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- Project: select the project you configured your Context for (Helpdesk). You can leave Project empty to use this context for all projects.
- Issue Type: select the type you configured above (Request). You can leave issue type empty, to use this context for all issue types.
- Template: select the template you created above (Helpdesk template)
- Notification template: select the notification you created above (Helpdesk Notifications).
- External Watchers Field: select the field you created for your Mail Handler, called External Participants.
- Sender Name Pattern: enter a name that appears in the emails as the sender, you can leave it empty.
- From Email Address: enter the email address you created for your mail handler (support@mycompany.com)
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Congratulations, You are done. Your basic email support system is place and is ready to serve you.
Related documentation:
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This tutorial explains the steps you understand how you can enhance Jira Service Management with Email This Issue to process incoming emails or to send customer notifications. |
Use Case
The below tutorial covers the following use case:
- external customer reports a ticket via email, a new issue is created from email and a customer account is created automatically
- service management agent requests more information form the customer by commenting the issue, customer is notified
- customer replies to the email, the issue is commented, old content from the email is stripped out
- service management agent resolves and closes the issue, customer is notified.
Step-by-step guide
There two major aspects you must configure to implement the above use case:
- Mail Handler
- Event Notifications
Prepare Email Templates for Customer Notifications
Email templates are needed only if you want to send emails to your customers.
- Go to Email Templates
- Click Add to add one template from each of these Themes:
- Service Management Customer Invitation: If customers may be created automatically with Public Signup Enabled in Service Management
- Service Management Request Participant Added Notification: if you want to notify participants when they are added
- Service Management Auto Acknowledge: if you want to automatically acknowledge incoming emails
- Service Management Request Created / Updated / Resolved / Public Comment Added: if you want to setup event notifications for Customers
- Use the default template content, you can customize the templates any time later.
Configure Mail Handler to Process Emails
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- Name: give a descriptive name, like "MyCompany Support Handler"
- Server: select the email account you configured above
- Handler: select Email This Issue Mail Handler
- Project: select the Service Management project in which you want to track your ticket, let's say the project is: Helpdesk
- Issue Type Select the type you want to use to represent a ticket, e.g. Request
- Specify a default reporter: a user who has Create Issue and Add Comment permissions in the project
- Leave other settings with the default value (do not enable Create Users option)
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In Split Regex, enter
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/From: |___.|On .wrote:|----Orig.|On .(JIRA)./ |
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At the end, your Mail Handler Context should look like this:
You have now prepared Email This Issue to process incoming support emails.
See more details on Mail Handlers and Service Management Integration
Configure Event Notifications
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- specify email template you created above based on the appropriate themes
- specify recipients and additional email content
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- Specify events as described in this tutorial. Setting up Customized Notifications
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