Forums

Articles
Create
cancel
Showing results for 
Search instead for 
Did you mean: 

Auto apply tag to customer when issue is created by sending to particular email portal address?

Jimmy Pappadeas
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
April 2, 2025

Is there a way in JSM to automatically apply a "tag" or default custom field value for a customer for issues/tickets that are created from particular channels?

(Particularly if an individual sends an email to a specific email address that is connected as a portal channel.)

 

For example:

Our JSM setup has 2 separate email addresses connected to the portal where if someone sends an email to either, it will create an email/ticket ("Emailed request" = default Request Type)

Email 1 = support@company.com (general support for everyone)

Email 2 = support-customer@company.com (dedicated support for priority customer)

 

In our setup we want to keep track of which customers are general customers and priority customers with a single select drop-down custom field "Customer Type" (Options = General, CustomerName)

It would be ideal if the CustomerName value could be applied automatically to this field if the issue/ticket was created by a message sent to the Email 2 (support-customer@company.com) so at least some of the tickets don't need to be manually changed to this.

 

Is there a way to accomplish this so we don't have to manually change the value for every ticket?

Any other ideas about how to make it easier to categorize issues/issues between two (or more customer types) for monitoring and reporting would be also be appreciated.

 

We'd prefer not to have separate JSM projects where agents are split - issues and support will be similar for both customer types, but we want to be able to prioritize and highlight the priority customer where possible. 

1 answer

0 votes
Kim Euker
Community Champion
April 2, 2025

You can still send to the one address.

I use Assets to track information about my customers (such as VIP status)

When an email would come in to that address, you would do the following:

  • Set a new custom Asset field with the value from the reporter/email
    This is done in terms of an AQL query to find what you are looking for (ie: Asset Attribute = value)  so for example:    "Email = {{issue.incomingEmail}}"
  • Now that you have that, you can use a condition against the value in the VIP field in the assset record.   {{issue.myCustomAssetField.VIP}} = true 
  • If set, then you can use the "Edit Request Type" to change the request type that came in.

Suggest an answer

Log in or Sign up to answer
DEPLOYMENT TYPE
CLOUD
PRODUCT PLAN
STANDARD
PERMISSIONS LEVEL
Product Admin
TAGS
AUG Leaders

Atlassian Community Events