Check membership organization in automation rule

Question

Hi Community,

I'm trying to build an automation rule that checks if the action initiator, is a member of any of the organizations that are assigned to the ticket.

I can't get it to work. This is what I have so far :

In the first action step, I set the {{Initiator}} as a User custom field on the ticket :

Does anyone know how to get this working correctly ?

Thanks in advance,

Best regards,

Kris

Marc -Devoteam- · Answer

You might need to use the API.

This to make the call to read out the member and based on the web request results, set the field.

See the call, api-rest-servicedeskapi-organization-organizationid-user-get

Kris Dewachter · Answer

Hi @Marc -Devoteam- ,

Unfortunately, both don't work.

Using Email Address returns an error.

Using the accountId does not return an error, but also does not allow me to pass the IF statement.

Best regards,

Kris

Marc -Devoteam- · Answer

Hi @Kris Dewachter

I think organizations use the email address as identifier.

What if you use the smart value: {{initiator.emailAddress}} or use the account ID option: {{initiator.accountId}}