Does Customers can do the approval ?

Santhosh March 1, 2024

Hi Team,

I want some of the customers to do approvals,

What we did ?
Made the approval process by the customers
Since there are like 500+ approvers, we added them as a customer portal and do the approval process via customer portal. 

But now, its not showing them on the list, Is that because of any update.

Restricted:
1. We restricted only some of the mails to be used or created in the portal.

2. But it shows the old customer able to create the form, but not showing the other customers like approvers.

 

 

The project is open and visible, but don't know why its listing all the customers.
We even added the group (customer group jsm) to the custom fields.

Please help in guiding these steps or whats the mistake ?

 

4 answers

0 votes
Jack Brickey
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March 6, 2024

@Santhosh , please see this article - set-up-approvals . in the articles illustrated on that page they discuss how to set up approvals by customer.

0 votes
Santhosh March 3, 2024

Yes. all those who signed in had access, but I think now its restricted. 
Is that because of any update ? @Perisic Nikola 

Perisic Nikola
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March 4, 2024

Hi @Santhosh ,

Do you have a screenshot of this issue (blur out all of the details that you don't want to be seen, since this is a public site)?

0 votes
Santhosh March 1, 2024

Yes. Only Portal access outside of Jira  @Perisic Nikola 

0 votes
Perisic Nikola
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March 1, 2024

Hello @Santhosh 

By approvers do you mean customers?

Santhosh March 4, 2024

Yes by customers @Perisic Nikola 

Santhosh March 5, 2024

It was working before. But we did updated our Jira to allow some Specific emails into our organization, So is it blocking all the customers @Perisic Nikola 

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