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Automatically assign certain types of tickets

  • July 18, 2023
  • 4 replies
  • 105 views

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How do you assign a certain type of ticket to automatically be assigned to a particular agent? Example: JCAMPU or ALIO tickets to auto assigned to one particular agent.

Best answer by BHutson 8638a49 stmaryk12

  • Team Ticket Allocation Rule

     Triggers on 'Created'

     When

    Always

     Perform

    'Assign to team' Technician Team

  • OPTIONS 

    Program Team

     Triggers on 'Created'

     When

    Models in Clever, Frontline Education Frontline, ALIO, RAVE, EDgear JCAMPUS

     Perform

    'Assign to agent' The agent name

     Finally, don't process any further rules

4 replies

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I was able to get it done with the rules.


Kathryn Carter
Forum|alt.badge.img+18

@BHutson 8638a49 stmaryk12 Glad to hear you figured it out. 😄 What did you use for rules? 


Forum|alt.badge.img+1
  • Team Ticket Allocation Rule

     Triggers on 'Created'

     When

    Always

     Perform

    'Assign to team' Technician Team

  • OPTIONS 

    Program Team

     Triggers on 'Created'

     When

    Models in Clever, Frontline Education Frontline, ALIO, RAVE, EDgear JCAMPUS

     Perform

    'Assign to agent' The agent name

     Finally, don't process any further rules


Kathryn Carter
Forum|alt.badge.img+18

Thank you for sharing!! Love seeing this @BHutson 8638a49 stmaryk12