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

Make mandatory forms for non-agent customer on portal

Giulio Venturino
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 29, 2024

Hello,

is it possibile to make mandatory on the portal page the fill in of a form for a non-agent customer? In particular, i'm trying to make mandatory for a non-agent approver the fill in of a form during the approval phase, in order to procede with the workflow of the request.


Thank you,

Giulio

1 answer

0 votes
Fabian Lim
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 29, 2024

Hi @Giulio Venturino

We combine automation to make this work. 

1. So at specific transition, you would attach the form to the ticket and make the form available externally. 

2. Then the portal user would have to submit the form.

3. Make sure that you don't expose the transition in the portal. 

4. There is an automation trigger  that when a form is submitted, you can then transition the ticket to another status to start your approval process. 

I hope this helps.  

 

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
TAGS
AUG Leaders

Atlassian Community Events