Editing parameters (Customer Portal)

Checklist Field

Select the Checklist custom field that you want shown on your customer portal.

Choose a Checklist custom field that is applicable to the same context (projects and issue types) as the Customer Portal custom field.

Show on Create screen

When enabled, the checklist will be visible when users create requests on the customer portal.

You can disable this feature to hide the checklist on the Create screen. This is useful if your goal is to show checklist progress only on the View screen.

Show on View screen

When enabled, the checklist will be visible when users view requests on the customer portal.

You can disable this feature to hide the checklist on the View screen. This is useful if your goal is to show checklist progress only during creation.

Summaries' Source

Choose how the proxy’s banner and progress bar should calculate progression:

• All items: The summaries will show progress of all the checklist’s items, no matter if the items are optional or mandatory.

  

• Mandatory items: The summaries will show progress of only the checklist’s mandatory items.

  

Changing this parameter changes how the checklist progression is calculated. It also changes how the checklist determines what Custom Banner Labels to display.

Proxy Type

Choose the look and feel of the proxy on the Customer Portal:

• Checklist: Displays the entire checklist in read-only mode.

• Banner: Displays a banner that contains a label that indicates the status of the checklist.

  

• Progress bar: Displays a progress bar that shows the status of the checklist.

  

When creating requests, the proxy is always displayed as an editable checklist (but a permission scheme may prevent editing).

Once the request is created, the proxy appears on the Customer Portal, where it is read only and its look and feel is controlled by this parameter.

Checklist configuration

Only Show Unchecked

When enabled, hides checked items automatically.

You can disable this feature to always show all checklist items.

Banner configuration

Banner Appearance

Choose a color scheme for the banner:

• Subtle: Muted colors.

  

• Normal: Bold colors.

  

Banner Prefix

Choose a banner prefix that will appear on the left side of the banner:

• Checkbox icon: Displays a checkbox icon.

  

• None: No prefix.

  

• Custom field’s name: Displays the custom field name.

  

• Custom Prefix: Displays the text entered in the Prefix field that appears.

  

Banner Type

The type of banner that will be displayed:

• Progression: Displays the same progress summary that appears in the checklist header.

  

• Custom Labels: Enables the Banner labels section at the bottom of the page for creating custom checklist statuses.

  

Banner labels

Completed

Displays the entered custom status when the entire checklist is complete.

Incomplete

Displays the entered custom status when the checklist is partially complete.

All mandatory

Displays the entered custom status when all mandatory items in the checklist are complete.

Empty

Displays the entered custom status when the checklist contains no items.

Progress bar configuration

Label type

The type of label displayed on the progress bar.

• Default: Displays the checklist name and the completion percentage.

  

• None: Displays no label.

  

• Custom: Displays the specified custom label.