Hello community, after few hours I finally gave up and need some help with this issue.
My problem is when I'm using my call center to raise ticket on behalf of clients. When clients create ticket themselves via email they get short email with thank you note and get notified about external comments, which is fine.
On the other hand, when service desk worker creates an issue via JIRA and selects client as a reporter, the client gets email notifications with all the details of raised ticket, ie who created issue, issue type, priority, and also they get email notifications about internal comments.
What is wrong with my permissions? How should I register issues raised via call center so customers are notified same way as via email?
Thanks!
We fought this issue a few years ago, even going the route of considering using "Raise a Request" and then go back into the application to maintain the ticket (which as noted, is a pain).
The TL;DR is that we created a user picker field, put it on the ticket creation screen, and when it gets filled out we override the Reporter field with a script. This allows our agents to live in the JIRA application view, rather than having to go back and forth with the customer portal.
Here's how to do it using JIRA ScriptRunner.
<font color="red"><b>Required. If this is not filled out, YOU will be set as the reporter, not the customer you want.</b></font>
import com.atlassian.jira.issue.Issue
import com.atlassian.jira.issue.IssueManager
import com.atlassian.jira.issue.MutableIssue
import com.atlassian.jira.issue.ModifiedValue
import com.atlassian.jira.issue.util.DefaultIssueChangeHolder
import com.atlassian.jira.component.ComponentAccessor
/********************************************************
Beginning of POC --> Reporter override
********************************************************/
/* Look up the customer user-picker field "POC". Set them to be the reporter. */
def customFieldManager = ComponentAccessor.getCustomFieldManager()
def cfPOC = customFieldManager.getCustomFieldObjects(issue).find {it.name == "POC"}
def POC = issue.getCustomFieldValue(cfPOC)
log.debug("issue: " + issue)
log.debug("POC: " + POC)
/* Override the Reporter */
if(POC) {
/*
If the POC is not empty, set issue.Reporter to be the POC. This way the Service Desk agent can effectively override the Reporter field
on ticket creation. Note that the Reporter field is not presented on the ticket creation form in this workflow.
*/
log.debug "POC Found"
issue.setReporter(POC)
}
else{
/*
When an issue is created in the customer portal, the POC check will fail, but that's ok because the end goal is to populate the reporter anyway.
The customer portal will place the actual customer in the Reporter field by default.
*/
}
log.debug("reporter: " + issue.getReporter())
log.debug "Done looking for POC"
Are your agents using the “raise a request” in the sidebar which directs them to the portal view where they select the reporter by editing the “raise the request on behalf of”? If not and they are simply using the application to open the ticket please try the alternate.
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Thank you for your response, you are right: they are using application to open tickets, however if they do it via "raise a request" they can't assign tickets, set priority and so on, which is not available on client portal.
If I understand correctly, I can add those fields to be available on "raise a request", but in the same time they will be visible to clients on portal?
I'm having a hard time trying to solve this.
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Correct. You can either add the fields to the portal and customers would see as well or have the agents update the tickets within the app once created.
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Ok, I had to take some time to think about it and test it, it works fine when using "Raise a request" button.
This is a game-changer for me, should I assume that Jira is not really compatible with callcenters? Forcing technicians to use client portal to raise requests just to not to break notifications seems riddiculous, there's got to be another way :(
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i haven't played w/ this in awhile TBH as I don't have the need but try this....
if the agent creates w/in the application they should immediately change the reporter/creator from themselves to the customer. they use the Notification Helper to see what the results are.
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