Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,460,309
Community Members
 
Community Events
176
Community Groups

Pre-populate Fields from URL

Hi everyone!

This article is to provide a quick overview of how to pre-populate fields (such as: summary/description) from a Customer Portal URL.

To do this:

  1. Navigate to a Customer Portal Request Form

  2. Within the URL, at the end, add in either ?summary=test or ?description=test (where “test” is the value for the summary or description field

    1. Additionally, you could also combined the two by using the “&” symbol, such as ?summary=test&description=test

  3. The URL should look similar to the following: https://yoursitename.atlassian.net/servicedesk/customer/portal/1/group/5/create/6?summary=test&description=test

Screen Shot 2022-04-08 at 9.22.30 AM.png

You can also do this for custom text fields. If you have the custom field ID, for example: ?customfield_10026=test this can also populate a custom text fields value.

To gather the custom field ID:

  1. Navigate to Settings > issues > Custom fields 
    1. under the Fields section
    2. Click on the More () icon to the right of the custom field you are obtaining the ID
    3. Select the View field information option
    4. Observe the URL in your browser, which will contain the ID of the field:

    custom_field_id_url.png

    In the above example, the custom field ID is 10026.

This option is a good alternative to pre-filling information, rather than from a default value, automation rule, etc. but instead by reconfiguring the URL to pre-fill the summary, description and custom text fields on any request form.

NOTE: This feature does not work with Forms specifically, as the pre-filled data is overwritten when the Form loads on the page 

Thanks for reading!

Christian

18 comments

Pramodh M Community Leader Apr 08, 2022

Absolutely awesome!! 

Thanks @Christian Beaulieu 

Like Christian Beaulieu likes this

That’s wonderful. Very pleased this is available, thanks for sharing!

Cool functionality. Is it possible to make it work with Insight fields?

Hi - very nice and useful feature.

But where exactly do I locate the URL field to be configured?

I see I must go to a Customer Portal Request Form but where is that? I see the Forms section in the project menu and have looked a bit into that but unable to identify a URL field.

/Frederik

@Frederik Vindum it's located on the portal side (front end). You can adjust the url which will prefill the service request fields.

The use cases are limited since this does not set default values when a user navigates via the portal to the service request. He must use the custom url which you have provided by other means.

Like # people like this

This is wonderful, it works well with text type fields, but are you able to make it work with a dropdown field? 

Like # people like this

I really looked forward to this feature but also struggle to get it to work with dropdown fields. We have users select the "Application" they are reporting a bug on and I wanted to provide a direct url from the application they were arriving from.

Like Thomas Kiefer likes this

Please confirm if this can also work for Data Center? We have tried, but can not get it working.

Like Dimitris Ballas likes this

This is super! Thanks for the post @Christian Beaulieu 

@Kevin Oechsle / @Nick  - if you can pull the IDs of the values of the dropdown you can set it that way. Eg if customfield_111111 has value X with ID 1 https://test.atlassian.net/servicedesk/customer/portal/2/group/11/create/17?summary=test&description=test&customfield_11111=1 will populate the dropdown selecing value X.

@Christian Beaulieu  - I wonder if we can populate some date about the user too? Eg if i want the user to create a request via a link and then append their jira user display Name at the end of the summary?

Hope that helps. 

Thanks again

Yatish

Hey @Christian Beaulieu 

Is it possible to use this solution with a FORM (new feature) that is embedded in a request form?
In my case, fields embedded in a form are linked to the Jira custom field
Links look similar but don't work:
https://test.atlassian.net/servicedesk/customer/portal/11/group/111/create/333?customfield_11111=123
https://test.atlassian.net/jira/servicedesk/projects/XXXX/forms/form/direct/1/10002?requestTypeId=268?customfield_11111=123

Regards

Like Matthijs Muller likes this

Does it have support for setting the organization field or raise on behalf as well?

Please can this functionality be applied to business forms also? With url like: https://<user>.atlassian.net/jira/core/projects/<project_name>/form/<form_no>?summary=example

The only way to get the drop-downs working was to figure out the POSTed data and get the IDs for different drop-downs from that.  Then use them in the URL arguments.  This trick doesn't work with Atlassian usern IDs, however, passing the 24-character hex ID seems to have no effect and just leaves the field blank.

Like # people like this

On DC instances this seems to be available from the 4.22 version

source: https://jira.atlassian.com/browse/JSDSERVER-4049

This is a great start and something I know we'll utilize. Here's hoping this can be someday be used with forms as that will simplify and help some of our workflow from Salesforce by capturing Case info and passing that through the URL into a form. We're looking at just making those custom fields and putting them outside the actual form for now.

Did anyone figure out the formatting to do it with Insight custom fields? played around a bunch and couldn't get it to select the right object even allowing for having the object key alongside the name and field ID

@Steve Letch it's not supported, only some set of standard custom fields.

Comment

Log in or Sign up to comment
TAGS

Atlassian Community Events