Enabling Insight custom fields on customer portals
Administering Insight
- Installing Insight
- Configuring roles and permissions
- Configuring global Jira settings
- Configuring global Insight settings
- Adding Insight custom fields to screens in Jira
- Enabling Insight custom fields on customer portals
- Adding Insight functions to workflows in Jira
- Adding approvers from Insight to requests in Jira
- Importing and exporting object schemas
- Insight REST API documentation
- Advanced usage guides
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When you add Insight custom fields to Jira Service Management, you need to enable them for customer portals. Without these steps, customers won't be able to use these fields.
Enable custom fields on customer portals
Add custom field to your service project
- Go to your service project.
- Go to Project settings > Customer portal.
- Choose the request type to which you want to add your custom field.
- Click Edit form, and switch to the Fields tab.
- Click Add a field and choose your field.
Enable and show the custom field
Enable the custom field:
Show the custom field:
Enable access for customers
Once your custom field is enabled, you need to configure access on your object schema so that customers can select objects in your field:
- Open your object schema in Insight.
- At the top-right, select Object schema > Configure.
- Switch to the Roles tab.
- In the Jira Service Management tooltip, click Enable.
Last modified on Oct 19, 2021
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