Can you pull customer profile information into custom form?

Chris Jarvis_p3k6rw

Is it possible to pull information from a customer's profile to auto fill in a form.  If they have job title, or Department information filled in can it auto fill for them? I want them to use the user picker ti find themselves, then auto fill their department.

Angélica Luz

Hi Chris,

Currently, it's not possible to add more information on customers' profile. The information available is only email and full name.
We have a feature request suggesting the implementation of this ability:
- https://jira.atlassian.com/browse/JSDCLOUD-1239
Please, click on vote and watch to receive updates about this feature.

For now, as a workaround, you can create custom fields for them to add as required on the form in the customer portal, so they can manually fill this information.
If you have a few customers, you can use automation, for example:

When it happens...
Issue created

If these match...
Issue matches: reporter in (username1, username2, username3)

Then do this...
Edit issue
Field: Job Title
Value: Support Engineer

This option will only be good for you if you don't have too many customers, otherwise, you will have to create a lot of "If" and "Then".

If you have any other question, please let us know.

Regards,
Angélica