Prerequisites

Before installing and configuring Portal Edits, confirm the following:

  1. You use Jira Service Management Cloud.
  2. The target project is a company-managed project.
  3. You have project administration permission for the project if you will configure actions.
  4. The project has at least one request type.
  5. You have a test customer account or portal user for customer-side testing.
  6. The fields you want to expose are supported standard fields:

<aside>

Note: Jira’s own field configuration and workflow rules remain authoritative. A field may be available in Portal Edits but still fail to update if Jira does not permit that update for the request.

</aside>


Install and open the app

  1. Install Portal Edits for Jira Service Management from the Atlassian Marketplace or your organization’s approved app distribution process.
  2. Open the target Jira Service Management space.
  3. Open the space settings area.
  4. Under Apps, Select Portal Edits for Jira Service Management.
  5. Confirm that the app configuration page loads.

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Confirm app section visibility in the portal

  1. Open any request in the Customer Portal.