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Request Types module
The Request Types module lets users create JSM requests on your Refined site. It lists all The module only shows Request Types that a the user is allowed to see in a JSM project. Please note that anonymous users have to create an account to file a ticketaccording to their Atlassian permissions.
If you connected a knowledge base to the project in native JSM, the module will suggest articles based on keywords when a user fills in the summary field.
To help users keep track of their requests, you can add a My Requests module on the same page.
Want to direct your users to native JSM instead?
We understand some customers want to lead their users to native JSM when clicking on a request type, rather than keeping them on the Refined site. In that case, we recommend using a Navigation module instead.
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Request type links on Confluence pages
Combine the power of Jira Service Management (JSM) and Confluence on your sites, by adding Request Type links to your Confluence pages. For example, this can simplify HR processes on your intranet: when reading the employee handbook, a user can quickly file a request on-page.
Add this module to a page
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This module is only available if you have installed Refined for Jira Service Management Cloud. |
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Go to a landing page on your
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site
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.Go to
the Page BuilderClick the Edit page button.
Hover your mouse over the desired location on the page and click the + Add module button that appears.
Click Requests in the left-hand menu.
Select the Request Types module.
Want to direct your users to native JSM instead?
Some customers prefer to lead their users to native JSM when clicking on a request type, rather than keeping them on the Refined site. In that case, we recommend adding a link to native JSM to another module, for example an Icon module or Card module.
Edit the title
Simply click the module’s title to start writing and formatting. You can (heading), to edit it. There are various formatting options, including paragraph/heading styles. Tip: use text variables to make the text dynamic, for example to display the user’s first name.
Edit the portal group names
The portal group names are set up in JSM. To edit them:
Go to your JSM project.
Click Project settings in the left-hand menu.
Click Portal settings in the left-hand menu and go to the Portal groups tab.
Edit the settings
Select Click the module to see open its settings menu, which appears on its right-hand side.Click the Cogwheel.
Edit the settings, which are divided over multiple tabs:
Module tab
Setting | Description |
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Background | Add an Image, Color, or Gradient as background – or turn off the background by selecting None. There are multiple ways to pick a color:
Use the vertical slider in the middle of the popup to control the color’s opacity. |
Fixed height | By default, all modules adjust their size to their content. If you want To set a fixed height instead, fill in the desired height in pixels. |
Request Types tab
Setting | Description |
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JSM Portal ID
Project | To include all projects added to your Refined site, leave this field empty. To show one or more specific projects, enter their JSM project IDs. Separate multiple IDs with commas. To show dynamic content, enter a text variable:
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Portal Group IDs
Leave this field empty to show all Portal Groups in this particular JSM project.
To show only content from one or more specific groups, add their Portal Group IDs. Separate multiple IDs with commas
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Portal groups and request types |
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Item layout | Choose how the user sees the |
Display option
As tabs
As dropdown
By group
portal groups: Vertically, Horizontally or as Cards. | |
Group style |
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Item size | Choose between Small, Medium, Large, and Extra large. |
Description | Choose whether the request type descriptions are always visible, or only as a tooltip (visible when the user hovers over the request type). |
Find IDs
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| title | Find a JSM portal ID |
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To find a JSM portal ID:
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Go to your JSM project.
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Click Channels > Portal in the left-hand menu.
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Go to (yourcompany).atlassian.net/servicedesk/customer/portals.
Click a portal. The project ID is in the URL. For example, when the URL ends with /servicedesk/customer/portal/
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13/group/48, the project ID is 32
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| title | Find a Portal Group ID |
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Go to your JSM project.
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Click Channels > Portal in the left-hand menu.
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Once you know which Portal Group’s ID you need:
Click
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a
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request type. The
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portal group ID and request type ID are in the URL. For example, when a
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URL ends with customer/portal/
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13/group/48/
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create/94, the portal group ID is 48 and the request type ID is 94.
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