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Creating a custom rule that will only be triggered when a specific request type is created via email

Joseph Obafemi March 23, 2023

I want to create a custom rule that will only be trigged when a specific term is being used in a email request. 

For example: 

We have a email request , where the user is asking for a ticket / pass upgrade in the text of the email 

Will I be able to do the following:

  • Automatically assign to the the specific agent 
  • Respond with the necessary link to submit a upgrade link 

 

 

1 answer

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Mikael Sandberg
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 23, 2023

Yes, and it is pretty straight forward to do. All you need to do is use the if/else condition and see if description contains the word you are looking for and if that is the case, assign it to the specific agent and add a comment with the link, or send an email with it. Have a look at this thread with a similar question.

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