Questions

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Automation rule to not override manually assigned ticket

We have many automation rules that do the basics (most all at order 100, they don't overlap in terms of service/offerings) that will apply to the Client Portal tickets. However, we do have tickets that are created via TDNext and the Help Desk us...
1 Answer
Connor Dugandzic Last activity on 3/1/2024 10:06:49 AM by Mark Sayers

Automation Rules: Assign to a set of users directly

Hello!
Can some explain if an automation rule can assign to a set of individuals instead of a group provided all the conditions are met. I am preparing for implementation and do not have access yet.
Thank you!
1 Answer
Michael Rodriguez Last activity on 9/7/2023 10:31:14 AM by Brittany Renn

Automation Rule not applying workflow to ticket

Hello,
We have a automation rule that grabs a certain type of ticket, and then changes the impact, urgency, priority, and assigns to a workflow. The automation rule works-ish. I successfully changes the responsibility, impact, urgency, but fa...
1 Answer
Justin Gonzales Last activity on 7/12/2023 9:27:51 AM by Brittany Renn

Automation Rule to Set Requestor

Good morning:
I wanted to ask if there is a way to use automation rules to set a requestor for specific services or forms if the requestor is not set? I see that there is a filter that can fit these criteria in Automation Rules, but there doe...
1 Answer
Anderson Hanchett Last activity on 3/14/2023 2:31:44 PM by Mark Sayers

Change Management Workflow Switches Ticket to Service Request

Hello,
We are implementing change management in our environment and are running into an issue with an approval workflow. The Change form we use creates a Change ticket if the data entered does not trigger the workflow. If the criteria matches...
1 Answer
Jesse Gobeli Last activity on 2/8/2023 4:33:41 PM by Mark Sayers

Automation Rule that Parses Through Ticket Description

Would there be a way to create an automation rule or email monitor rule that parses through ticket descriptions (email bodies) to obtain a specific number or string?
We are using an asset management platform that automatically sends emails to...
1 Answer
Anderson Hanchett Last activity on 8/23/2022 4:27:32 PM by Mark Sayers