Fields shown in Portal are removed from tabs in Agent view

Question

I have several custom fields associated with a request type that I want to have bundled under a separate tab. However, when I surface them in the portal form, it seems that they are then automatically shown under the default tab. Am I missing a step here? Using Cloud classic project.

Alexander Bondarev_x6gjf3 · Answer

Hi, @Keith Jones !

If I correctly understand you want to add tabs just for Agent-view, not for Customers on Portal.

In that case you can configure Issue Screen Scheme in your project, look through the documentation - Configuring a screen's tabs and fields .

Keith Jones · Answer

Thank you for the recommendations - at this time, we aren't trying to add tabs to the customer portal - just in the agent view. But it sounds like they are tied together? If a fields is added to a customer portal, then it cannot reside in a tab on the agent view. Is that correct?

Manon Soubies-Camy · Answer

Hi @Keith Jones,

You can't add tabs to the customer portal with Jira OOTB: Having multiple steps or tabs in Customer Portal when raising longer requests. You may look into apps like Extension for JSM or Proforma to do this.

Best,

- Manon