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Notification for particular customer

Eugene February 17, 2020

I'm a newbie to JSD.

I created a new project and workflow with approvals.

I have some agents and some customers.

I’d like to send all notifications for all steps (issue created, moved, closed, commented, assigned, etc.) for 1 customer (Manager of other customers).

I can’t create ‘Customer Notification’ only for this particular Manager. There are 2 possible cases: ‘Reporter’ and ‘Customers involved’.

I created Notification Scheme and added this 'Single User' to all events, but He doesn’t receive notifications except for “Request created”.

I don’t know how I can send all notifications to the Manager.

We use Server version of JSD.

Would you help me? I would appreciate any help.

Thanks and Regards, Eugene.

2 answers

0 votes
Jack Brickey
Community Champion
February 17, 2020

Customer notifications are configured under project settings > customer notifications not under project settings > notifications which applies to licensed users of the application. You can’t setup a specific notification on a customer by customer basis.

one thing you can look at is using the built in automation to send notifications to a specific customer but this has its limits and must be done with care, tight conditions.

Eugene February 17, 2020

@Jack Brickey Thanks for the response.

Could you clarify about notifications to a specific customer ?

I can choose only ‘Reporter’ and ‘Customers involved’.

Thanks.

0 votes
Thomas Deiler
Community Champion
February 17, 2020

Dear @Eugene ,

"Notification Schemes" respect only JIRA Core/Software and SD Agents, but not customers (that do not consume a license). 

Is the "particular Manager" a customer? If yes, you need to configure "Custom Notifications". Refer to this link for details.

So long

Thomas

Eugene February 17, 2020

@Thomas Deiler thanks for the response

Yes, the Manager is a customer.

When I try to configure "Customer notification"  I see this:

2020-02-17_16-50-54.png

But the Manager is not a reporter and I wouldn't like to send a notification to all "Customer involved", only to a particular Manager.  

Thomas Deiler
Community Champion
February 17, 2020

Dear @Eugene ,

what you plan to do is, to involve a manger for a "signing process". I configured this on an on-premise Jira. Need to have a closer look how this will work on cloud ...

Hold-on

Thomas

Thomas Deiler
Community Champion
February 17, 2020

Dear @Eugene ,

we implement this with Insight Asset Management. Taking users as assets which have supervisors, that get automatically assigned to an approval step.

Sorry, but this will not be available on cloud.

So long

Thomas

Eugene February 17, 2020

@Thomas Deiler I forgot to mention that we use JSD Server version.

Could you clarify how I can send notification to 'Manager' for each step of workflow?

Thanks.

Thomas Deiler
Community Champion
February 18, 2020

Dear @Eugene ,

We implemented this in a more flexible way (different manager per employee) with Insight.

The general problem is, that customers are logically separated from licensed users in SD. If you manager would be a licensed user, it would be much easier to implement.

So long

Thomas

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