we want to set up a simple customer feedback workflow where issues from a public issue collector gets routed to a customer service person to triage. either they will address the issue themselves and close the ticket, or they will assign it to be reviewed for development. to do this, we need the issue to get a specific Status (e.g., "Customer Feedback") and a specific Assignee (e.g., "Customer Service") so that they can see these on their very own kanban board to triage. how do i modify the issue collector to set these two values when issues are submitted?
Status cannot be set explicitly in an issue. The workflow associated with project and issue type in JIRA determines what the initial status will be.
Concerning the Assignee, you have multiple choices:
- set the default assignee to be Customer Service in the project
- use a workflow post function (Set Issue Field) in the workflow's initial Create Issue transition that sets the assignee
thanks tibor. i couldn't do that in this case because i wanted to keep everything in one project for ease of use. the current default status action for new issues is correct (e.g., set to 'open') when the issue is created internally. but external issues should get the 'customer feedback' status. similarly, i can't set a different assignee since the default is correct for internal issues but not for external ones.
i may explore creating a separate project for external issues, but then i'd have to move issues between projects and i'm not sure that that will be a desirable workflow.
What about using a Customer Feedback issue type instead of a workflow status? Your issue collector could create items of that issue type and you could have your own workflow for that type and call the first step anything you want. That puts it in the same project, but allows flexibility in the workflow, which makes sense because it sounds like your customer feedback items go through a different process than internally logged items already anyway. Setting the assignee was covered by @Tibor. You should be able to set the assignee through your issue collector or, if you use a different issue type with its own workflow, through a post function in that workflow.
I’m a designer on the Jira team. For a long time, I’ve fielded questions from other designers about how they should be using Jira Software with their design team. I’ve also heard feedback from other ...
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