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How to do onchange on Requestor Portal?

Mar Angelo L_ Tareno August 27, 2024

Is there possible way to change or add another field depends on choosing on dropdown?

on requestor portal when creating a request.

 

Example:

when I select Option 1 on drop down, auto add of required fields like text fields or 

another dropdown.

like a onchange function. 

there's another option I like to do. like the hidden fields can be show when depends on

selecting in the dropdown.

see on the picture.

 

 

Screenshot 2024-08-27 174120.png

2 answers

1 accepted

1 vote
Answer accepted
John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 27, 2024

Hi Mar Angelo,

You can do this with the advanced forms also known as Proforma Forms. You create one of those instead of the standard Request Type form. 

To create one, go to Project Settings > Forms

You can get further guidance here:

https://confluence.atlassian.com/proforma/conditional-logic-and-dynamic-fields-1087520923.html

 

Mar Angelo L_ Tareno August 27, 2024

is there possible way to do it free plugin? as I know Proforma need payment to use it.

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 27, 2024

It is included with Cloud - you should be able to use it now. Just follow my path above. 

1 vote
Walter Buggenhout
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 27, 2024

Hi @Mar Angelo L_ Tareno,

Yes, if you embed a form  on your Request Type form. You can add separate sections on such a form which can be conditionally displayed or hidden based on the selection of another field.

Hope this helps!

Mar Angelo L_ Tareno August 27, 2024

is there a tutorial to do it? when the user selected on option can be show the hidden fields on requestor portal?

Walter Buggenhout
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 27, 2024

Everything you need to know is in the documentation link I mentioned above, @Mar Angelo L_ Tareno.

For your specific request, you will need to:

  1. Create a new Form
  2. Add a field to your form where you can select the CRM Sub category. Probably a dropdown field will be the best option. If you want to save the selection the user makes, link that field to the Jira custom field you have already set up.
  3. Below that field, you add a section to your form. You give that section a name, e.g. Option 1, and set its visibility to conditional and you select when it needs to appear (based on the selected option from the CRM Sub category field).
  4. Then you add the field the user needs to fill out.
  5. You can even add additional fields here in the same section.
  6. Below that field, you add - again - a new section. This marks the end of the section and the start of another part of your form that you can - again - make always visible or only if certain conditions that you control are true.

Repeat steps 2-6 for every option in your list or according to what you need.

This article from the documentation on creating / editing forms is a good starting point to help you get more familiar with how this works. But do take the time to read through all support articles I shared in my initial link. You have a powerful toolset available; investing some time in understanding how it works will prove very valuable, I'm sure ...

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