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How to Change Assignee field automatically upon replying to customer?

Rose Sayegh
May 17, 2021

We would like the Assignee field to change to Unassigned automatically once a Reply is sent to a customer 

2 answers

1 accepted

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1 vote
Answer accepted
Daniel Ebers
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May 23, 2021

Hi @Rose Sayegh

if I understand you right the trigger is a public comments (which means nothing else like a 'reply to the customer' in general).

This automation rule should get things done - could you please check if it works, to be honest, right now it is untested.

 

grafik.pngRegards,
Daniel

Rose Sayegh
May 23, 2021

works.. thank you very much Daniel

0 votes
Ajay _view26_
Community Champion
May 17, 2021
Rose Sayegh
May 19, 2021

Thank you Ajay. But how can I set the following 

 

Once an email is sent to client ( Reply to customer field ) change the Assignee field to Unassigned. 

 

This is not a transition its an action or a change in the value of the "reply to customer " field.

I hope Im clear.

Thank you again

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