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email notification

Kamil Askerov October 1, 2024

Hi. I have customers in organisation in Jira Service Management (Cloud). And all email came to all members of organisation. How customer can only get his(her) mail not mail for other customers? 

In customer notifications I have many options. Which is need for that?

 

Customer invited DISABLED

Account

When a customer is invited to your service project portal, they are sent an email.

 

 

Request created DISABLED

Request

When customers create requests in the portal or send an email to your email channel, your service project sends a confirmation that their request was received.

 

 

Public comment added DISABLED

Request

When a comment that is visible to your customers is added to the request/issue, your service project sends all the customers involved on the request a notification.

 

 

Public comment edited DISABLED

Request

When a comment that is visible to your customers is edited, your service project sends all the people involved on the request a notification.

 

 

Request resolved DISABLED

Request

When a request resolution field is set, your service project notifies the reporter and all customers involved. This notification is sent to the reporter even if they have turned off notifications for a request.

 

 

Request reopened DISABLED

Request

When a request's resolution field is cleared, your service project notifies all people involved.

 

 

Participant added DISABLED

Request

When participants are added to a request, your service project notifies the new participants.

 

 

Organization added DISABLED

Request

When a request is shared to an organization, your service project notifies the organization's members so they can opt-in to further updates.

 

 

Approval required DISABLED

Request

When a request transitions to an approval stage of its workflow, your service project notifies approvers that they must act on the request.

 

 

Customer-visible status changed DISABLED

Request

When a request transitions to a status that is visible to the customer, your service project notifies the customers involved.

 

 

 

1 answer

1 vote
Nikola Perisic
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 1, 2024

Hi @Kamil Askerov , make sure your users check their personal settings. More specifically:

Screenshot 2024-10-01 at 13.30.37.pngScreenshot 2024-10-01 at 13.30.46.png

 

Kamil Askerov October 1, 2024

@Nikola Perisic thank you for your answer. Thinking it will help.

Also I have one question about automation copy of atachment files. How make this for all variants. I asked this question - write many variants of automations but still have many problem in this automation. In some case atach file dosnt came. Atachment from Jira and Jira Service Managment. Dosnt found properly answer for all type atach file and auto clone this from one project to other. Always have fail on it - sometimes not came. F e when dosnt write comment to atach file. Where have good documentation on it?

Kamil Askerov October 1, 2024

@Nikola Perisic where u found this screens ? Dosnt found in Jira Service Managment

Kamil Askerov October 1, 2024

settings.png

Nikola Perisic
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 1, 2024

You will find this when you go to your Atlassian home, you will have your avatar there and when you click it, you will have the option of Personal settings then on the left you will have Notifications. 

 

For the automation, just to summarise: You want to clone the attachments from JSM project to Jira? Also, when this needs to happen? (example: when the issue is created in JSM project, clone the attachments to Jira software and vice versa)

Kamil Askerov October 1, 2024

@Nikola Perisic in avatar I only see the menu like in last photo.

Kamil Askerov October 2, 2024

@Nikola Perisic "For the automation, just to summarise: You want to clone the attachments from JSM project to Jira? Also, when this needs to happen? (example: when the issue is created in JSM project, clone the attachments to Jira software and vice versa)"

Yes clone atach file in all ways - with comment and without in all conditions - when file attach in JSM or Jira the file automaticaly clone to other side. And now file clones in 80 procents dosnt know why. The customers always tald me that file havent in other side or our staff tald that file not attached to other side.  

Nikola Perisic
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 2, 2024

@Kamil Askerov do you have a screenshot of your automation rule? Also the image that you have shown is from the portal page,this is not the place where you change your personal notifications. Try using home.atlassian.com and then choose your avatar, from there you will be seeing the Personal settings option.

Kamil Askerov October 2, 2024

@Nikola Perisic  "Also the image that you have shown is from the portal page,this is not the place where you change your personal notifications. " I cant found screen you talk about. Can you show screenshot of that page you tald about?

Nikola Perisic
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 2, 2024

@Kamil Askerov sure, here it is:

Screenshot from 2024-10-02 11-36-43.png

This is within the Jira itself.

Kamil Askerov October 2, 2024

@Nikola Perisic but how my customers can make that? I cant found that menu for customers.

Kamil Askerov October 2, 2024

automation1.png

Kamil Askerov October 2, 2024

Also I added other automation like this but without last block (Add:add comment to issue)

Its because I need atach file without comment also. 

Nikola Perisic
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 3, 2024

@Kamil Askerov Do your customers have the Customers license for Jira Service Management and are the able to navigate to home.atlassian.com?

Kamil Askerov October 3, 2024

@Nikola Perisic no, for customers only 3 agent license we have.

Nikola Perisic
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 3, 2024

Agents and customers are different. Agents work on the requests that customer make. Customers are not being billable but they need to have the license, unless you have changed for your site that your customers don't need to have the Atlassian account.

Kamil Askerov October 3, 2024

@Nikola Perisic ok. But how make it without license? email notifications to customer - not to other customers in organisation? 

 

Also please answer to question about automation - I past there screen of automation I use. 

 

 

Nikola Perisic
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 3, 2024

@Kamil Askerov For the users that don't need to login, you need to go to Project settings > Customer permissions > Update the customer access settings > Portal access > Allow customers to create accounts > check the box "Customers can access and send requests from the portal without logging in"

Since this question is asked about the email notification, please create a separate request for your automation question.

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