Dear Community,
we are working with one organisation, that is there internally using two different e-mail-domains but belonging to the same organisation.
Is there any possibility (eg with an automation rule) to automatically put all customers (no mater what domain they are using) in one organisation?
To better understand an example: xy@company1a.com is raising an request, automatically the organisation company1a is created. yz@company1b.com is raising an other request, company1b is created, although these two belong together. We would wish to get a company1, where all customers using ..@company1a and ..@company1b are combined! Is there any possibility here to solve this problem?
Thank you for your support!
Paula
Hello @Paula Plevnik,
Thank you for reaching out to Atlassian Community!
If I understood correctly, there is only one organization on the project and all customers should be added to this org, please, correct me if I’m wrong.
If that’s the case, it’s possible to use the existing “Set organization using reporter's email domain” rule to do that.
The automation checks the following requirements before creating or adding a customer to an organization when a ticket is created:
With this said, in order to add customers from both domains on an org, you need to manually add at least one customer from each domain on the desired org, and then for the new customers that create tickets, the automation will add them to this one org, since there are already existing customers from their domain there.
Please, take your time to test and let us know if you have any other questions regarding this matter.
Kind regards,
Angélica
Hello @Angélica Luz
I do have the automation activated exactly like you´ve shown it above. In the organization, I also do have people using both mail domains but still, if there is one person creating a new issue not in the organization yet, it still creates a new organization and does not add the person to the existing one.
Is there any other option I could try to make that work?
Thank you for your help!
Best regards,
Paula
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Hello @Paula Plevnik,
I apologize for sharing all those details and in the end, it wasn’t helpful.
I saw that you raised a ticket with our support and they mentioned that isn’t possible and you ended up using two organizations, but the good news is that there is a workaround.
This is a more complex automation rule, but we tested it here and confirmed that it works.
Here are the screenshots with all the details:
When: Issue created
Here you can add the domain and it’s not necessary to add .com, .net, .org or anything else:
Then, edit the organizations and select the one you want all customers to be added:
In order for it to work, it’s necessary to send a web request using API.
To generate that API Token, you need to encode the credentials with base64.
$ echo -n "email@domain.com:api-token" | base64
For more detailed information, please check the article below:
In case someone outside of those two domains creates a request, then a new org will be created.
Hope this helps!
Kind regards,
Angélica
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Dear Angélica,
thank you for the suggestion, we will test that tomorrow! Thank you for that effort and your support! :D
Best regards,
Paula
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