Would like suggestions on adding a field for "account" to the request form

Phillip_11pfj1

Team, I am setting up a Jira Service Desk project and would like to understand the most effective approach to adding a custom field "account" to the request form. This field would allow the customer to choose 1 to many accounts associated with the request.

Additionally, the account may have properties such as region and industry.

Has anyone solved for this use case in Jira Service Desk server (3.9)? I am considering a custom issue type called account. This could be populated with a pre-defined list of accounts and attributes. 

The user could then add / link these issues from an issue. 

 

Petter Gonçalves

Hello Phillip,

You can add a custom field to a request type in order to get the client for a request type. Here are some options:

1 - You could use a select list (Single choice) to select the client and properly set the region and industry together with its options

2 - You can create two custom fields: A select list (Single choice) and a text field.

Based on the value select for the select list, you can use the Automation plugin to set the region and industry of the client in the text field.

Check the documentation below to have more details about it:

- Adding a custom field

Let me know if this information helps.