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Visibility of the issue in Customer portal

katarzyna.kaczmarek September 17, 2020

Hello,

I have a question about visibility of the issues in Customer Portal. In my project I have a request type : IT Onboarding, this issues are open via email with help of Email the Issue plugin. In this issue type we use custom field: manager. We would like managers to be able to see those issues via Cutomer portal. When I go as a manager to Customer portal and I search for issues where I am a participants I cannot see anything. What can be solution for this problem?

2 answers

1 vote
Jack Brickey
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September 17, 2020

So you either need to set the reporter to the Manager and ensure the Request type is also set or you can add the manager as a request participant. If the former is used then the manager would see the issues listed in their reported issue if the later they would be under the Anyone reported.

0 votes
Dean September 18, 2020

You could also set an automation rule when the manager is added to the custom field, to also add the manager as a 'watcher' to the request. 

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