Question 

Follow-up tickets inherit all the original ticket data, including all custom ticket fields and ticket tags. How can I reset drop-down field values for follow-up tickets?

Answer

Drop-down field options and checkbox fields are directly connected to their assigned tag. For example, in the image below, the option "Red" is connected to thecolor_red tag. If a ticket has the field tag applied, the field value is updated accordingly.

If your closed ticket had "Red" selected for this drop-down field, the color_red tag was applied to that ticket when it moved to closed. The follow-up ticket inherited this tag, so its drop-down ticket field is pre-populated upon creation.

You cannot clear numeric ticket fields, decimal ticket fields, single line, and multi-line text fields upon follow-up ticket creation. However, you can reset the ticket fields that link to ticket tags, drop-down, and checkbox fields through a trigger that replaces the previous tag value of the custom fields. 

To create the trigger

  1. Create a trigger
  2. Add the conditions below under Meet ALL of the following conditions
    • Object > Ticket > Ticket | Is | Created
    • Object > Ticket > Channel | Is | Closed ticket
  3. Under Actions, add:
    • Object > Ticket > Set tags | follow_up
  4. Click Create trigger

Reset tags from closed tickets with a trigger.png

This action removes all the tags from the ticket and replaces them with the tag follow_up to clear out the previous field values. For more details, see the article: Understanding tags and ticket fields.

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