Check membership organization in automation rule

Kris Dewachter
Community Leader
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January 16, 2025

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 :

Screenshot 2025-01-16 at 11.40.53.png

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

Screenshot 2025-01-16 at 11.42.06.png

 

Does anyone know how to get this working correctly ?

Thanks in advance,

Best regards,

Kris

 

 

 

1 answer

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Marc - Devoteam
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January 16, 2025

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}}

 

Kris Dewachter
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
January 16, 2025

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
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January 16, 2025

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 

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