Hi everyone,
I'm building a workflow in Jira Service Management (Team-managed project) and I’d like to ask for advice on how to manage status visibility between internal users and customers.
Background:
Internally, our team uses three detailed statuses to track issue progress:
However, for customers viewing the issue in the portal, we want to simplify these into a single status like "In Progress", so they don’t see the internal breakdown.
This way, our team can manage the issue in more detail, while customers only see a clean and simple status.
To achieve this, I created a custom Select-type field called "Customer-facing Status", which is updated automatically based on internal status changes using automation rules.
What I’m trying to do next:
After a customer submits a request, they are redirected to a screen where they can view the current status and other request details — specifically, the right-hand side panel of the portal screen.
I’d like to edit the fields shown in the area circled in the attached image, so that the "Customer-facing Status" field appears there.
My goals are:
Questions:
Any tips, workarounds, or best practices would be greatly appreciated!
Thanks in advance,
Yuki Tanaka
Hi @田中優貴 , thanks for your detailed post and description of what you are trying to achieve.
Is there a reason you can't use the 'Workflow statuses' tab here in the Request type configuration to show an alternative / more customer-friendly status name in the portal?
Best wishes
Thak you for your reply !!
I'm using a team-managed project, so I can't see the 'Workflow statuses' tab like in company-managed projects. I want to show a custom field on the portal, specifically in the right-hand section where the status is shown. How can I configure that?
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Hi @田中優貴 , thank you for your reply. I think, unfortunately, it will not be feasible to replicate this company-managed functionality in a team-managed project. If you can't change the project to be company-managed, I do not know how to do this.
Sorry!
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