Configuring request types and workflows
Set up request types
Each request type in a service desk is based on an issue type. To manage your project's request types:
In your service desk project, select Settings () > Request types.
A single issue type can be the basis for many different request types. For example, the Purchase issue type serves as the basis for both the Request new hardware and Request new software requests.
Organize request types into groups
If you have seven or more request types, we recommend grouping them so it's easier for customers to find what they need. You must have more than one group for the groups to appear in the customer portal. For example, Access requests, General, and Purchase requests:
Administrators and project administrators can manage request type groups in their project settings:
- In your service desk project, select Settings () > Request types.
- Click on a group to add new or existing request types to it.
You can also create a new group by clicking +Add group. Request type groups are unique to a service desk project.
- You can drag and drop request types to re-arrange them in your groups (and, consequently, on your customer portal). Similarly, you can drag and drop groups to re-arrange them on your customer portal.
- If you assign multiple groups to a single request type, the request type displays on multiple tabs in the portal.
Customize the fields on a request type
The fields and descriptions that appear in a request type are based on the field configured for the issue type (that is, the issue type the request type is based on).
When editing the request type fields, you can use the Fields tab to change the default Jira field names to more customer friendly language. For example, the "Summary" field appears as "What do you need?" for customers.
You can also keep fields hidden but available on the request type so that their value can be used for other processes. For more details about how different types of fields work in Jira Service Desk, see Hidden fields and unsupported fields.
If the issue type doesn't have the fields you need, you must add a field to the Jira issue type that the request type is based on. If the issue type uses multiple screen schemes, the new field must be available in the create screen. See Associating a screen with an issue operation.
Customize the workflow statuses for a request type
Jira Service Desk uses the workflow associated with the request's issue type for the flow of the request.
You can re-map the default workflow statuses to more customer friendly statuses that will appear for customers, and you can also map multiple statuses to a single customer status to simplify the appearance of the workflow. Use the Workflow Statuses tab to customize the workflow that customers will see.
Only changes between these customer-visible 'status names' will be reflected in the Customer Portal and its notifications (e.g. a transition between two workflow statuses can be hidden on the Portal by giving them the same 'status name'). For more information about notifications, see Configuring service desk notifications.
If you need to change the workflow of a request, you must edit the workflow associated with the service desk project:
In your service desk project, select Project settings () > Workflows.
Hidden fields and unsupported fields
Each request type in a service desk is based on an issue type. Every issue type has a set of allowed (and possibly required) fields associated with it. As you set up the request type, you can choose to include fields that are hidden on the customer portal but still provide a value to assist with your internal processes and reporting. For example, you might want to set the value of the "Label" field as "hardware" for the "Request new hardware" request type, and set the value as "software" for the "Request new software" request type.
Some fields used by an issue type are not supported for use in the customer portal; if you include these fields on a request type, they will automatically be added to the Hidden fields with preset values section and you'll be required to set a value for them.
Other fields aren't supported for use in Jira Service Desk.
These fields can be added to the request type and given a preset value, but you cannot make them visible on the customer portal:
- Linked issues
- Any fields that are defined by other Jira applications
- Group, project, and version picker custom fields
These types of fields can't be added to a request type and won't appear in the in the "Add a field" dialog:
- Issue type
- Log work
- Security level
- Time tracking