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How to make auto-complete a field Organization name, if request type is email?

Andrey Chikishev December 26, 2018

Hi! How to make auto-complete a field Organization name, if request type is email?

photo_2018-12-25_13-03-18.jpg

2 answers

0 votes
Andrey Chikishev December 29, 2018

We have added required field Organisation name in the form. And after that, request type email stop worked. We configured the custom rule, but it didn't help.

Screenshot 2018-12-29 at 10.50.27.pngScreenshot 2018-12-29 at 10.58.36.pngScreenshot 2018-12-29 at 10.59.11.png

0 votes
Jack Brickey
Community Champion
December 26, 2018

@Andrey Chikishev, I do not understand the question. It seems that whenever a request comes in via the email channel you want to populate a custom field. Is that what you mean? Assuming so you might check out Automation. Here is an example...

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Andrey Chikishev December 27, 2018

I used it, issue remains ...

Jack Brickey
Community Champion
December 27, 2018

Please explain further. What issue remains when you do what? Maybe some screenshots of your issue and your attempted solution. What do you mean by auto-complete?

Andrey Chikishev December 29, 2018

We have added required field Organisation name in the form. And after that, request type email stop worked. We configured the custom rule, but it didn't help.

Screenshot 2018-12-29 at 10.50.27.pngScreenshot 2018-12-29 at 10.58.36.png

Jack Brickey
Community Champion
December 29, 2018

The most likely reason for the email failures is caused by making the field required for the request type associated with the email. You cannot have a required field for email since the only fields that are used for email are:

Summary - the subject of email

Description - the body of email

you can make the field required for other request types associated with portal channel but not email channel

Andrey Chikishev December 29, 2018

Thanks @Jack Brickey, but log says that the problem in field Organization name..
Screenshot 2018-12-29 at 15.49.49.png

Jack Brickey
Community Champion
December 29, 2018

@Andrey Chikishev, the log says "Please provide a value for the required field 'Organization name'". You made this field required but in the email "Request Type" you cannot make the field required as there is no way the user can provide this value natively. Now you could look at setting up a default value for "Organization name" and that might work or you could look at an addon app that allows for parsing the email to populate fields, e.g. your organization name. I hope this makes sense.

Andrey Chikishev January 1, 2019

Thanks! Please give me example app, if possible 

Jack Brickey
Community Champion
January 1, 2019

A quick search in the Marketplace revealed this app - https://marketplace.atlassian.com/apps/1216597/in-mail-handler-pro?hosting=server&tab=overview

i have no experience with the app.

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