Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

Automation #14: Capture Jira Issue Key/ID in a Ticket Custom Field

Hello Everyone!

This month's edition brings you a custom function to consolidate your records associated with Jira integration. Jira integration enables support engineers and R&D units to collaborate seamlessly on feature development, product improvement, and enhance support. Tracking tickets with Jira IDs helps support engineers communicate updates to customers effectively. This custom function will help you consolidate reports of the tickets associated with Jira IDs.

David, a developer, uses Jira to manage all projects related to Zylker products. Sarah is the support admin for Zylker products, leading a team of customer support engineers. For tickets requiring developer intervention, Sarah escalates them to David with a Jira ID. Although the process of resolving tickets is smooth, it becomes challenging for Sarah to get an overview of the tickets with Jira IDs handled each month. How can these tickets be consolidated in one place?

To ensure seamless integration, we propose capturing Jira issue keys using custom fields in the Tickets module. This function will fetch the bug key and update it in a custom field. Based on the Jira Bug Key, you can generate a custom report.

Prerequisites:

1. Create two custom fields:

1.1 A check-box field with your desired name to trigger the workflow.
1.2 A single field with the name "Jira Issue ID" to store the Jira Issue key/ID.
To add a custom field to the Tickets layout, navigate to "Setup >> Customization >> Layouts and Fields >> Layouts >> Access the layout." Here, you can add the custom fields.For reference, please see Adding custom fields.

2. Create a Connection

To create the connection, perform the following steps:
1. Go to Setup > Connections under Developer Space
2. Click "Create Connection."
3. Select "Zoho Desk" under "Default Services"
4. Give the connection name as "jirabugkey"
5. Under Scope below values, select
      Desk.tickets.READ
      Desk.tickets.UPDATE
6. Click "Create and Connect"
7. Click "Connect" and click "Accept"
Connection is created successfully.

To create a workflow rule and associate the custom function, perform the following steps:

1. Go to Setup, under Automation, click Workflows.
2. On the left panel, under Workflows, click Rules > Create Rule.
In the Basic Information section, carry out the following steps:
3. In the Module drop-down menu, select Tickets.
4. Enter a name and description for the rule.
5. If you want to activate the rule right away, select the Active checkbox. Else, you can create the rule and activate it later on the Rules page.
6. Click Next.
In the Execute on section, perform the following steps:
7. Select "Field Update". Under this, select the check-box field created in the prerequisite (1.1).
8. Click Next, under "Criteria", select the criteria as check-box field created is "Checked".
9. In the Actions section, carry out the following steps:
10. Click the + icon under "Action" and select "New" against Custom Functions
11. Enter a name and description for the custom function.
12. Under Argument Mapping, give a desired Method name. Map the argument as below.
    12.1 In the Argument Name field, type ticketID, and from the Value drop-down list select Ticket Id under Ticket Information.
13. In the script window, input the Custom Function you find below:
Custom Function Script:
  1. deskDomain = "https://desk.zoho.com";
  2. //Replace your zoho desk URL accordingly
  3. getTicketInfo = invokeurl
  4. [
  5. url :deskDomain + "/api/v1/tickets/" + ticketID + "/jiraIssue"
  6. type :GET
  7. connection:"jirabugkey"
  8. ];
  9. if(getTicketInfo != null && getTicketInfo != "")
  10. {
  11. jiraID = getTicketInfo.get("bugKey");
  12. jsonString = {"cf":{"cf_jira_issue_id":jiraID}};
  13. updateTicket = invokeurl
  14. [
  15. url :deskDomain + "/api/v1/tickets/" + ticketID
  16. type :PATCH
  17. parameters:jsonString + ""
  18. connection:"jirabugkey"
  19. ];
  20. }
14. Click "Save" to save the custom function
15. Click "Save" again to save the workflow.

How this Function works?

Once the agent files a new issue or links an existing Jira issue with the ticket, the agent should update the check-box field created. This will trigger the custom function, fetch the Jira issue ID, and update it in the custom field.

We hope this custom function enhances your productivity towards customer support. Stay tuned  for regular updates and insights on our automation features in this space.
 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Register for Zoho Desk Beta Community

            With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features
          • Share your Zoho Desk story with us!

            Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 
          • Tip #1: Learn to pick the right channels

            Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 
          • Welcome to Zoho Desk Community - Say hello here!

            Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here
          • Webinar 1: Blueprint for Customer Service

            With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • IMAP login problem

                                    I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
                                  • Changes to subform in Zoho CRM Portal Timeline History Unavailable

                                    Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
                                  • This mobile number has been marked spam. Please contact support.

                                    Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                  • Function #11: Apply unused credits automatically to invoices

                                    Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                  • Duplicating report but custom layout does not

                                    Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
                                  • Credit Card Readers?

                                    We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
                                  • Stock count by bin location

                                    Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
                                  • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                    Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
                                  • How Do I Refund a Customer Directly to Their Credit Card?

                                    Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                  • Zoho Learn Course Completion Notifications/Triggers/API

                                    Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
                                  • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

                                    Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
                                  • Phone Connection

                                    When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
                                  • Can't add a sender adress from zoho campaigns

                                    hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
                                  • Export History timeline

                                    Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
                                  • Desk fails to create a new ticket on Reply email

                                    When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
                                  • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

                                    Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
                                  • Addin Support in Zoho Sheet

                                    Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                  • Wise integration in Zoho Books

                                    Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team
                                  • Function #61: Automatically add free item to the invoice based on item quantity

                                    Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
                                  • Notes for Items for Future Purchase Order

                                    Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
                                  • Schemes of different tyoe

                                    How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and
                                  • Clients not receiving emails

                                    I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                  • Free Plan mail accounts details

                                    In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
                                  • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

                                    Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping
                                  • Unable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"

                                    My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the title
                                  • Caixa de saída bloqueada. Como desbloquear?

                                    Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? Quantos
                                  • Zoho Forms - Improve the CRM integration field to query data from more than one module

                                    Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function
                                  • desbloquear cuenta

                                    Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano
                                  • Not Receiving Incoming Mail

                                    I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you
                                  • Making preview pane "stick"

                                    Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in
                                  • Reason:554 5.1.8 Email Outgoing Blocked

                                    I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to
                                  • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

                                    Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct
                                  • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                    Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
                                  • Changes to the send mail Deluge task in Zoho CRM

                                    Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                  • Page Rules in Forms

                                    🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined
                                  • Cancellation of written-off invoice

                                    Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year
                                  • Create Invoice automated with Package

                                    Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
                                  • I want to create a mailing list, NOT a group.

                                    Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email
                                  • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                    This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. *****, ERROR CODE :554 - Your access to this mail system has been rejected due
                                  • no me llegan los correos a Zoho mail

                                    No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias
                                  • Next Page