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Automation to Share a Ticket

Rhonda El Allamy

Hello,

I'm looking to automatically share a ticket with an Organization once the ticket is created, but I cannot find the ability to do so. Is this doable, and if so, how would I go about it?

Thanks,
Rhonda

Accepted answers

Josiane Oliveira

Hello Rhonda, I hope you’re having a great day!

When you say "Organization" do you mean Atlassian organization or a Customer organization, if you mean the Customer organization (within projects) you just need to create the organizations you need and add the customers to it, then, by default, the tickets will be shared among the members of the organization:

Organizations are groups of customers that can be used in multiple service projects. When you add an organization to a project, its members can raise requests in the project and share them with the organization. They're also notified about the organization's requests and can view and search for them on the requests list in the help center. This also means that the request will be shared with all the organization members when the organization is added to the request.

These are the steps:

I hope this helps you!

Regards

Josiane Oliveira

Atlassian Support

All comments

Josiane Oliveira

Hello Rhonda, I hope you’re having a great day!

Organizations are groups of customers that can be used in multiple service projects. When you add an organization to a project, its members can raise requests in the project and share them with the organization. They're also notified about the organization's requests and can view and search for them on the requests list in the help center. This also means that the request will be shared with all the organization members when the organization is added to the request.

These are the steps:

I hope this helps you!

Regards

Josiane Oliveira

Atlassian Support

Josiane Oliveira

Also, I noticed that you mentioned automation in the summary, I believe that this rule may help you to achieve what you need:
Screen Shot 2022-09-22 at 11.25.25.png

There are some ways to do this using conditions and you can check them here: Jira automation conditions

Regards

Josiane Oliveira

Atlassian Support

Rhonda El Allamy

Thank you for your response, Josiane. My apologies for not specifying. When referring to an Organization, I mean a Customer Organization. I've created an organization and added customers to it; however, I am not finding a way to use automation in order to share each newly created ticket with the Organization I created.

Thanks,

Rhonda

Josiane Oliveira

Hi Rhonda, g'day!

In the portal when the customer is a member of a customer organization it'll appear the button "share with", this button defines if the request will be shared or not:

Screen Shot 2022-09-27 at 09.40.11.png

Also, make sure that the option Should new requests automatically be shared with a customer's organization? is set as Yes in the Products settings:
Screen Shot 2022-09-27 at 09.42.43.png

The members of the organization can view what requests were shared in the portal like this:

Screen Shot 2022-09-27 at 09.44.34.png

So, if this is what you need, then by default the Customer organizations can solve it.

The automation rule is interesting when you have a lot of organizations and needs to have some conditional (i.e.: it'll share if it's regarding a specific Request type) before sharing the ticket with the organization.

Let me know if this helps you!

Regards

Josiane Oliveira

Atlassian Support

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