Show a workflow transition in the portal

You can show transitions in the portal so customers can transition requests themselves.

You must be a project administrator to show a workflow transition in the portal.

To add a transition to the portal, you edit an existing transition in the workflow:

  1. From your service desk project, select Project settings () > Workflows.

  2. Click next to the workflow you want to show a transition for.

  3. Select Diagram to open the diagram view.

  4. Make sure Show transition labels is selected.

  5. Select a transition in the workflow.

  6. Select Show transition on the customer portal.

Customer transitions in the portal behave differently than other workflow transitions:

  • Screens don't display in the customer portal. You can set a resolution for issues that are transitioned in the portal.

  • Transitioning an issue from the portal ignores validators for the transition.

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