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Changing the "On behalf of" as a rule

  • 21 November 2022
  • 5 replies
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Userlevel 4
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We have many students who are entering tickets and will change the “Edit Requestor” to myself, the Agent. Is there a way to create a rule that when they do this that it would automatically set back to them and only them as the Requestor?

 

I have other tickets that have rules associated to them and they will not fire off because I can’t select myself as the “Requested For”  filter option, it doesn’t exist.

 

 

I hope this makes sense.

Thank you.

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Best answer by Kathryn Carter 11 January 2023, 18:11

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Userlevel 7
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@SMillsTVSD 
We haven't forgotten about you. If you are setting the rule with the filter “requestor” that rule should always look at the "on behalf of.” So it is looking at you as the requestor since the student is submitting the ticket. 

 

Right now I do not have a good workaround but still testing some different scenarios. 

 

This would be a great idea in idea exchange. 

 

 

Userlevel 4
Badge +6

Hi Hannah, 

 

Were you able to find a work around for this? If not, could we open it up as and Idea?

 

Thanks!

Userlevel 7
Badge +12

@SMillsTVSD Go ahead and add it into Idea Exchange for me 😄

Userlevel 7
Badge +14

@SMillsTVSD 
Sorry, I was unable to find a workaround. Yes, please add it as an idea 😆

Userlevel 7
Badge +12

Here is the idea submitted from this thread: 

 

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