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Hi can we add attachment field in customer Portal channel

 

can we add attachment option or more field  in given blue highlightedmmi.PNG space

2 answers

Hi @Sapna Sharma ,

If there are options available for submitting attachments the fields will be automatically shown there but if the attachment field is not available then it will not show you there.

You can't customize the fields!

Regards,

Soumyadeep

0 votes
Daniel Ebers Community Leader Jan 29, 2021

Hi @Sapna Sharma

sure! First you would need to add the desired fields (like Attachment) to the corresponding screen the project is using.

Therefore navigate to

https://YourGreatSiteName.atlassian.net/plugins/servlet/project-config/YOURPROJECTNAME/summary

Locate "Screens" section and choose the Screen Scheme (in my example, the lower one - here marked as default):

grafik.png

From here click on the Screen (note: you could have more than one here):

 

grafik.png

 

Add "Attachment" via "Select Field ..." (or any other field) (it will be saved automatically):

 

grafik.png

  1. Navigate to your project.
  2. Choose "Request types".
  3. Choose the desired Request type.
  4. Click on "Request form".
  5. Click on the blue button "Add a field"

grafik.png

From there you can choose the "Assignee" field we put on the screen earlier (as well as any other field you wish you present to the customer).

grafik.png

When done you can check from the portal. It should show up the new fields, for example, Attachment - as you can see in my example:

grafik.png

Regards,
Daniel

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