * FAQ * Guidelines * About SUPPORT * Technical support * Documentation * Atlassian Community Events * Atlassian University COME FOR THE PRODUCTS, STAY FOR THE COMMUNITY The Atlassian Community can help you and your team get more value out of Atlassian products and practices. Get started Tell me more 4,286,916 Community Members 3,882 Community Events 165 Community Groups * Community * Products * Jira Service Management * Articles * Show read-only fields in the Customer portal using Forms SHOW READ-ONLY FIELDS IN THE CUSTOMER PORTAL USING FORMS Jun 3, 2022 Sometimes, we would like to show some fields in the Customer portal(when the customer is viewing the request) that are not part of the fields filled in during creation. Currently, using only the Request type form it is not possible. However, with the new Forms we can add a Form to the ticket and share it with the customer. Below, you can find the steps to achieve this scenario: First, create and configure the form correctly: Create or edit a form. After that, you can add the form to the ticket: * If the ticket already has a form added: 1. Open the ticket > Go to the Forms section and select + 2. Choose the desired Form > Add * If the ticket does not have a form added yet: 1. Open the ticket > In the top right corner, select More (•••) 2. Select Actions menu > Find and select Add form 3. Choose the desired Form > Add * You can also create automation rules to add forms to issues automatically: Create and edit Jira automation rules After adding the form to the ticket, fill in the form and click Submit. Forms added to issues are set to internal by default(if we are adding it manually because with automation we need to select it on the automation rule), meaning that only agents and admins can access the form from the issue. However, forms can be set to external, which also allows customers to access the form from the portal. Therefore, to make the form visible to the customer in the portal, select Internal > External. If the option "Lock form and only allow project admins to reopen it" is not enabled in the settings of that form and agents need to edit some field to add/remove/edit some information in the ticket, the agent can select the form while viewing the ticket in the agent view and select Reopen. Just note that, when we reopen a form, customers will also be able to edit it. So, if you don't want to show the reopened form in the customer portal, before editing, select External > Internal, so that the form will only be visible in the issue, and not from the portal. After resubmitting it, you can make the form visible to the customer in the portal, just selecting Internal > External. More details about Forms in Jira Service Management can be found in the document below: * Use forms in Jira Service Management Comment Watch Like 5 people like this # people like this Share * LinkedIn * Twitter * Email * Copy Link 218 views 2 COMMENTS Charles Trilha Atlassian Team Jun 03, 2022 Awesome! Like • Bruna Silva likes this Bruno Altenhofen Atlassian Team Jun 03, 2022 Extremely useful! Congratulations on the idea! :D Like • Bruna Silva likes this COMMENT Log in or Sign up to comment WAS THIS HELPFUL? Yes No THANKS! × Bruna Silva Atlassian Team ABOUT THIS AUTHOR 2 total posts * * * * * * * +1 more... View profile Jira Service Desk Jira Service Management TAGS * cloud * jira-service-management * jira-service-management-cloud Related Community content * READ-ONLY DATE FIELD IN CUSTOMER PORTAL * READ ONLY MULTI-SELECT FIELD FOR AGENTS? * DEPARTMENT AND ROLE FIELD ON CUSTOMER PORTAL REQUE... * "SHARE WITH" FIELD IS SHOW ON CUSTOMER PORTAL ONLY... * TEXTBOX (READ ONLY) DO YOU USE JIRA SOFTWARE AND/OR CONFLUENCE AND WANT TO PARTICIPATE IN RESEARCH? The Jira and Confluence Cloud teams are conducting research to collect product feedback to inform our roadmap and marketing. Learn more Community showcase MICHELLE TAN Published in Jira Service Management SAFE CUSTOMER NOTIFICATIONS IN JIRA SERVICE MANAGEMENT FOR COMPLIANCE AND PRIVACY NEEDS Announcing safe customer notifications in Jira Service Management as a building block for compliance and privacy needs At Atlassian, we understand the increasing need to be assured that your data i... 1,010 views 3 16 Read article COMMUNITY EVENTS Connect with like-minded Atlassian users at free events near you! Find an event Connect with like-minded Atlassian users at free events near you! Find events near me Unfortunately there are no Community Events near you at the moment. Host an event You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events EVENTS NEAR YOU * FAQ * Community Guidelines * About * Privacy policy * Terms of use * © 2022 Atlassian Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.