Is it possible to show an Insight Report on a Customer portal ?
Or is there any other way to display an information from Insight on a Customer portal ?
I have some information that I want to make available to users who don't usually use Insight
I'm looking for the same feature but it's not possible.
Default JSM does not provide a functionality of Customer portal reports - it provides only basic features.
There are some plugins through:
To create reports in JSM customer portal (it does not include insight fields):
It is possible (with this plugin as mentioned in their documentation) to create "my requests" page with Insight custom field values. You would need to configure Insight custom fields to be accessible via Customer portal and then add the desired insight fields in the "Columns" configuration.
Actually we are already using My Requests Extension
But unfortunately this is not exactly what we are looking for
We are looking for something like "Insight macro for Confluence" that would allow us to display a data from Insight based on a query on some page
The information we want to display is not related to any specific ticket
@Ilia Shapira actually there is an app "Insight macro for Confluence"! It's provided by Atlassian and supported, it's free and I think it should work with anonymous access. Here's the link - https://marketplace.atlassian.com/apps/1216074/insight-macro-for-confluence?tab=overview&hosting=server
I even found some documentation links:
About the installation: https://confluence.atlassian.com/insightapps/insight-macro-for-confluence-1085180824.html
About configuration: https://confluence.atlassian.com/insightapps/plugin-configuration-1085180838.html
Please write back if it helped!
So the idea is that you make the Confluence page (with Insight data) public and add a link in Jira customer portal as a knowledge base article (make the page as recommended kb article for request type, or even add a direct link in the request type description text).
Refined for JSM could extend the design even further - you could create a separate page or button-links that refer to the Confluence page.
You could even "embed" (kind of a workaround, but still) a confluence page in JSM portal: https://community.atlassian.com/t5/Jira-Service-Management/Display-articles-on-customer-portal-on-Service-Desk-Cloud/qaq-p/892104
From the discussion:
This is possible...at least I have achieved this on cloud using portal announcements. Effectively these were the steps:
This link will open the article in the portal meaning you don't need to give the url out of your space to your customer and keep them within the portal. You will need to ensure that the article is available to be read by anonymous users which is set by default.
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