We would like to be able to create issues for our (existing, already signed up via the portal) Service Desk Customers. While we are transitioning to using Service Desk, we still get phone calls at times and would like to be able to create those issues for our customers.
I know that we can create issues in the JIRA Service Desk project, and that we can also even set the reporter to one of the Service Desk Customers, but there doesn't seem to be a way to make those issues appear in the "My Requests" list when that customer logs into their portal (even setting the reporter to be that customer does not do this).
Another use case here is migrating from our other existing issue tracking messages. For instance, we already have quite a few "issues" in Asana, but would like to be able to recreate those for our customers in Service Desk, and allow them to continue tracking progress on them via the portal.
In order for an issue to show up in the customer portal, a field called "Customer Request Type" must be set. This is not a field that JIRA exposes natively, but here are two ways to set it with add-ons.
If you are not OnDemand, the Automation plugin can set the Customer Request Type for you when the issue is first created. To do this, first set up a Trigger, e.g.:
And then set up the Action you want to take place:
(Find the custom field ID by going to your Custom Fields page, then click the cog next to Customer Request Type and hover over Configure.)
You can also do this with JIRA Suite Utilities; you’d set a post-function on Issue Create to Update Issue Custom Field, modifying Customer Request Type to be the appropriate value, e.g.:
The Jira Service Desk marketing team is working on a guide to help new Atlassian customers switch from email to JSD and we'd love to hear from you! Please share: - What made you realize that i...
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