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Adding/Removing fields from Customer Portal

Last post 05-09-2008, 2:31 PM by nwang. 2 replies.
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  •  02-25-2008, 12:51 PM 15143

    Adding/Removing fields from Customer Portal
    My company has just begun creating the Customer Portal. In order to make it less confusing for our customers, we are only allowing them to view and edit Incidents. Defects and Features has been completely turned off. What I was wondering was if there was a way to completely remove such fields as "Status" and "Severity" from being viewed by the customers. We only want to make relevant fields available for them to see and be able to edit. So far I have not been able to find a way to removing these fields from Incidents on the Customer Portal. I am using OnTime 2008. Thank you for your help.
  •  02-25-2008, 2:27 PM 15145 in reply to 15143

    Re: Adding/Removing fields from Customer Portal

    Hello,

    You can customize the fields your customers see by using Field Templates. You can create field templates that display only the fields you want (Tools -> Manage -> Field Templates), then assign those to the projects that your customers will use in customer portal.

    Jonas


    Axosoft Development Team
    Blog
  •  05-09-2008, 2:31 PM 15747 in reply to 15145

    Re: Adding/Removing fields from Customer Portal

    does that completely remove the field or just hide it in customer portal?

    Jonas:

    Hello,

    You can customize the fields your customers see by using Field Templates. You can create field templates that display only the fields you want (Tools -> Manage -> Field Templates), then assign those to the projects that your customers will use in customer portal.

    Jonas

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