Hi,
We are a client-service organization. Our client has an employee, whose wife works on our internal team. The client wants to ensure that our team-member (the wife) does not work tickets related to their organization due to the relation.
Therefore, I'm attempting to find a way in which a ticket could lock once said client gets chosen in the organization field.
I was thinking I could perform an automation along the lines of "IF Organization = ABCcompany, THEN set security level to 1" type of thing. However, in my experience with security levels, they more so provide access once set, not so much decline access. We'd therefore be turning on Security Level 1 (for example) for everyone to access all tickets, and she would just not be included in that security level 1 group. Hope that makes sense but open to any solutions.