Trying to find documentation has been tough. But we have been experiencing issues revolved around this configuration menu. What are the differences? Why is it when you set a field in issue view and save, the field gets removed from request form?
In my opinion, request form should only have to deal with creating the issue and issue view should only have deal with the issue once it is created. So why should configuring in one, effect the other?
Hi @Alex Thousand and welcome to the community!
The changes to the view configuration were fairly recent so documentation is still a bit light. However, the way it works is that if you're asking the customer to fill something out on the request form, it is automatically grouped with other request form fields at the top left of the issue detail. So, when you manipulate the same field on the issue view screen, it will remove it from the portal screen.
Agree that it would be nice to have the option of placing the field where the team feels its most optimal for their use, but unfortunately, it's not designed to work this way (at least not yet).
Without knowing that what you configure within the request forms will appear with in the issue view. It's confusing. Because looking at it initially, at least I thought this way, you would look at those menus and think "Alright, this is where I configure how I want the request form to look like and issue type is where I configure what the issue looks like after the issue had been created". Two separate configuration menus. But nope, it's more like "request forms is where you configure what the creating the request looks like and issue view is where you configure what the request looks like after creation. BUT don't forget. What is configured within request forms will also be configured within issue view". Where you have connected configuration menus without clear indication that they are connected until you try adding a field to one and it gets removed from the other.
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Hi @Alex Thousand,
Welcome to Atlassian Community!
The request form is what the customer sees in the portal, and the issue view is what the agent sees when accessing the request in the queue. The request form can rename the fields to make it more clearer to the customer what information you are looking for. Example, you can change summary to say "Summarize the request", and add a help text.
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