Gather data from customer
Prepare data form for customers
Sometimes kindly asking customers to provide data can be not enough. You can enable the option to force Portal visitors to provide data.
To do that, go to Forms page. In the Display fill data info dialog for customer field, you can choose one of the below options.
Until available fields have values | Ask for data dialog will be displayed to all customers until they provide values to all fields. This option is selected by default. |
Once until the form is changed | Ask for data dialog will be displayed once for each form modification. |
Never | Ask for data dialog will not be displayed in any situation. With this option, customers can provide data in the profile only. |
If the JQL is met on the Request View | Ask for data dialog will be displayed if the JQL (e.g. Status = open) is met on Request view |
On the window, customers will see all fields available on the Customer Portal. Below you can see how the Ask for data windows could look like.
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