In this workflow, you'll learn how to use tags and triggers to automatically route tickets from specific end users to a specific. A user with administrator permissions can complete this workflow.
The workflow includes the steps below:
Step 1: Create a user tag
Tag the user whose tickets need to be auto-assigned with a unique tag in their profile. You can find the end user on the Customers page in Support.
Step 2: Create a trigger
To create this trigger
- Create a new trigger.
- Under Meet ALL of the following conditions, add these conditions:
- Object > Ticket > Ticket | Is | Created
-
Object > Ticket > Tags | Contains at least one of the following |
your_unique_tag
- Under Actions, add:
-
Object > Ticket > Assignee |
your_agent_name
-
Object > Ticket > Assignee |
- Click Create