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Customer Service Management - use organization-detail-field-values in a rule - how to

dahu November 19, 2024

Hello,

because Crumbs retires, i have a look at customer service management of JSM.

I used organization-field-values from crumbs in rules. it was easy because there were fields I was able access like Customer.Customer size etc.

Now I have the organization with an organization-detail-field in customer servie management like "Unternehmensgroesse".

How can I access the value of the field in a rule in an if-clause to make for e.g. a comparison like "if organization-detail-field.Unternehmensgroesse == Large ..."

Would be great if somebody could help, thank you very much!

2 answers

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Answer accepted
Bruna Silva
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
November 21, 2024

Hello @dahu,

Thank you for reaching out to Atlassian Community!

Currently, the Organization details can be accessed through JQL, so you can use them in the JQL condition in your automation rule. You can see more details about this case in the document below:

However, in some functionalities under the automation rule, it's not possible to use them. In these cases, we have a feature request asking for this ability:

Please, click on "Vote for this issue" and also watch to receive updates about the ticket.

If you have any other questions regarding this matter, please let us know.

dahu November 25, 2024

Hello @Bruna Silva ,

thank you for your response!

But the available JQL functions do not help me in this case. 

The issue, I think, would help when done.

But I need to replace CRUMBS till 31.12.24 an what if the ticket is not done in time?

I need a quick, different solution.

Is there any way to get or use the information in the organisation-detail-fields of "customer service management"?

Or can you recommend a different app like CRUMBS where I would be able to get or use organisation details in a rule?

I really would be happy for some help here, because time is running out, thank you very much!

Bruna Silva
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
November 26, 2024

Thanks for your reply, @dahu!

You can find our policy on how we prioritize feature and improvement requests on the following page:

Unfortunately, we from the Atlassian Support Team will not be able to provide you with a specific add-on for your use case. This is mainly because we do not have enough product knowledge for third-party add-ons as they are developed and supported by their respective owners. Therefore, we kindly suggest visiting our marketplace, where you can explore a variety of options that might meet your specific requirements:

If you have any other questions regarding this matter, please let us know.

dahu November 28, 2024

Hello @Bruna Silva ,

thank you for your answer, but that will not help me further.

If I understand it in the right way, the reason why Crumbs retires and no data-fields can be accessed is because Atlassian is shutting down External Assets platform.

So for me Atlassian is the reason for my troubles but does not give any help, I do not like this experience.

But to say this clear, it is not against you or your help for me, thank you for your help!!

Best Regards,

Daniel

0 votes
dahu November 25, 2024

this answer was deleted by me

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