Wondering how to set up automation so when a customer request comes through email, it will be categorized properly into a request type automatically.
For example, if a client's email subject contains "create a profile", how do I have it categorized as issue type "New User Profile" request type?
Jira Service Desk has automations that you can leverage for those purposes.
In this case, you'd want to perform the following:
Navigate to "Project Settings">"Automation">"Add Rule">"Triage Requests Sent by Email".
You should be able to configure the rules Like the following:
Thanks Kian! I just tried this but there doesn't appear to be a way to automate the "issue type". Do you know of a way to automate the issue type?
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I'm sorry, I thought you wanted it automated to a specific request type. If you want to define the issue type when an email comes in, you would need some other sort of functionality.
Can you clarify, are you asking for an issue type change, or a request type change?
Thanks,
Kian
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Hi Kian,
My apologies - upon further investigation, your response was exactly what I needed.
Thanks again
Lindsay
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Hello,
You would need a plugin for it.
Have a look at the Email This Issue Plugin or Enterprise Mail Handler
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