I will like to send the JSM portal link by email

[Loic]

Hello,

I would like to send by email the hyperlink to the JSM portal to my customer.

I used that link/code, but when I click on it, nothing happen: href="{{issue.url.customer}}">{{issue.key}}

ALSO:

I just have to send the costumer the hyperlink for him to have access to the portal or I need to register him to have access to the portal?

Does anyone with that Hyperlink can enter the portal?

Context:

I use JIRA for my business processes. When I have a order, I create manually an issue.  But I want the customer to have access to the JSM portal (From that issue) for them do upload documents.

Thanks

[Joseph Chung Yin]

@Loic -

You can review the following reference link on "anonymous access to help centers on the site" via this KB article - https://support.atlassian.com/jira-service-management-cloud/docs/set-up-and-manage-portal-access/.  However,, this is not the normal control access setup typically due to security control for a site.

On the automation - I assume you are using a send mail action when a specific issue event triggered (i.e. issue created).  For the href it seem your syntax is incorrect -

href syntax is <a href="{{issue.url}}">{{issue.key}}.</a>

Hope this helps.

Best, Joseph Chung Yin

[Loic]

Yes, I will like that once the customer click on the link, it will bring him at the JSM portal page where he just have to enter is email and put a password.

Is there a way to automate is account registration in JSM. Then he will just have to log in?  I'm pretty sure that if the customer has to do more then a simple log In, he will not register on the JSM. He is going to say that its to complicated just to upload documents. 

I want to avoid receiving the documents by email because the documents will not be automatically attached to the issue.

For your second question:

The automatisation is only to send an email to the customer requesting a list of documents. And from that email, I will like the customer to click on the JSM link to access the portal for him to upload the docs.

Thanks

[Joseph Chung Yin]

@Loic 

If I understand you correctly - You want to see if a customer (not yet accessing your JSM site) to automatically setup his/her account?

If so, all customers (in my understanding) must have an valid account to then sign-in using the portal UI.  Keep in mind that customers access is free in JSM.

Secondly - You usage of Smart Value syntax - Are it part of your automation?  Can you provide more details of your automation rule?

Please advise, 

Best, Joseph Chung Yin

[Loic]

Thanks for your answer... I just send a reply