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Simplify the client's portal questions

Marco Antonio December 28, 2021

Hi Everyone,

I'D like to know, How May I simplify the Questions that we do for our clients in the Client's Portal? In this case, how can  we ask a simple question, what about the customer's answer in this simple question, open new questions from behind and so on?

Could You, please, help me with this doubt?

 

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Simon H
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January 12, 2022

@Marco Antonio the ProForma app should help with this. You can building conditional logic to show or hide fields based on what someone enters.

There is a free version and a paid version

1 vote
Joseph Chung Yin
Community Champion
December 28, 2021

@Marco Antonio -

In the customer portal, you have the full functionality to design your Request type form where your customers will use (i.e. adding/removing fields to the form for data collection).  Once the request form is filled and submitted, it will automatically creates issues in your JSM project.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

Marco Antonio December 29, 2021

Hello Joseph @Joseph Chung Yin !

Thanks the quick feedback.

However, what I have in mind is something like the screenshots shown below:

Scroll questions.png

Enviarsolicitacao.png

Enviar solicitação_2.png

So, explaining better. The first image we have only one simple question of "How can we help you?". The answer that our client gives will define what the new questioning options will be, as can be seen in the other images.

Is It possible to make the same experience for our client? 

Have I been able to make myself clearer?

Joseph Chung Yin
Community Champion
December 29, 2021

@Marco Antonio -

In the Jira DC (on-prems) env via ScriptRunner for Jira paid add-on, one can use the Behavior component to hide/display fields based on the value selected in another field.  However, the vendor is still working with Atlassian on making this component available for Jira Cloud env.

As far as I know right now, you will need to create multiple request type forms to handle what you wanted.  Example - prefix each request type name with your choice option, then add the needed fields to the request form.

Unless there are other add-ons available where you can do what you want dynamically.

Best, Joseph 

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