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The Request Types module lets users create JSM requests on your Refined site. The module only shows Request Types that the user is allowed to see according to their Atlassian permissions.
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To help users keep track of their requests, add a My Requests module on the same page.
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Request type links on Confluence pages
Combine the power of Jira Service Management (JSM) and Confluence on your sites, by a dding 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 Refined for Jira Service Management Cloud. |
Open the Page Builder on the page you want to edit. This can be:
The site’s homepage.
A Refined Page.
The landing page of a Jira project, Jira Service Management project, or Confluence Space.
Go to a landing page on your site.
Click 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
Click the module to open its settings menu, which appears on its right-hand side.
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. To set a fixed height instead, fill in the desired height in pixels. |
Request Types tab
Setting | Description |
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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 groups and request types |
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Item layout | Choose how the user sees the 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
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/13/group/48, the project ID is 32.
Click a request type. The portal group ID and request type ID are in the URL. For example, when a URL ends with customer/portal/13/group/48/create/94, the portal group ID is 48 and the request type ID is 94.
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