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How to get Rules to run on a Ticket that has Issue Type changed

  • August 23, 2024
  • 2 replies
  • 54 views

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We are working to get Staff/Parents to make better choices on Issue Types when inputting tickets.

But, we often have to change the Issue Type on a Ticket thas has already been Created (most of our autoreply Rules run on Created to send back helpful tips/docs).

That strategy only works on the Created.  So if we need to update the Issue Type and we want the rule to send better autoreply Rule email helpful tips/docs… how do we do that?

It seems the Updated type of Rule will fire back the autoreply EVERY time anybody updates the ticket.

Is there a way to say ONLY process a Rule when the Issue Type is Updated?

Best answer by jclark

You should be able to add the “When Field Is Updated > Issue” filter to a “When Updated” rule, along with your other needed filters, to accomplish it.

 

2 replies

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  • Specialist
  • Answer
  • August 23, 2024

You should be able to add the “When Field Is Updated > Issue” filter to a “When Updated” rule, along with your other needed filters, to accomplish it.

 


Kathryn Carter
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  • Community Manager
  • August 26, 2024

@jo.cpa Thank you for submitting your question to our community! 😄

Thanks @jclark for your expertise here!