Automatically assign organisation to ticket

Hi All,

I need help in setting up a rule that automatically assigns the organization of the user that is rasing the ticket. I need it so if we raise a ticket for the customer or the customers raises a ticket through the portal it will automatically assign the organization to the ticket.






2 answers

0 vote
Nick Menere Community Champion Jul 26, 2017

Hey Kirk,

The organization is a tricky field and we don't offer full support for this yet. It is possible to hardcode the value but we can't set it dynamically yet.

To hard code the value you need to set the advanced section in the edit actions:

{ "fields": { "Organizations": [1] } }

This will set it to the org with the id of 1.

If you only have a handful of orgs it may be possible to create a rule per org and use conditions to determine when to set that particular org. 

Sorry we don't have a great story around this yet but it is defintely coming.



Thanks Nick ill give that ago.



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