Gather data from customers
The add-on allows the users to create a Data Form to be filled by the customers once they enter the Service Desk. The form will be available as a pop-up dialog window.
- In order to set up the dialog, go to App Settings and Forms.
- Enter the Customers tab and turn on the Enable on portal option.
- The dropdown field Display fill data info dialog for customer allows you to select the options described below.
| Until available fields have values | The dialog will be displayed for every customer until they provide values to all fields. This option is selected by default. | |
| Once until the form is changed | The dialog will be displayed once for each form modification. | |
| Never | The dialog will not be displayed in any situation. With this option, customers can provide data in the profile only. | |
| If the JQL is met on the Request View | The dialog will be displayed if the JQL requirement (e.g. Status = open) is met on Request view |