On the Jira Service Desk Organizations screen I want to be able to add a custom field in order to flag non paying clients. The purpose of this is when a call is logged an email can be sent back to client letting them know their issue will not be attended to until the account is brought up to date.
So I can use automation to check for the flag and either send the we have your issue message or you need to pay message.
Any help please?
Here is what I am thinking and suggest you try.
I don’t think you can do this out of the box automatically but if you want to do manually then you could simply have agents transition manually. But the question you need to answer/solve is how is the org flagged as overdue. The Automation for Jira has a free version that gives you 300 automations per month.
Thanks Jack you are exactly right in your understanding.
I had the exact plan as you describe, however I then realised the issue with the "overdue" flag against an organization. Which is really the crux, I can do the automation but need to be able to set an "overdue" flag against an organization.
The agents may not know the status of the account thus I dont even want the ticket to reach them if the org is in "overdue" status.
So still stuck :(
So not a great answer but you can modify the automation as needed. That is if an org is delinquent then when an issue is created from members of the org then deflect the question. When they pay clear the automation.
you cloud do this with a single automation and mange multiple delinquent orgs. Remove/add the delinquent org. Or an automation per org and then enable/disable as required.
@Sue Webber , I happened to be sitting in on a webinar from Codebarrel yesterday and was intrigued by an example they were walking thru on "overdue invoices" and thought of this thread. If interested have a look at the "Notify overdue invoices" rule in their Playground site. Look at the others too. I learned about the availability of math functions that may allow you to more autonomously manage overdue invoices based upon a due date. Worth some investigation. I was certainly impressed w/ the flexibility of the addon and look forward to upping my game a bit. ;-)
@Susan Hauth _Jira Queen_ , In fact that should work. The open question in my mind is how to add a property to an org? Ideally you could add a property to an org that would reflect their support status: active, overdue, inactive, etc. but orgs don’t have properties so how to solve?
So sounds like you want to connect up a database almost of info around an organization. There is nothing OOB that I know of. But maybe take a look at the app Insight, as you can make that a database of anything and it works well with Service Desk:
Although it's primarily used for Asset management, it can be set up for any sort of data object.
Hope that helps
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