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Organizations use across projects

Alexander Kolev
November 28, 2024

Hi there,

A couple of questions around the Organizations concept in JIRA

  • I'm trying to use this field across other projects as well, because I need engineers to know which Organization is the respective ticket originating from (important for various reasons). The problem though, is that once I clone a JSM ticket and move it to a JIRA Eng project, the Organizations field doesn't get cloned and respectively remains empty. Is there a way to fix this w/o using a custom field and maintaining my Orgs in two separate places?
  • Is there a way to create a ticket on behalf of a Customer/Org? As I'm transitioning my org to use JSM, there'll be a period where customers will still be using their old ways of requesting support and I want to be able to create requests on their behalf (not asking them to do it themselves).

Thanks in advance!

Cheers
A

1 answer

1 accepted

4 votes
Answer accepted
Marc -Devoteam-
Community Champion
November 28, 2024

Hi @Alexander Kolev 

  • The Organisations function is only usable in JSM projects, not in other project types.

    A workaround, would be to create a custom field used by the other project types and an automation rule that while cloning, copies this value into that field.
  • Only if that user has an Atlassian account, so the user has to be a customer on your instance.

 

Alexander Kolev
November 28, 2024

Thanks for your reply @Marc -Devoteam- 

Ok, that will do. As for the second bullet - how do I create this on behalf of an existing Customer (with account and all)?

Alexander Kolev
November 28, 2024

@Marc -Devoteam-  thoughts?

Marc -Devoteam-
Community Champion
November 28, 2024

Hi @Alexander Kolev 

I suspect you are org, site and product admin on the instance, are you also a member on the JSM project and have the role Service Team and Administrator.

Of course you need to have a JSM license as well.

Alexander Kolev
November 28, 2024

@Marc -Devoteam-I am all these, but I still don't know how to create a ticket on behalf of a customer, so that when she logs into the portal, they can see the respective request filed as if she had done it herself

 

 

Marc -Devoteam-
Community Champion
November 28, 2024

Hi @Alexander Kolev 

Only admins can raise issues on behalf of other users.

See, Raise on behalf of

Screenshot 2024-11-28 at 14.42.57.png

Or via the create option in the backend set the required user as reporter and then the "Request Type" field has to be set. 

Like • Alexander Kolev likes this
Alexander Kolev
November 28, 2024

@Marc -Devoteam-Brilliant, thanks!

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