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I try to create the following:
when I click on "reply to customer" next to "internal note" in a request or whatever, the status should change to "waiting for customer" right after sending the message to the customer.
currenty I have to click on the status "waiting for support" and select "waiting for customer, to change the status.
We already have this kind of transition in another workflow but we cant reporoduce it, and we cant tell why this is working like that:
If I click on"reply to customer" next to "internal note" the status field changes via a kind of automation ( run as my colleague):
But there is no rule or what ever within the workflow... where is it coming from?
We dont have an active automation in this project oder a global automation or sth. so it is sth within the workflow, isnt it?
Or is it coming from this:
I copied these Properties into another workflow and it didnt work..
Can someone pls help me?
This is already solved.. it is because of a translation issue.
we have an automation within the "legacy automation" which is changing these status.
But if you work on it in german, "legacy automation" is translated in: "ealier automation site".
so I didnt check that, I thought this would be like a view of an older automation version or sth...
One thing to keep in mind is that by transitioning the issue as described then you lose (?) the ability to respond to the customer with FYI info while retaining ownership of the issue with the agent. In my implementation I like to have two means of responding to the customer one that will transition the issue to waiting for customer because I need something from them and one where I simply want to share info with them. However that is just my scenario and obviously it may not apply to you.