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Customer Portal - My request Configuration

Lan Anh April 2, 2024

Just to clarify this question is not for Cloud version. 

At the Customer Portal, within the 'Requests' button there are 2 options: 'My requests' and 'All requests'. But regardless of which one I picked, below is the search selections I see.

2024-04-02_16-43-11.png

Here, I have to select 'Any status' instead of 'Open requests' in order to see my issue, even for ones that are not closed.

Question 1: is there a way to configured so that the default is 'Any status'?

Question 2: What is considered as 'Open requests' or 'Closed requests'? It seems the only way I can get anything to show up is for 'Any status' option.  What do I need to do so requests can show up when I filter the first box?  

Thank you.

1 answer

1 accepted

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Answer accepted
Kate Pawlak _Appsvio_
Community Champion
April 2, 2024

Hi @Lan Anh

1. No, there is no option to make changes on this page. You can't define what will be the default.

2. Open / Closed depends on the Resolution value. Open requests are requests which Resolution is Unresolved. Closed Requests has some value in the Resolution field.

Lan Anh April 3, 2024

Thank you so much @Kate Pawlak _Appsvio_ for the quick response!

Just to clarify for Closed requests, is that for any value in the Resolution field other than 'Unresolved'? 

Also, isn't 'Unresolved' automatically an assigned value for Resolution when the request is created? Perhaps this is something I need to set in my workflow?

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