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Customer organization not displaying in queue

Laura Murphy_biqf7h

Hi All,

I'm having an problem with my issue queue where customers' issues in the queue are not displaying the organization they are assigned to.

Capture - organizations.PNG

I've tried everything I could find but I cannot find any solution that seems to address my issue.

Further info here, I added the customers through Customers>Add Organization and then added customers to each organization. I found that there was also an option to add Service Desk Customer in the settings (don't understand how that is different to the customers added in the above way either....) but no matter which way I add them (as a SD Customer or not) they still don't populate with their organizations.

Any help here would be really appreciated,

Thanks guys.

Accepted answers

Dirk Ronsmans

@Laura Murphy

The Organisations field on the issue is not automatically filled in (even if the user is in an organisation).

The field on the issue is actually what organisation(s) the issue is shared with.

So a customer can be added to an organisation but if an issue is submitted privately/not shared with that organisation the field on the issue will be empty.

Likewise, if you add the organisation on the issue it will be automatically shared with the rest of the organisation.

All comments

Marco Brundel

Hi @Laura Murphy ,

I think the Organization field in the issues is not filled and therefore it is not shown in the queue.

Have the issues been created before the organizations have been set up at Customers?

regards, Marco

Prince Nyeche - ELFAPP

Hi @Laura Murphy

Welcome to community! Did you check if the Organization field is actually added to the screen of the Project?

Laura Murphy_biqf7h

Hi @Marco Brundel

The organization was created first and then customers created and added to their organization. Once this was done, the issues were submitted.

Thanks,

Laura

Dirk Ronsmans

@Laura Murphy

The Organisations field on the issue is not automatically filled in (even if the user is in an organisation).

The field on the issue is actually what organisation(s) the issue is shared with.

So a customer can be added to an organisation but if an issue is submitted privately/not shared with that organisation the field on the issue will be empty.

Likewise, if you add the organisation on the issue it will be automatically shared with the rest of the organisation.

Laura Murphy_biqf7h

Hi @Dirk Ronsmans

Thanks for your response. In that case, how do i go about including customers organizations in the issue queue? (Can this be automatically collected when a customer submits an issue?)

Thanks,

Laura

Dirk Ronsmans

@Laura Murphy

Do you wish to automatically share the issue with the organisation or do you want to display the organisations the customer belongs to? (it could be multiple)

Laura Murphy_biqf7h

Hi @Prince Nyeche - ELFAPP

Thanks for your response. I had a mess around with the fields and screens and now there is an option in each form to Share with organization - this now seems to be able to capture the organization (only when selected though, I'll need to work out a way to set this to 'share with organization' by default if it's going to be useful).

To be honest, I'm not 100% exactly what fixed it, but something worked!

Thanks for all your help!

Laura Murphy_biqf7h

Hi @Dirk Ronsmans

I have (somehow) sorted out how to capture organization by the customer selecting "share with organization" in the form - I think this was introduced by changing the screen as suggested above.

I would like to be able to set the forms to automatically share the issue with the organisation (with the main goal of this being that each issue shows the submitter's organization in the queue) if possible., without the customer needing to select 'share with organization'.

Thanks for your help,

Laura

Nehuen Bovyn

Hi! I have the same problem but still I have no way to add the field to the requests. I created screen layouts and screens with which the Organizations field is related but it still tells me that the field is blocked by Jira. Does anyone know what it can be and how to solve it?

Captura desde 2023-11-14 08-35-43.png Captura desde 2023-11-14 08-36-54.png

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