Automation conditions and actions reference

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12 Comments

  • Amber Barnes

    Will automations ever be brought up to par with triggers? The automation build page is archaic. Not being able to search for the conditions/actions is so difficult, especially when you have a lot of custom ticket fields like my company.  I just spent 10 minutes building a trigger that should have took me 1 because of having to comb through the drop-down list. 

    1
  • Gavin

    I'm building an automation that requires Ticket: Assignee Is (—).

    Per the above documentation, this should work.  However even copy/pasting "(—)" into the dropdown returns "Sorry, no results found."  How can I work around this?

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  • Luke

    The same thing happened on my account @... - it looks like once you have a high amount of agents you would want to click the "### other results. Try refining your search." option at the bottom of the drop-down menu, which fills the field with "-"

    Not exactly intuitive design, but hopefully it works. Waiting for a test ticket to run its course as a confirmation

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  • Gavin

    @... Yep, that worked.  The option I had to click on said, "99 other results.  Try refining your search."  Simply clicking that populated the field with -

    This is such a bizarre UI decision, I'm sure it's an oversight. 

    Thanks for the tip!

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  • Mark Leci

    for anyone who's wondering, the 'hours since open/pending' automations are based on continuous hours. Changing the status to open if it was pending resets the counter. We use this internally to bring tickets back into open status for proactive work after x days in pending, which would never work if the counter was looking at total open/pending hours. 

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  • Patrick

    The guide for how Ticket Channels are defined across zendesk links to a hidden/removed page.

    This part;

    For a list of the available ticket channels, see How are ticket channels defined across Zendesk?

    Please fix this.

    0
  • Dave Dyson
    Zendesk Community Manager

    Thanks for the heads-up, Patrick! I'll alert our documentation team.

    1
  • Amy Malka
    Zendesk Documentation Team

    Hi Patrick! Thanks for letting us know about that. I've made a slight update to this part of the article.

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  • Mattia

    Hi! I see it's possible to write automation rules based on whether a date parameter "is within the previous" number of days. Is it also possible to write the opposite somehow? (i.e. "is NOT within the previous" number of days). 

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  • Sabra
    Zendesk Customer Care

    Hey @...! Currently, there is not an option for "is NOT within the previous" for date conditions.

    I encourage you to create a new post in the Support Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.

    Specific examples, details about impact, and how you currently handle things are helpful for our product teams to understand the full scope of the need when working on solutions.

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  • Suhan Li

    We need to have all unsigned tickets auto-assigned to an agent at a certain time, e.g., at 16:30 at the day. I searched event created a trigger or automation by applying today() function but don't find a way.

    Any suggestion?  

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  • DJ Buenavista Jr.
    Zendesk Customer Care
    Hi Suhan,
     
    Thank you for reaching out to Zendesk Support.
     
    In regards to your concern, automation runs every hour on all your tickets that are not closed. If you're looking to auto-assign all of your open tickets to a specific agent, you can have a similar setup for automation: 
     

     
     
    You cannot set a specific time since automation only runs every hour. There's an option as well for a condition, Ticket: Hours since created. It would depend on your workflow. You can check all the available conditions once you go to the automation. 
     
    You can also check our article, Automations resources and recipes for all the resources available for the creation of automation.
     
    Thank you and have a wonderful day ahead!
     
     
    Kind regards,
    0

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