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Customer satisfaction mail only sends when incident is canceled

Adrian Esteban Ghio May 4, 2018

I already tried all what you say in the forum and I can´t find the solution.... the customer satisfaction survey isn´t sent to the customer when the issu is resolved and closed.

but it does when the issue is canceled. What else can I do?

 

Here, you can see the Workflow

Captura.PNG

5 answers

2 votes
Daniel Eads {unmonitored account}
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May 4, 2018

Hi Adrian,

In most cases Jira looks at the Resolution field on an issue to see if an issue is resolved, rather than the particular resolved statuses (in your workflow these are canceled, resolved, closed).

If the Resolution field on the issue is not being set when the issue transitions to the Resolved status, things might get tripped up. You can use JQL to search for issues that don't have the Resolution field set but are in the resolved statuses you seem to be having issues with:

Resolution is EMPTY and Status in (resolved, closed)

You'll also want to check that the workflow transitions to Resolved include an Issue Resolved event (step 5 in screenshot) in their postfunctions.

image.png

Cheers,
Daniel

Adrian Esteban Ghio May 4, 2018

Thanks Daniel, for your help, but still I can´t solve this problem....

 

Resolution isn´t empty. his value at this point is RESOLVED or CLOSED.

In the workflow transition, already exists the step "Fire Issue Resolved"

 

Still doesn´t work....

any other idea????

Daniel Eads {unmonitored account}
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May 4, 2018

Resolved or Closed are the statuses in your workflow. Resolution is a custom field that usually has values like "Completed" or "Fixed" or "Won't Do". Try the JQL above and if you get results from the search, then the Resolution isn't being set.

Meg Holbrook
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May 4, 2018

Want to echo @Daniel Eads {unmonitored account}' advice to use the JQL query. You're probably going to find a big list of issues with that field missing.

Status vs. Resolution can be a tough concept when you're new to JIRA, I had to perform an enormous batch update after a few months before realizing this was a problem in my instance. 

If you always want your resolved and done resolutions to set the resolution field, consider making it a post event to the done and resolved transitions. 

Adrian Esteban Ghio May 4, 2018

Daniel, I understand what you are saying....

And I can say that Resolution IT IS SET. as you can see in capture 2 and 3.... for example.... I didn´t received the customer satisfaction of any of them (take a look to the capture 4 and 5)

 

As I said, the STATUS (workflow) could be RESOLVED, CLOSED or CANCELED

and the Resolution could be: DONE, RESOLVED, WON´T DO, REJECTED, and any other.... (Resolution is never EMPTY if STATUS are RESOLVED, CLOSED or CANCELED)

 

Captura2.PNGCaptura3.PNGCaptura4.PNGCaptura5.PNG

Adrian Esteban Ghio May 4, 2018

@Meg Holbrook, thanks for your help.... As I said, I understand the difference between "status" and "resolution".... As you can see in this picture, There are only one issue, wich we used to testing....

In fact, The workflow has the post function: "update issue field resolution to: Resolved"Captura6.PNG

1 vote
Andy Heinzer
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May 11, 2018

Just wanted to circle back to this thread.  In the support case it was found the cause of this problem was that the Resolution field was being set twice; once via workflow's postfunction and again via the transition screen having the user set the resolution field value. 

The solution in this case was to removed the post function from the workflow that set the resolution.  This solution was chosen because the transition screen allows the user to select different resolution values, whereas the post-function was setting a standard resolution value instead.

Meg Holbrook
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May 11, 2018

Thanks for following up, Andrew!

1 vote
Andy Heinzer
Atlassian Team
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May 9, 2018

Hi @Adrian Esteban Ghio

I created a support request on your behalf for this Jira Cloud site.  Please see https://getsupport.atlassian.com/servicedesk/customer/portal/23/JST-389057

One of our support team members should be able to assist you in this matter.

Regards,

Andy

0 votes
Adrian Esteban Ghio May 8, 2018

So Guys!..... any help? I still can´t solve this problem....

Meg Holbrook
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May 9, 2018

Hey Adrian, 

I am trying to have this escalated to Atlassian for review. 

Adrian Esteban Ghio May 9, 2018

Hi @Meg Holbrook.... thanks a lot for your help...

please, don´t hesitate to ask anything else you need!

 

Regards

0 votes
Meg Holbrook
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May 4, 2018

Thanks for the screenshots Adrian, those really help. Hope you can understand that this is a common question that comes up, and most don't understand the correlation between status and resolution. 

Can you also provide a look at your notification settings? 

Meg Holbrook
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May 4, 2018

Another idea here as well, are you the customer AND the tech on this item? Wondering if this is just a testing scenario having a problem or live issues. 

There used to be an issue where if you were the assignee and the customer, you couldn't get a survey because you could effectively rate yourself up. 

Haven't used the satisfaction survey through JIRA for some time though, so not sure. 

Adrian Esteban Ghio May 4, 2018

again, @Meg Holbrook and @Daniel Eads {unmonitored account}, thanks for your help....

here you can see the notification settings for this project (called BOCC) in a notification scheme called BOCC too

(hope it helps, and let me know if you need anything else....)

Captura7.PNGCaptura8.PNGCaptura9.PNG

Adrian Esteban Ghio May 4, 2018

I´m the customer and the tech, but it is just for testing. In fact, in this case, If I open an issue (as customer), and I cancel this issue (as tech), I receive in may mail the customer satisfaction survey....

 

But, we did some other tests with any other users and the same thing happens.... the customer does receive the mail with the STATUS set to CLOSED and Resolution set to "DONE", but there are no "stars to click" to tell us how did he finds our help

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