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Is it possible to copy a company value into a custom field Edited

Hi

We need to copy the field customer ID of a company in Atlas CRM into a custom field in JIRA.
Is this already possible through postfunctions and / or Automation for JIRA?

Thank you for a response.

Sebastian

3 answers

2 votes
Danyal Iqbal Community Leader Feb 16, 2018

Is this already possible through JQL?

As far as I know, JQL is only for searching issues. You can copy fields with workflow postfunctions in jira.

Ah, right. That's what I actually meant.
Edited my question accordingly.

Thank you for your answer. I don't think this is exactly what I'm looking for.

To clarify:
We have a field for our customers in the CRM that holds the customer ID.
What we'd like to do is that value to be copied into a custom field upon creation with the Automation for JIRA plugin.

Danyal Iqbal Community Leader Feb 16, 2018

but the field that holds the customer ID in crm is not accessible in automation.

or is it ?

That's what I don't know. I can't seem access it directly but maybe there's a way I didn't yet think of.
I know it's possible to access "entities" through the automation plugin but I don't know if I can use that to access the customer ID.

Hi Sebastian,

It's currently not possible to access Atlas CRM data through postfunctions or Automation for Jira. We have an internal issue to investigate if it's possible for us to make this possible, I have added a vote for this issue on your behalf.

Could you tell me what are trying to achieve by adding a customer ID to the issue? Do you want to see this data directly when you open the issue? Or do you want to automate something?

Hi Maarten,

 

This functionality would be really interesting for us to be able to sort by company in the columns in the issue navigator or show this in gadgets. 

It is important to have contacts and company data in the issue because otherwise it takes my agents too many steps to so to the CRM and add a customer to a company when they have already done that at issue level.

I understand that for some people the company and contact related to an issue do not have to be related between them, but for us it is always related, so having to update this information twice its "too many steps" for my team.

 

Regards!

Hi Lara,

Thank you for sharing your feedback with us! It's incredibly useful.

This functionality would be really interesting for us to be able to sort by company in the columns in the issue navigator or show this in gadgets.

This is something we would love to add to Atlas CRM. It is possible for us to add this data to Jira, but it's not great for performance yet. For some users, it would slow down parts of Jira and make it unusable. We're talking to Atlassian about this and hope it will be fixed soon, so we can actually start using this.

It is important to have contacts and company data in the issue because otherwise it takes my agents too many steps to so to the CRM and add a customer to a company when they have already done that at issue level.

I understand that for some people the company and contact related to an issue do not have to be related between them, but for us it is always related, so having to update this information twice its "too many steps" for my team.

I think you're referring to the situation where you link a company and a contact to an issue, but the company and contact are not linked to each other yet. To fix this, you have to open one or the other, which indeed takes too many steps.

We're working on an improved design that fixes this issue. It's not going to be easy to implement, but we are working on it.

Thanks for you answer Maarten! I know it is hard sometimes to be limited by the product!

I'll look forward hearing about your next releases!

We also need access to company field within JQL. We created a custom field for the company, where we select which type of service contract our customer has. This information is needed in JQL for SLA's, so we can set the corresponding times. 

 

Is this function planned or already integrated?

Unfortunately we are still blocked because of a performance issue within Jira. For anyone who is waiting for this functionality to be implemented, please vote on this issue and leave a comment explaining why you would like it to be fixed:

https://ecosystem.atlassian.net/browse/ACJIRA-1315

This is also exactly what I am looking for.

I want to import or access some data from the atlas crm directly to the issue.

 

For example I would like to have an issue queue only for a specific company (a big player for our company, which creates a good amount of all issues). Then I would need a custom field "company" in the issue screen filled with the atlas crm information for this issue. Even if in the direct issue screen the information might be redundant, it would help a lot for my automation system.

 

Kind regards

Michelle

Hi Michelle,

If you would like to create a queue for one or more specific customers, you can use JQL to do so. If your customer is "ACME", it would look like this:

company = "ACME"

You can find more information in our documentation here: https://www.atlascrm.io/documentation/advanced-jql/.

With kind regards,
Maarten

P.s.: This applies to the Cloud version of Atlas CRM. The JQL queries on Server are somewhat different.

Is there somewhere an issue for automation action to set Atlas CRM comnpany that i can vote for ?

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