Skip to main content

It would be great if we could have an option under Rules for “When Updated” under Users.

If X role updated or changed to Y Role.

For example,

When a student leaves our district they are changed to No Access.

When a staff member leaves our district they are changed to No Access.

I would love to be able to make a rule for each situation;

  1. The rule to make a Staff Leaving ticket when the role changes/updates from Faculty to No Access.
  2. The rule to make a Student Leaving ticket when the role changes/updates from student to No Access.

thank you.

@mwhite I have some great news for you!!
We can already do this within the Rules Engine and your rule would look like this:

You can then write ‘When Created’ rules for when this ticket is created (or you could build that into the ticket template itself) to get the ticket where it needs to go.
Hope this helps!


Ok, but that doesn’t give me the “from” Student role to No Access and “from” Faculty role to No Access. I need those separated. How would I do that?


@mwhite Let’s talk about the ‘why’ behind wanting to know if it is Staff/Faculty or Student! This can help guide my recommendation, since we do not have a ‘Previous Role’ conditional filter in this area. I still think we can get where you’re going, it just may not look the way you think it might. 

 


Why I need to know the starting role is because there are two different teams that work on each role; if the role was staff related one team will handle the steps needed for that user. If the role was a student, then another team handles those steps. We need to have a different ticket generated for these 2 situation.

iiQ automatically updates both those users to be No Access, but the “what they were before” No Access is the driving factor for our two options.


@mwhite One way you could do this would be to use the ‘Job Title’ conditional filter. This is a field that can be imported into and could be used even for students. This would help to differentiate between the two work flows. You would use a separate ticket template for staff/faculty vs. students and it would look something like this:

I totally agree that it would be awesome if we had a conditional filter for ‘Previous Role’ here. It would make things much simpler. I hope this helps you though!