Can Business Projects be set up to Email External "Customers" like Service Desk Projects?

Cameron Short February 10, 2023

Recently we have set up a Business Project to manage tasks for one of our Engineering teams, however, the Engineering head has recently asked about setting up communication to external users, much like our IT Service Desk project. 

Is this possible? From what I've seen and found, Business projects aren't really meant to have "Customer" notifications like Service Desk projects do.

I've tested creating a task and adding a user as the reporter, and even added them to the project with a limited permission role, but they don't receive notifications, in email or through Jira, and can't even see the project. I don't want them to see the project, but I can't seem to get notifications to go through as requested. 

The only way I can see this working the way the Department lead wants is by changing his project to a Service Desk project, though the license cost goes up a bit. 

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Mark Segall
Community Leader
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February 10, 2023

Hi @Cameron Short - You are correct that other project types don't have this "customer" mentality.  However, if you capture the customer email address somewhere in the issue, you could use automation to create a custom notification framework.  For example, whenever the issue transitions you could do something like this:

Note - Assuming you have a field called "Customer Email" where you're storing the email address:

  • TRIGGER: Issue Transitioned
  • ACTION: Send Email
    • To
      • {{issue.Customer Email}}
    • Subject
      • {{issue.key}} - {{issue.summary}}
    • Content
      • Your request has just transitioned to {{issue.status.name}}

You can make this as complex or as simple as you'd like.

Cameron Short February 13, 2023

Thanks, Mark. This might be useful, and something I hadn't considered, though I have done some similar automation setup like this previously. 

However, this wouldn't allow the customer to respond would it? It would only allow the assignee to send emails, 

Mark Segall
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 13, 2023

That is correct, they would not be able to reply to the email.  There's no way around that.  You either need to give the individual licensing or migrate the project to JSM

Cameron Short February 13, 2023

Perfect, that's what I thought. I appreciate the quick response. I'll pass the information along and see what happens. 

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