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How to customize the Requests view in the Portal?

John Doe

Hi there!

Actually, I have two questions here:

1. Do we have any options to customize the Requests view in the Portal? For example, to make some default view of tickets.

1 - requests.png

2. Do we have any options to create and share a specific customer dashboard on the portal side? On the main page.

2 - dashboard.png

Accepted answers

Sebastian Krzewiński

Hi @John Doe !

With JSM out-of-the-box it will be very hard. Please take a look on apps that extend admin ability portal customization.

1. Portal UX

- https://marketplace.atlassian.com/apps/1218481/refined-for-jira-service-management-cloud?hosting=cloud&tab=overview

- https://marketplace.atlassian.com/apps/1220300/theme-extension-for-jira-service-management?hosting=cloud&tab=overview

2. Extend sharing data (more fields) with users:

- https://marketplace.atlassian.com/apps/1218221/feature-bundle-boost-customers-ux-on-portal?hosting=cloud&tab=overview

- https://marketplace.atlassian.com/apps/1212161/extension-for-jira-service-management?hosting=cloud&tab=overview

3. Better filtering from customer side

- https://marketplace.atlassian.com/apps/1219647/my-requests-extension-for-jira-service-management?hosting=cloud&tab=overview

Regards,

Seba

All comments

Sebastian Krzewiński

Hi @John Doe !

With JSM out-of-the-box it will be very hard. Please take a look on apps that extend admin ability portal customization.

1. Portal UX

- https://marketplace.atlassian.com/apps/1218481/refined-for-jira-service-management-cloud?hosting=cloud&tab=overview

- https://marketplace.atlassian.com/apps/1220300/theme-extension-for-jira-service-management?hosting=cloud&tab=overview

2. Extend sharing data (more fields) with users:

- https://marketplace.atlassian.com/apps/1218221/feature-bundle-boost-customers-ux-on-portal?hosting=cloud&tab=overview

- https://marketplace.atlassian.com/apps/1212161/extension-for-jira-service-management?hosting=cloud&tab=overview

3. Better filtering from customer side

- https://marketplace.atlassian.com/apps/1219647/my-requests-extension-for-jira-service-management?hosting=cloud&tab=overview

Regards,

Seba

John Doe

@Sebastian Krzewiński , thanks a lot.

We will try this one Refined, it seems that this is our solution.

John Doe

@Sebastian Krzewiński , thanks a lot.

We will try this one Refined, it seems that this is our solution.

John Doe

@Sebastian Krzewiński so, one more question - can I manage those statuses located in block "REQUESTS"? I mean I want to keep only some of them for customers.

Don't use any apps, just use JSM.

3 - requests.png

Sebastian Krzewiński

If you want to limit list of statuses you need to change status names in request forms. More info you can find here - https://support.atlassian.com/jira-service-management-cloud/docs/customize-the-workflow-statuses-for-a-request-type/

Regards,

Seba

Ivan Garcia _Appfire_

Hi @John Doe to add to Sebastian's list of apps, I would greatly recommend our app Dashboard Hub for Jira - Custom Charts and Share Reports to share advanced dashboards from the customer portal check a live example of a ITSM dashboard here

Gallery Image 4 - Cloud.png

Hope it helps,

Iván García, Product Marketing Manager at Appfire

John Doe

@Ivan Garcia _Appfire_ thanks for this, interesting. We will think about this solution.

Ivan Garcia _Appfire_

Don't hesitate to reach out if you need any more information or feel free to schedule a time to chat

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