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Request Types module
The Request Types module lets users create JSM requests on your Refined site. It lists all Request Types that a user is allowed to see in a JSM project. Please note that anonymous users have to create an account to file a ticket.
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.
Add this module to a page
This module is only available if you have installed Refined for Jira Cloud.
All Refined Pages, Confluence spaces, Jira Software projects and JSM projects that you add in the Site Builder get their own landing page on your Refined site. Modules are the building blocks of these pages.
Go to the Page Builder.
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.
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.
Edit the settings
Select the module to see its menu, which appears on its right-hand side.
Click the Cogwheel.
Module tab
Setting | Description |
|---|---|
Fixed height | By default, all modules adjust their size to their content. If you want a fixed height instead, fill in the desired height in pixels. |
Request Types tab
Setting | Description |
|---|---|
Title | Turn the module’s title on or off. |
Title text | Enter the module’s title. You can make this title dynamic by using text variables such as $userfirstname. |
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 (when the user hovers over the request type). |
JSM Portal ID | If you placed this module on a JSM portal page, enter the text variable $servicedeskid to show request types from that JSM portal. To show request types from another JSM portal, specify its JSM Portal ID. You can only use JSM portal that are added to your site in the Site Builder. |
Portal Group ID | Leave this field empty to show all Portal Groups in this particular JSM portal. To show only content from one or more specific groups, add their Portal Group IDs. Separate multiple IDs with commas. |
Find IDs
To find a JSM portal ID:
Go to your JSM project.
In the left-hand menu, click Channels > Help Center.
The ID is the last number of the URL. For example, when the URL ends with customer/portal/32, the ID is 32.
If you are not sure in which Portal Group your Request Type is 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 portal.
In the left-hand menu, click Channels > Help Center.
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.