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Change default JSM service request workflow and allow step from Waiting for Customer to In Progress

Bin
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October 26, 2023

Please advise the pros and cons to change the default workflow for JSM service request.  So an issue can be transitioned to In Progress from Waiting for Customer status directly.

Thanks much!!

1 answer

1 vote
Mikael Sandberg
Community Leader
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October 26, 2023

It should not affect anything, I have made that change and added other statuses/transitions without any issues. The default setup only have an automation that is dependent on waiting for support and waiting on customer so the status is automatically changed when either an agent or the customer adds a comment.

Bin
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 26, 2023

That is my thought too.  But since JSM defaults it so it makes me wonder if I miss anything.

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 26, 2023

Every project template has a default workflow attached to it, that doesn't mean that you can make changes to it. The only thing you have to consider when doing it is if you have automations that expect certain statuses or if the workflow is shared across multiple projects. Another thing is that you should never rename a status in a workflow, since that status may be used in other workflows. If you need to rename a status, then do that from Settings > Issues > Statuses since that will tell you how many workflows are currently using it.

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