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How to limit user picker field to customers in organization

Steven Bachiu April 24, 2018

The largest group of portal customers I have also need to be selectable for issues that are created. Rather than manually manage a second list where their names are stored, I would like to be able to use a user picker field that will not show users, or customers classified in another organization. When I filter to only select from service desk customers, I am unable to find any users at all. Help, please!

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Jobin Kuruvilla [Adaptavist]
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April 25, 2018

You can edit the User Picker custom field and add a user filter that allows only the "service desk customer" project role. Haven't tried it myself but worth a shot.

Steven Bachiu April 26, 2018

I saw that too. But, when I tried that filter, I was unable to select anyone

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