Question about hidden request types

NoName
Contributor
October 25, 2024

If we use automation to create a request that's hidden from the portal, will we still be able to communicate with the customer within the ticket via comments/notes?

2 answers

0 votes
Tomislav Tobijas _Koios_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 26, 2024

Just as an info, hidden request is usually a standard practice for "Emailed request" that comes by default when enabling emails in JSM project. With it, customers can raise tickets by email but still can see and communicate on opened requests via the portal.

ℹ️ However, it's important to point out that even when you hide a request type from the portal (so it cannot be found as part of a specific portal group, you can still access the request form via direct URL).

NoName
Contributor
October 26, 2024

While we definitely don't want them emailing requests (otherwise, what's the point in using Jira at all and/or all the forms in the first place?), we may consider using it for other things. Thank you for the clarification!

Tomislav Tobijas _Koios_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 27, 2024

No worries!

While we definitely don't want them emailing requests (otherwise, what's the point in using Jira at all and/or all the forms in the first place?)

Yeah, if the goal is to move away from emails and inboxes, then probably that would be a way to go. However, in many cases, clients usually ask to have email communication enabled (at least having the ability to reply from email) as there are many end users who still use emails as a primary way of communication. By configuring email(s) within JSM projects you can still have that - agents commenting from Jira and customers commenting from email.

0 votes
Manoj Gangwar
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 25, 2024

Hi @NoName 

Yes, you can still communicate with the customer if the request is hidden from the portal.

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