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How to Apply Grid Custom Field to Customer Portal Screen

How to Apply Grid Custom Field to Customer Portal Screen

Add Grid Custom Field to Request Type Screen

The process for adding a custom field differs between Company-managed spaces and Team-managed spaces. Follow the steps below to add a Grid Custom Field to the appropriate space.

For Company-managed Space

Open Fields page in your Jira admin settings Click 3-dot button of the Grid Custom Field and select Add field to screen
Click the 3-dot button of your Space and select Space settings option
Click the Actions button of the request type you want to add grid custom field and select Edit option  
You can now search for your grid custom field in the Fields list Click to select the Grid Custom Field, drag and drop to the position you want to put it in the Request form screen

For Team-managed Space

Click the 3-dot button of your Space and open Space settings
Select Fields tab Search for your Grid Custom Field by entering its name, select its checkbox Click Add field to add the Grid Custom Field to your space.
Click the Request types tab to expand all request types in your space Select the request type where you want to add the Grid Custom Field You will now see the Grid Custom Field in the Fields list on the right-hand side
Click to select the Grid Custom Field, move to drag and drop it to your desired position in this Request type screen

Use Grid Custom Field in Create Request Screen on Customer Portal

  1. Open the Customer Portal

  2. Select a Request Type

  3. The Grid Custom Field will appear on the Create Request screen and allows you to add grid data in the same way as a Grid

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View Grid Custom Field in View Request Screen on Customer Portal

You can view the Grid Custom Field in a Request on the Customer Portal as a native Jira custom field.

You cannot edit Grid Custom Field data when viewing a Request on the Customer Portal

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