copy email addresses in CC (custom field) to Request Participants

[Agent]

Hi,

I am in the process of building a proof of concept for demo to management.

I want the user to be able to input email addresses in a CC field in the submit form and when user clicks submit, the email addresses are copied into the request participants field. 

Can this be done using automation or editing the workflow w/o having to purchase an add-on?

I found a few articles in the community but they refer to scripting (not free), post function (not cloud), automation add-on (no longer available?).

Thanks alot for the help!

[Mike Bowen · Accepted solution]

Hi @Agent 

The user adding an email to the CC field, are they emailing in a request or are they using the Customer Portal Form to raise a request?

Why do you want to add the CC? 

Only asking because when the customers (users are set up on the Portal, they are added into organisations. When the user creates a request and selects the option Share with (organisation) everyone who signed up in that organisation will receive an email notification alerting them to the ticket creation. (like a CC). However if the Share with option is not used, then it is the equivalent of the user creating a request, but not adding the CC to the request. 

-Mike

[Agent]

hi mike,

the user raises a request via the portal. 

user will then have the option to copy people, if lets say the request would require approval before submitting. this way, its only a one-step process.

at the moment, for the user to inform others, user will (1) submit request via portal (2) once created, share or add people to participants. we would like eliminate the extra step.

thanks.

[Mike Bowen]

Hi @Agent 

Okay,  You can do all of this without adding people into a CC or Request Participant since Jira Service Desk has an approval process and it can be built into your Workflow.

One can also specify how many approvers are needed before the request can be worked on. (e.g. one customer manager to approve or one internal user to approve.

To start,

1. you'll need to add the Waiting for approval to your workflow. 
2. Configure it and set up your transitions.
3. You could also include the approvers field (built in Jira Field) onto your request form (where the reporter can add people as approvers OR the agent can add approvers to the request. Choices are good. 

Once the request has approval then work can start on it, or if approval is declined you can specify through your workflow what happens next.

I've included one of my workflows that has an approval process on it. 

-Mike

[Agent]

@Mike Bowen thanks! i got this to work for the approval.

what if, user just wants to copy someone without requiring approval?

for example, when user raises a request for performance issues in the ERP, user will copy our ERP vendor support team.  

[Mike Bowen]

@Agent Then I guess you could use some form of automation... There was an automation for Jira, but it's going to be incorporated into Jira (as they bought the company)... I would have recommended this plugin. It was very powerful, more so than the default automation. 

But presently I would say just add the people to the Request Participant. 

-Mike

[Agent]

@Mike Bowen thanks for all the help! in that we will have to make-do with the 2-step process for now. hopefully the automation plugin will be available in jira soon for free.