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Notify customer of custom field change

Cameron Salhany November 10, 2020

Hi Community, 

The goal is to notify the customer of a tracking number. 



Steps I've taken

-Created a screen for the workflow transition

-Added a custom field to that screen called (Fedex tracking #) 

 

I tested this out, and it seems that the customer is only notified (through email) of the transition and not the custom field change. 

Does anyone have recommendations on how to implement this notification? 

 

2020-11-10 09_47_10-Shipped - Garland Service Desk.png

2020-11-10 09_51_01-RD-25 Wet Sample - csalhany@garlandind.com - Garland Industries Mail.png

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Boris Berenberg - Atlas Authority
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November 11, 2020

The customer will only be shown the number if it gets added during the transition. If you want to force the inclusion of this field, then you can use an app like Notification for Jira (which we make). Set up a Template that includes the Comment and Fedex Tracking # fields. Then configure our Post Function on this Transition to send an email using this new Template.

Cameron Salhany November 12, 2020

Thank you Boris. I ended up using automation for jira to post a comment with the smart value of Fedex tracking #. 

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