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Automatically Creating a sub-task for request form

Hi There - I have a request form which is made only visible for the service desk agents. I would like my team to use this request only for specific cases, and in such when this request type is created, I'd like to have two sub-tasks automatically created. I found this can be achieved via automation, but this request form doesn't seem to be appearing under "Value" option.

Any clue?

 

 

2 answers

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Answer accepted
John Funk Community Leader Dec 14, 2022

Hi Swaroop,

If I understand your question correctly, Agents don't need to use a request form, they can simply click the Create button and create an issue that way without the restraints of a form. And then you can have an automation rule that clones or creates additional issues. 

John Funk Community Leader Dec 17, 2022

Great! Glad it is working for you now. 

Hi @John Funk ,

I guess the request form took sometime to index and populate on the automation rule. I was able to fix this today.

 

Thanks for your help!

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