Who can use this feature?
- Organization Administrators and Users with App Admin rights to the Client Portal can adjust the Ticket Request Columns
- Available on Client Portal Applications
These settings allow you to customize what columns are shown to the client when they view their requests in the client portal. A client would view this at Client Portal> Services > Ticket Request. You have freedom to adjust the visible columns to the allowed system default attributes. Custom attributes are NOT available to be viewed in the grid view on this page, but may be made visible on the individual ticket view via the settings on the attribute.
To adjust these settings:
- Organization Administrators:
- Navigate and login to TDAdmin
- Select Applications
- Select the Client Portal you want to adjust
- App Admins:
- Navigate to the Client Portal and login
- Click on Your Name to open the user menu and select Admin
- Click on Service Catalog
- Select Ticket Request Columns
- Toggle the Check Boxes for all the attributes you want to view/hide
- Remember this only applies to the column view
- Save your configurations
Available Attributes for Column View:
- ID (REQUIRED)
- Title (REQUIRED)
- Acct/Dept
- Service
- Service Offering
- Status
- REviewer
- Reqkuestor
- Modified
- Application Name
- Responsibility
- Location
- Location Room
- Created Date
- Due Date
- Impact
- Priority
- Start Date
- Type
- Urgency