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Type:
Bug
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Resolution: Fixed
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Priority:
High
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Component/s: Forms
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None
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Severity 2 - Major
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Warranty
Issue Summary
When a customer selects an Entitlement in the portal request form, and the form contains any text field, the Entitlement field doesn't get prepopulated
Steps to Reproduce
- In a Customer Service Management project, configure Products and Entitlements.
- Assign at least one active Entitlement to a test customer and/or their organization.
- Create a new form, add a Text and Entitlement field
- Log in as that customer and go to the portal.
- Create a new request using the configured request type.
- In the form, open the Entitlement dropdown
Expected Results
The Entitlement gets pre-populated with available options
Actual Results
The Entitlement drop down is empty
Workaround
Use a separate custom field instead of the Entitlement field on the portal form, for example:
- Add a custom single-select field (e.g., “Support plan”) to the request form.
- Use automation or manual agent actions to set the Entitlement field on the issue based on the value selected in this custom field and/or the customer’s organization.
Remove text field