Viewing Data in Issues and Customer Portal

Access collected information directly in several spaces.

The users can easily view the information gathered right in the issue view. Depending on the project type (software or service one), you have the access to a variety of objects and their attributes.

Additionally, for Customers and Organizations objects you can choose to display the information on the Portal.

How to view specific attributes in the Issue View or Customer Portal?

While designing a form for objects, and customizing them by fields addition, you can click on the field in order to expand it and specify it to your needs. Once expanded, you can choose whether the information, along with the field, will be visible on the Issue View or Portal. If any of the buttons is grey, that indicates thus particular view is turned off.

Where to find the data in the issue?

If you don't see the Perspective element, please contact your Administrator to grant you the Perspective Browse Permission.

1. To access the information, go into an issue of your choice.

2. On the right side, among other panels, you will find section Perspective. Click on it in order to expand it.

3. Right at the top of the section, you will find a dropdown menu allowing you to select from objects available in the current project.

   1. For business and software projects, you can choose between Projects, Components and Releases attributes.

   2. For service projects, you can additionally access Customers and Organizations data.

1. While viewing customers information, you can also see how many open and closed tickets have been raised by this particular person.

   1. In order to quickly view these issues, click on the Open or Closed buttons. They will directly take you to the overview of the issues with the same reporter.

1. Each data field is editable right in the panel, so you can easily fill-in the missing information.