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Set the Customer Request Type through Automation

HH_brlcp1

When a customer submits a form the customer request type is set automatically. When I create the same form through the agent portal then the customer request type says "No Match."

I've tried to fix this by setting up an Automation Rule that does this piece of JQL when the ticket is created:

type != EMPTY AND "Customer Request Type" is EMPTY AND project = "My Project"

Then it edits the issue fields and set the customer request type to be the same as the issue type.

Unfortunately it's not executing correctly and the log shows that the JQL statement passed successfully but it's failing on the edit issue:

Error:

No fields or field values to edit for issues (could be due to some field values not existing in a given project):

Can someone spot what I'm doing wrong?

Thanks!

Accepted answers

Steve Letch_j0fncr

Update to the below:

If there's punctuation in the customer request type, sometimes it can fail, also if you want to make it accommodate name changes to the customer request type, use the internal DB name of the form, you can obtain that by querying the relavent db table OR by using a get customer request type value using jmwe.

Example of setting two insight fields and a customer request type:

{

    "fields": {

        "customfield_17700": [{

            "key": "SQ-349938"

        }],

        "customfield_17701": [{

            "key": "SQ-350003"

        }],

        "customfield_13704": "hd/8e4192e9-145c-4e9a-a2f3-260667324a49"

    }

}

If you have Automation for Jira, you can set the customer request type quite easily at the create stage using the following example

{ "fields": { "customfield_13704": "Office Management Request" } }

If you are creating tickets internally within Jira and want to ensure the customer request type gets set, then just add the customer request type to the internal create screen and make it mandatory.

All comments

PJ Wysota

1. Firstly - if You create a form through the portal - it should also assign CRT to the issue. However - if You create issue through JIRA backend - it won't (at least automatically).

If there are any issues with assigning CRT to issue for specific user - I would start with checking Permissions (that You are on Customers list, and have Customer - Portal Access permissions allowed)

2. CRT is quite specific Field Type... However in this case I assume it might be pretty simple:

a) in Portal settings make sure that Your CRTs matching JIRA Issue Types naming (I refer to your statement that you want CRTs to be matching Issue Types).

b) make sure that CRT you want to assign is matching Issue Type setup in Portal configuration

There is 1:1 mapping of CRTs into Issue Type - so in case You want automation to run - You need to ensure You follow the same mapping as it is set in the portal. If You miss anything - then You can add (duplicate) CRTs for other issue types, and not show them on the portal (do not add them to any groups)

Then it should work fine

HH_brlcp1

So I worked through your list thanks! Unfortunately none of that has helped, so I think I'm missing something!

1. Checked permissions - I'm a global admin and I've even checked the permission helper to ensure that I do have full access to the project.

2a. I'e checked that the naming is exact, going so far as to copy and paste one into the other just in case there was a random space or something like that! No luck.

2b. I've gone to the issue types screen on the project and checked that it's there. I've also gone into the issue scheme and checked that the issue scheme does have the issue type associated with it.

I must be missing something sorry!

Davide_j2zxe3

Here's how I've managed to do this.

In the project, I created a new Custom Rule:

WHEN -> Issue Created
IF -> Issue Matches -> (advanced) "Customer Request Type" is EMPTY
- in the same IF -> Issue Matches -> (advanced) issuetype = <a specific issue type>
THEN -> Edit Request Type -> <set the desired Request Type>

I add a separate IF - THEN pair for each issue type in the project, and under Options set it to "Run as the user who triggered the rule"

Kalyan Kumar Das

Hi @Davide :

I am using Jira Core 8.2.3 and JIRA Service Desk 4.2.3 version.
Request Type is not a custom field.
So my question is how to handle these two field i.e. Customer Request Type and Request Type.

Kindly suggest.

Thanks,

Kalyan

Kalyan Kumar Das

@Davide: Fixed the issue on my end.

Zita Bagi_1jaqgl

How? We have Jira Core 8.5.3 and JIRA Service Desk 4.5.3

Steve Letch_j0fncr

Update to the below:

Example of setting two insight fields and a customer request type:

{

    "fields": {

        "customfield_17700": [{

            "key": "SQ-349938"

        }],

        "customfield_17701": [{

            "key": "SQ-350003"

        }],

        "customfield_13704": "hd/8e4192e9-145c-4e9a-a2f3-260667324a49"

    }

}

If you have Automation for Jira, you can set the customer request type quite easily at the create stage using the following example

{ "fields": { "customfield_13704": "Office Management Request" } }

If you are creating tickets internally within Jira and want to ensure the customer request type gets set, then just add the customer request type to the internal create screen and make it mandatory.

Lee Burak_8vsjjr

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