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Overview

Configure which fields are shown within Slack when creating a ticket for a defined project and ticket type. This configuration allows you to streamline ticket creation within Slack to only the necessary fields.

What to know:

  • You need to have permission to from the admin portal in order to configure which fields are shown on issue createwe show when creating the issue.

  • You can choose to hide Jira fields when creating issues within Slack.

  • This is done per project and request type.

  • If you do not create a field configuration is not created for a specific project and request type, we show all available fields will be shown in Slack.

How to Configure

  1. Login to account.nextup.ai.

  2. Select HelpDesk+ -> Field Configuration.

  3. Click Add Configuration.

  4. Select the Project and Issue Type you would like to configure.

  5. A We show a list of available fields will be shown. The fields in the Visible Fields column will be shown within Slack. You When creating an issue, you can drag fields to the Hidden Fields column to remove them from the slack when creating an issueSlack. Fields with the 🔒 icon are required and, therefore, cannot be dragged to the Hidden Fields column.

  6. Once you have configured your fields configured , click Save.