How can I create an automation that will send an email to a shared mailbox if issue is transition from Open to Done
If it's Done - Canceled or N/A > I don't want to send an email
Hi, @Christopher Rampola - what you're showing in your screenshot is a rule that will actually cause the issue to be transitioned to Done with a specific resolution. If you want a rule that only runs when a ticket is manually transitioned to Done with a resolution of Done, you'll need to use conditions to do that. It would look something like this.
This is an existing rule I have set up, so it's not exactly to your specs, but it shows the structure you'll need - a trigger of "when issue is transitioned" with whatever statuses you want included (in my case, it's when an issue is transitioned from any status to Closed; you would set Open to Done); an issue fields condition that checks to make sure the resolution is what you want it to be (in your case, Done); and an action - mine is Clone, yours would be Send Email.
Have you attempted setting up the Automation already and having an issue? It seems to me the trigger would be issue transitioned and condition would be Status equals done an action would be to issue email. If you have and can share an image of your current Automation That is not working maybe I can help the debug it for you.
I've created the automation already - When: Issue transitioned from Open to Done
When we set ticket to Done, we have a dropdown (Done, Canceled & N/A)
I wanted to send an email when ticket is transitioned from Open to Done and don't send an email when it's set to Done - Canceled and Done - N/A
>When we set ticket to Done, we have a dropdown (Done, Canceled & N/A)
Based on the screenshot in your first post, that dropdown is the Resolution field. What you're showing in this screenshot is Status. If you're looking to have an email sent if a ticket transitions from the Open status to the Done status with the Resolution choice of Done, but not send an email if the Resolution is Canceled or N/A, you need to have a condition that's checking for the Resolution value, as indicated in my previous answer.
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