Learn how to configure fields and display selected data on your Requests page.
Fields configuration lets you determine additional information which can be accessed by the users of Requests page for customization options. As an administrator, you can configure the system and custom fields to be available as columns or filtering criteria for the particular users of the page with requests. The app configuration enables you to restrict fields’ visibility by managing permissions. You can also use the display name settings.
Before you start using the functionalities related to fields, learn about accessing the configuration.
You’ve accessed the Fields configuration view.
The Fields configuration view allows you to use several functionalities related to fields. By accessing the view, you’re presented with the list of fields that can be used on Requests page. You can set custom configuration for every listed field.
To easier find your way around the view, check the below screens with the highlighted components and read overviews of the Fields configuration features:
For Priority and Customer Request Type fields, when configuring Settings, you can also define whether their names should be displayed in a tooltip or next to an icon. By configuring Show field value simply choose the desired option by selecting Column or Tooltip.
When the Priority icon is displayed as a column on the page with requests, its description and the icon appear as column’s value.
For better visibility you can set its description to be shown as a tooltip. Follow the below steps to set the configuration.
In the Fields configuration navigate to Settings of the Priority field.
In order to display the description in the tooltip, select Tooltip in the Show field value section.
The description is now displayed in the tooltip while the icon is visible as column’s value.
For the Reporter field, when configuring Settings, you can use the Reporter searching options functionality. This functionality allows the app administrators to decide about the scope of searching, based on the reporting person, that is available to the users of Requests page.
As an administrator, you set the Reporter field configuration that enables searching for all Jira instance users without any restrictions regarding their assigned project or organization. It’s also possible to allow for searching for all Jira instance users regardless their assigned project or organization but with limited search options for the Reporter field. This option requires users to introduce the exact name or email address of the reporting person in order to perform a search. Administrators can as well turn off the possibility of searching for users in the Reporter field at all.
When you choose the Allow searching only by full name or email address of a particular user option in Settings, by using the Reporter field as Filtering criteria on Requests page you can just start typing the name or email address of the reporting person and the hints for search results appear right away.
By configuring fields to be available as Columns or Filtering criteria, you allow the users of Requests page to decide about information they see on the list with requests.
To make a field available as a column on the list with requests, navigate to the chosen field configuration and enable the toggle next to Column.
For displaying a field in the filtering criteria section on Requests page, go to the chosen field configuration and enable the toggle next to Filtering criteria.
By accessing Requests page on the Customer Portal, you’ll notice that:
fields enabled as Columns in configuration are available under Column(s) on the page with requests and they can be used for defining the content of the list with requests.
fields enabled as Filtering criteria in configuration are available under the Funnel icon on the page with requests and they can be used for filtering the content of the list with requests.
For the Reporter and Status fields it’s not possible to disable the filtering criteria. You can set configuration affecting those fields by accessing the Settings tab.
By configuring Settings for the Status field administrators can determine whether the Category and Status filtering is available for selection to the users of Requests page.
When you choose the Allow users to display Category and Status in Filtering criteria option in Settings, by using the Status field as Filtering criteria on Requests page, both the Category and Status criteria are visible to users.
By adding particular users, groups, organizations or scopes to the permission pools in different sections of Fields configuration, you can give or restrict access to the following elements of Requests page:
You can make the field invisible for every user simply by switching off both Column and Filtering criteria toggles.
By enabling a field as Column you can make the field visible for selected users. As a result, it will be displayed as a column on the list with requests.
By using Requests page the selected entities can choose the field as a column.
When the columns view is enabled, with the Include and Exclude tabs you can also determine the Value visibility for particular projects.
By using the Exclude tab and selecting a project, the users from the chosen project, by accessing Requests page, will be able to add a field as a column, but won’t be able to see its contents.
Users, despite having access to the field as a column, don’t see its value for the selected projects.
By making a field visible as Filtering criteria, you enable users to filter their Request page by using this field.
The selected entities by using Requests page can choose the field as filtering criteria.
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