Insert excerpt | ||||||||
---|---|---|---|---|---|---|---|---|
|
Tip |
---|
Since version 2.5.35-AC Smart Checklist for Cloud Jira supports visibility of Smart Checklist on the Customer Portal in view mode only 🙌🏻 |
How to Enable/Disable the feature in Global Settings
The feature is disabled and the Smart Checklist is not visible on the Customer Portal
Status | ||
---|---|---|
|
To enable the feature in Global Settings - please follow the next steps:
Navigate to the Apps through Settings ⚙️ → Manage your apps → Smart Checklist Settings.
Navigate to the “Global Settings” tab.
Turn on the “Show on customer portal” toggle:
To disable the feature in Global Settings - please follow the next steps:
Navigate to the Apps through Settings ⚙️ → Manage your apps → Smart Checklist Settings.
Navigate to the “Global Settings” tab.
Turn off the “Show on customer portal” toggle:
How to Enable/Disable the feature in Project Settings
Note |
---|
Project Settings overrides the Global Settings. Once Project Settings manually changed it will keep it states regardless of enabling/disabling in the Global Settings |
To enable the feature in Project Settings - please follow the next steps:
Navigate to the Service Project you are working on → Project settings → Smart Checklist
Navigate to the “Project Settings” tab.
Turn on the “Show on customer portal” toggle:
To disable the feature in Project Settings - please follow the next steps:
Navigate to the Service Project you are working on → Project settings → Smart Checklist Pro/Free
Navigate to the “Project Settings” tab.
Turn off the “Show on customer portal” toggle:
How the feature works
Once you enable the feature - after adding Smart Checklist content to the service management tickets - customers will be able to see the Smart Checklist in the view-only mode:
✅ Customer is able to:
view checklist
expand/collapse details
hide completed items/show all items
❌ Customer is not able to:
edit content of the checklist
change statuses
add/delete items
Empty Smart Checklist on the Customer Portal
Till version v2.5.35-AC Smart Checklist for Jira Cloud: if Smart Checklist is enabled for the Customer Portal but a checklist is not added yet to the service management ticket you will see the message "Checklist is empty" like this:
Since version v2.5.37-AC Smart Checklist for Jira Cloud: Smart Checklist will no longer be shown on the customer portal for end users if it’s empty.
Agent portal view:
Customer portal view:
Panel | ||
---|---|---|
| ||
☝🏼 NOTE: Custom permissions are not supported for the Smart Checklist on the customer portal. Users will see the error message if Custom Permissions are enabled on your instance. |
Hope everything works for you!
Insert excerpt | ||||||||
---|---|---|---|---|---|---|---|---|
|