Better Search in Customer Portal plugin adds a Search Field into to Customer Portal in the desired project and for the desired request forms. The Issue Info Sheet (Issues table below the search field) will be populated with the found issues immediately after typing the search term.
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To add a new Field Configuration, click + Add Field button and fill the setup fields:
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By selecting the fields from the dropdown, it is possible to choose the fields which will be displayed in the Issue Info Sheet search results on the Customer Portal. Several fields can be selected (plus all the custom fields):
Summary
Status
Description
Priority
Reporter
Created
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By selecting or deselecting the Active Checkbox, the search field will be shown (checked) or hidden (unchecked) on the Customer Portal.
Upon clicking the Save Button, Field will be added to the list:
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With this feature, it is possible to populate any Select List field options with any text field from customer portal. To enable this feature, click “+Add field” button:
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After clicking the button you will see the following fields:
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Text Field (dropdown)
Select the Text field, which should be copied to the Select List field as an option. The dropdown will show “short text” and “paragraph” text fields
Select List (dropdown)
Choose the Select list field where options should be added. The dropdown will show all the Select List fields on the instance
Select added option (Yes/No)
Choose yes if you want to automatically select the added option on the customer portal
Action (dropdown, multi-select)
Choose action(s) when the options should be added to the Select Field. There are 3 options to be selected:
Create - the defined select list will be populated from the configured field when the issue/request is created
Update - the defined select list will be populated from the configured field when the issue/request is updated
Resolve - the defined select list will be populated from the configured field when the issue/request is resolved
It is possible to select all three options
Projects (dropdown, multi-select)
Select Project(s) where the process should be executed in.
Leave it empty if you want the process to work in every project
Issue Types (dropdown, multi-select)
Select the Issue Type(s) where the process should be executed in
Leave the field empty if you want the process to work in every Issue type.
Request Types (dropdown, multi-select)
Select Issue Request Type(s) where the process should be executed in
Leave the field empty if you want the process to work in every.
After clicking Save button, a new item will be added to te grid:
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