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In that case, after clicking the New Conversation button in the Chat Widget, the user is presented with a form like this:
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Only when the user fills in all non-optional fields and clicks Submit and continue, they can continue the conversation. The filled-out form is saved in the created issue's standard and custom fields.
To set up the Pre-Chat form:
1. Go to Project Settings > Chat Settings > Widget Functionality > Pre-Chat Form.
2.
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2. Associate created field to Edit Issue screen of [System] Service request issue type.
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Select from the available fields (Reporter, Component), or create new supported custom fields.
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Supported types of custom fields are: Short Text, Paragraph, Number, Checkboxes, Radio Buttons, Select List (single choice), and Select List (multiple choice). If you don’t know how to create a custom field, refer to Jira’s documentation. |
3. If you create new custom fields, make sure you’ve added them to the correct screens, or they won’t appear.
4. Find the newly created field in the list of available
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, and click ➕ icon to add it to your Pre-Chat form.
| Note |
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If you don’t know how to create a custom field, refer to Jira’s documentation. |
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5. Adjust the name of the custom field according to your liking, and click Save.
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In order for this form to work correctly, make sure:
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