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How do we add an additional field in the customer Portal form

How can we add an additional field in a cutomer portal form, when a user has to create a ticket and only one 'Summary' field is there and another additional filed needs to be added for attaching/ dropping a file.

1 answer

2 votes
Sam Nadarajan
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Jan 11, 2022

Hello Ruchi,

To add a field to the customer portal form, go to the specific request type that the form needs the additional fields for (Project > Project Settings > Request Type > [Specific Request Type] > Request Form Tab:

Screen Shot 2022-01-11 at 4.20.57 PM.png

From here, select the "Add a field" button in the Visible Fields section.

Then you just select which fields you want to include on your portal form.


Couple of things to note:

  1. For fields to be available to select and add to the portal form, you need the fields to be available on the create issue screen of the associated issue type. You can easily access this screen by selecting the "Create Issue Screen" link at the top of the request type form (see screenshot)
  2. To add the ability to drag/drop files, select the "Attachment" field. Then that functionality will be available for customers to add files to their requests.

Hope this helps!

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