Introduction

Xporter is now available on JSD Customer Portal. If you want to export a template from JIRA Service Desk Customer Portal it will be allowed with Xporter Add-on.

The main goal of this page is to give you an idea of how to set up Xporter for JIRA Service Desk.

 

 

For further information on JIRA Service Desk, please check Atlassian documentation here.

Users can export on JSD Customer Portal using the Export menu, but first should be attention the following steps to configure the Xporter Add-on.

How to perform

1) Configuring Global Settings

On the Global Settings on the Xporter for JIRA administration section Add-ons page of the JIRA Administration, tick the On the setting Enable Xporter for JIRA Service Desk and then click on Save button to authorize Xporter on JIRA Service Desk portal. 

2) Adding template with JIRA Service Desk scope

The user must have, at least, one template with JIRA Service Desk scope associated in order to get a document in the moment of the export.

3) Permissions

Permission schemes allow administrators to define which Projects, Issue Types, User Roles, and Groups will be available to use Xporter, as well as manage the templates allowed to be used on each of those available Issue Types.

 

For further information please check our documentation here.

In order to perform the permission scheme for JIRA Service Desk, you should follow the next step.

On the Permission Schemes on the Xporter for JIRA administration section Add-ons page of the JIRA Administration, click on Permissions link and then you should see link Assign.

  • Click on Assign on the Roles and choose de radio button Service Desk Customers
  • Click on Assign on the Groups and Groups choose the radio button jira-servicedesk-users
     

If the user is Reporter and/or Participant he can have de access to the issue and he can export the template from Customer Portal.

4) Customer Portal

When the user access to the customer portal of a particular issue he will be able to export the document.

Future work

In order to maintain the consistency with Atlassian JIRA Service Desk recently updates, we will have the option to export documents from issues on Customer Portal which are shared for customers who belong to the same organization.

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