Customer’s view

Learn how to use the app-provided Requests page

Accessing Requests page

My Requests Extension provides its own version of the Requests page, available instead of the native Jira Requests page. In order to access My Requests page, go to the Help Center first.

Steps

1. Go to your Help Center page and click on the Requests button in the top right corner.
2. Select either All or Created by me.

   

3. Click on My Requests Extension button placed on the top banner of the default Jira requests page.

   

Result

You will be redirected to our app’s main Requests page with a new URL: instancename.myrequests.net/requests.

Managing Requests view

In your Requests view you have full control over what you want to see and how you want to see it.

1. If you want to filter your Requests by different criteria, choose them from available options as shown below.
2. You can remove or add new criteria by clicking a funnel icon on the right side. Choose the desired fields and click to add them as active criteria.

Tip

By filtering requests you can also include the criteria categories that are empty. To display the requests with no criteria items defined, use the is empty option.

Bear in mind that selecting empty categories by filtering is available for both Jira and custom fields excluding the following fields: Approvals, Comment, Created, Linked issues, Organization, Priority, Project, Reporter, Status, Summary, Issue Type, Updated.

3. In order to search the requests by any text, click on the search bar and type in whatever text you want. Search is possible by Issue Key, Summary and Description.
4. You can remove or add columns visible on your Requests page by clicking the columns button. Choose the desired fields and click to add them as active criteria.
5. Your saved filters appear on the left sidebar of the view.

If you do not have any requests yet, go to the Customer Portal and make your first by clicking create a request as shown below.

Tip

You can hide the sidebar for better visibility by hovering over it and clicking on the arrow in the upper part of the screen.

Exporting

You can easily export a list with requests by using the export icon. It’s possible to export files to the following formats:

• CSV
• XLSX

Click on the three dots menu in the upper right corner and select Export to CSV or Export to XLSX from the drop-down list.

Info

For better readout, by exporting files to the CSV format you can select a delimiter:

• Comma (,) (a default option)
• Semicolon (;)
• Vertical bar (|)
• Caret (^)

When exporting the list with requests to the CSV and XLSX files you can also select Date format and Date/Time format for your files.

By determining Date format you can select the format from the following options:

• dd/MMM/yyyy (a default option)
• dd/MM/yyyy
• MM/dd/yyyy

By determining Date/Time format you can select the format from the following options:

• dd/MMM/yyyy hh:mm a (a default option)
• dd/MM/yyyy hh:mm a
• MM/dd/yyyy hh:mm a
• dd/MM/yyyy HH:mm
• MM/dd/yyyy HH:mm