Automatically add customer to a project

MJCorcoran

We use Jira to process new hires. The hiring manager fills out a Request and the Issue goes to our Service Desk. We want each new hire to be a customer in our project. Right now, I have to manually enter the email into the Add Customers box on the Customer page for our project. I am looking to automation to accomplish this when the new hire request is created.

I've tried using the (new?) automation Action to create the customer (using Smart Values and static data, as a test)), but the no user is created (so no notification is sent). I also can't select the Organization (there's nothing in the drop-down). 

How can I get this automation working? Thanks!

Trudy P Claspill

Hello @MJCorcoran 

For the Organization field you need to start typing in the name of the organization to which you want to add the customer. Then potential matches will display.

What do you see when you hover over the red ellipses button appear on the right side of the Email field?

What is shown in the Audit Log when you execute the rule?

Do note that by referencing the {{reporter.displayName}} smart value your new customer's name will be set to the name specified in the Reporter field of the Originating request, which I assume is the hiring manager. And I'm guessing that you need to actually get the Email address from some other field within the request rather than hard coding it.