Adding (new) visible to client fields or edit summary upon issue progress.

Alexey_gudeo1

Hello, while setup a ticket/issue i was unable find a way to setup new fields visible to customers.

Case:

1. User wants to request a feature, he opens a help center and fill a special form.
2. Agent forwards this issue to dev team to get info about estimates/pricing.
3. Agent comes back and report to user in a comment "Price is $4000, good for you?"
4. Client agrees with a comment "Sure".

At this point i want to add a Field 'Price" and set agreed value "$4000" visible at all times.

What i tried:

• If i set custom field to "Customer request form" (Visible fields), then this field is editable to customer at issue creation stage - misleading.
• If i set custom field to "Customer request form" (Hidden fields), then i need to set a default value - also might be misleading for agents&customers.
• Description fields - visible only to agents.
• Context fields visible or hidden - visible only to agents.
• Using just comments - data might be lost among discussion.
• I also tied to use Automation 'when agent change status to X, then update": { "fields": { "summary": "" } someting like [field:price value] + Old summary, but failed with JSON or maybe its impossible to do it.

 

 

 

 

Angélica Luz

Hello Alexey,

Thank you for reaching out to Community!

When it comes to showing a custom field in the portal, it's necessary that it's added to the request form and as you tested, this field will be available for the customer to edit when creating the issue.

Based on your tests with the automation, I found a workaround that may help you. It's a simple automation rule, not using JSON. 

It's possible to add the value of the field Price to the summary or description when the field value is changed. 

Please, take your time to test and let us know if you have any other questions.

Regards,
Angélica