Way to categorize service requests at the form level.

Martin Quezada September 20, 2024

New to JSM. Is there a way to organize service requests when one is creating an issue? Can this be solved via portal groups? Ex: Customer chooses HR in portal group, and a specific set of service requests will show up along with routing the service requests to the HR agents. I have also thought about creating a custom field but have yet to find a solution so that only a specific set of service requests options will show rather than all of them.

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Susan Waldrip
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September 20, 2024

Hi @Martin Quezada , welcome to the Community!

If I understand your question correctly, you can change the order of Request Types the customer sees by using Project Settings > Portal Settings > Portal groups and dragging them into the order you want:

help13.jpg

The resulting page the Customer would see would be the project portal page with all the Request Types they can choose from:

help11.jpg

 

Hope that helps!

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