Step by step guide

Overview

Elevator for JIRA's escalation status can be integrated easily into JIRA Service Desk by adding the Elevator for JIRA custom field. You can utilise all the power of the JIRA Service Desk such as custom queues, automation and SLA alerting to inform and enrich your suport teams visibility of escalated issues.

Create an automated escalation

The below demonstrates how to use Automation to escalate issues dependant on the content of a field.

Scenario

For your issues you have a severity rating field that list severity from 1 to 3. If an issue creator selects severity 1 you want the issue to use Elevator for JIRA to assign to on-call and alert them. For this scenario we created a custom field called Issue Severity and a custom workflow transition named 'Escalate'

Step 1 - Configure 'Severity' custom field

Create a 'Severity' custom field (How to create a custom field)
Next, start creating your automation rule:
- At the bottom left of your project page select the cog to access the project administration page
- Under Summary options select Automation
- Select Add your first automation rule
- Select Custom Rule

Step 2 - Configure JIRA Service Desk Automation

By default Service Desk Automation rules will run as the default user for the project. This may not be desirable, especially for the 'Acknowledge' and 'Complete' Elevator actions. To run the automation rule as the user who triggered the action you must ensure you change the automation rule options to "Run as the user who triggered the rule":

Automation Rule: WHEN

Name your Automation accordingly
Select WHEN then Add a trigger
Drop down the WHEN box and choose Issue created

IF

Select IF and select the + to add a condition
From here you can either use the BASIC search function or the advanced search where you use an JQL query
For BASIC select your custom field and the option
For Advanced enter your JQL query i.e. "Issue Severity" = "Severity 1"

THEN

1. Select Add an Action and choose Escalate issue

2. From the Escalate to Roster option enter the name of the roster you would like the issue to be escalated

The "Bypass Elevator Permissions Checks" option allows users who normally would not be allowed to eg Escalate an issue to take this action. This can be used in combination with configuring the automation to "Run as the user who triggered the rule" to allow service desk customers to trigger escalations when they create issues

3. SAVE the Automation

Success!

Now when a Severity 1 issue is created it will be automatically escalated to the chosen roster

Create a escalation queue

The below demonstrates how a JIRA Service Desk queue can be built to list Active Escalations for the support teams to monitor and track, simply add the Escalation status customer field to your search criteria

Once built support have visibility across all escalated issues and their status.

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