How to link two tickets based on matching custom fields
Hello friends,
I am trying to create an automation rule that links two new hire tickets (HR ticket and manager ticket) based on 3 custom fields matching between the two tickets. The custom fields are First Name, Last Name and Start Date.
I've researched quite a bit, but can't find the information I need to run what I'm trying to do. Here is my rule so far (it may be completely wrong, I am open to new ways of creating the logic. Also, I am aware the start date custom field is not in the rule right now. I figured I would add it when I got an idea of how to create the rule using first name and last name only first.)
