Questions

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Workflow or Automation Rule that fires based off the Date Modified Field

We are trying to implement a way to automatically close tickets with assigned workflows when the approver on the current step does not act on the ticket within 7 days.
The condition workflow step does not offer the Modified Date field as an o...
1 Answer
Katelyn Bobbitt Last activity on 10/17/2024 3:29:33 PM by Brittany Renn

Question about Automation

We have a rule that is currently working to assign a task template when a certain type of ticket comes in. I want to add another task to be added to the ticket automatically but I cannot get both rules to get ran on the ticket. Is there something...
1 Answer
Cody Stigen Last activity on 10/14/2024 3:05:33 PM by Mark Sayers

Shortcuts

Hello!
Are service and category shortcuts subject to automation rules?
1 Answer
Michael Rodriguez Last activity on 5/16/2024 10:24:50 AM by Mark Sayers

Email monitor vs automation rule

Hi!
When an email monitor captures an incoming ticket will automation rules get to it first? If I set the responsible group in the email monitor, will automation rules leave it alone? Could I leave the responsible group in the monitor blank a...
1 Answer
Michael Rodriguez Last activity on 10/9/2023 9:09:31 AM by Brittany Renn

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 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

Scheduled Ticket Delays and Report Delivery Delays for Weekends

Hello again:
I have been able to set up a scheduled ticket for the first of each month. I wanted to ask if there would be a way to delay creation of such tickets (as well as email delivery of ticket reports) for the following Monday if the fi...
1 Answer
Anderson Hanchett Last activity on 3/1/2022 9:41:02 AM by Mark Sayers