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Automation rule for Request Participants

Drishti Maharaj March 5, 2024

Hi, 

I have an automation rule to add participants to a request when it is logged by a specific person. That works well. 

Is it though possible to add an organization that I have created for customers though as a request participant for that same issue?

I tried to edit the automation but the organization does not come up as an option. Just individual users. 

Would that be possible and if so, what would need to be done?

Thanks. 

1 answer

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Answer accepted
Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 5, 2024

Hi @Drishti Maharaj , in your action component please select the "organization" field. You should be able to then include the organization that you desire. The request participants field would be for individual customers.

Drishti Maharaj March 5, 2024

Hi @Jack Brickey

Please see attached image. I had tried that but I can't seem to get the organization to show. Not too sure if maybe I'm looking at the wrong field? Screenshot_20240305_183553_Chrome.jpg

Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 5, 2024

Did you start typing in the desired org?

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Drishti Maharaj March 5, 2024

That worked! Thank you @Jack Brickey

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