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How to link two tickets based on matching custom fields

Morgan Manns April 30, 2024

Hello friends,

I am trying to create an automation rule that links two new hire tickets (HR ticket and manager ticket) based on 3 custom fields matching between the two tickets. The custom fields are First Name, Last Name and Start Date. 

I've researched quite a bit, but can't find the information I need to run what I'm trying to do. Here is my rule so far (it may be completely wrong, I am open to new ways of creating the logic. Also, I am aware the start date custom field is not in the rule right now. I figured I would add it when I got an idea of how to create the rule using first name and last name only first.)

Screenshot 2024-04-30 at 1.15.43 PM.png

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