Request Types module
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.
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, add a My Requests module on the same page.
Due to Atlassian limitations, users always have to log in to see a portal on a Refined site (even on public sites). To keep track of this issue or vote and comment on it, click here.
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
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 Software project, Jira Service Management project, or Confluence Space.
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.
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 use text variables to make the text dynamic, for example to display the user’s first name.
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 |
|---|---|
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 |
|---|---|
JSM Portal ID | To include all projects added to your Refined site, leave this field empty. To show one or more specific projects, enter their JSM Portal IDs. Separate multiple IDs with commas. To show dynamic content, enter a text variable: Error rendering macro 'excerpt-include' : No link could be created for 'Text variables (Page Builder)'. |
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. |
Item layout | Choose how the user sees the Portal Group(s): Vertically, Horizontally or as Cards. |
Display option |
|
Item size | Choose between Small, Medium, Large, and Extra large. |
Display 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
To find a JSM portal ID, go to the project’s portal:
Go to your JSM project.
Click Channels > Portal (open) in the left-hand menu.
The ID is the last number of the portal’s URL. For example, when the URL ends with customer/portal/32, the ID is 32.
If you are not sure in which Portal Group the relevant request types are located, go to your Service Project > Project Settings > the Portal Groups tab.
Once you know which Portal Group’s ID you need:
Go to your JSM project.
Click Channels > Portal (open) in the left-hand menu.
Click on a Portal Group. The ID is the last number of the URL. For example, when a Portal Group’s URL ends with customer/portal/32/group/56, the ID is 56.