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Use the Jira service management clients into Jira software

Angelica Hernandez_w41ook

We are using Jira for service management and also project management (Jira software), the same clients where we attend tickets we develop software projects, I need to know the client realted to the project, the main list of clients is information that I already have in the Organizations and clients jira service management. Exist some way to use that field/data from Jira software?

Thanks in advance.

Accepted answers

Angélica Luz

Hello Angelica,

Thank you for reaching out to Atlassian Community!

Customers can view tickets only from the customer portal and currently, Jira Software doesn’t have such functionality.

In order for customers to watch and receive updates regarding a ticket in Jira Software, they must have a license.

Allow creation of Customer Portal for JIRA Software/Core projects

In case you just need to view customers related to the Service Management ticket, you can use a “User Picker (multiple users)” custom field and then add the customers there, but they won’t receive any notifications and they won’t be able to view the ticket.

If that’s not what you need, can you let us know more details about your use case?

Kind regards,
Angélica

All comments

Angélica Luz

Hello Angelica,

Thank you for reaching out to Atlassian Community!

Customers can view tickets only from the customer portal and currently, Jira Software doesn’t have such functionality.

In order for customers to watch and receive updates regarding a ticket in Jira Software, they must have a license.

Allow creation of Customer Portal for JIRA Software/Core projects

If that’s not what you need, can you let us know more details about your use case?

Kind regards,
Angélica

Angelica Hernandez_w41ook

Hello Angélica, Thanks for your response.

Actually what I want to do, is to have the list of clients/customer and the option to create a custom field is a good option. I was asking for some way, considering the option of not duplication of data.

Regards,

Daniel Ebers

Hello @Angelica Hernandez

remembering a similar case we had some weeks ago there is no other way than to duplicate the data. The reason is that "Organisation" field is not usable in Jira Software - there was the idea back then to copy data from Organisation to a temporary field for further use in Jira Software.
From my point of view the presented solution with a custom field is not so much different but it would save some time needed by crafting automation rules.

But as to the core of your question, I do not think there is an option without duplicating the data.

Regards,
Daniel

Angelica Hernandez_w41ook

Hello @Daniel Ebers thanks for your comments.

Finally I used an automation rule to set the organization field using the domain of the client that is creating the issue, then in the custom list field with another automation rule im setting the value.

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