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Group request types in the portal in team-managed projects

Groups are a great way to organize your request types into different categories. In the customer portal, your request types are shown vertically based on their groups.

You must be an admin to group request types.

To group request types:

  1. From your service project, go to Service project settings () > Channels > Customer portal.

  2. Click Customize your portal.

  3. In your portal, select Request type groups.

  4. Optionally, + Add group to create a new group.

  5. Select a group.

  6. Select + Add request type and choose a request type to add it to the group, or drag and drop request types to the left to remove it.

 

This page is for team-managed projects

If the lower-left of your service project sidebar doesn’t say you're in a team-managed project, check out these company-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Apr 6, 2021
Cached at 7:44 AM on Aug 2, 2021 |

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