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How can we give rights to customer to add more customers with the project permission restricted

Muhammad Moazzam Hassan
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August 23, 2023

Hey All,

I have found a solution that how customer can add new customers in a project with the project permission restricted while creating an issue. The steps are as follows.

  1.  Create a Label Field and name it as "Add New Customers" and add to the dedicated Request Type to whom you want the customer to add more customers.
  2.  Create an Automation Rule.
    1. Trigger Event ( Issue Created )
    2. Create a branch ( Advance Branching ).
    3. Copy the Lable Field id e,g {{issue.customfield_10192}}
    4. Give the variable name of your choice e.g "newCustomer"
    5. Go to action and select Add Service Project customer.
    6. Use the variable in Email and Name {{newCustomer}}
    7. Additional Step if you want to add users as Request Participants, Add action and find the Re-fetch issue data.
    8. Add action of Edit Issue, find the Request participant field and use the same variable {{newCustomer}}.

The 7th-8th Step is to add the user to request a participant.

Please suggest if it is a feasible solution or how can we improve more.



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