Question
Can I restrict a ticket form so that it can only be used by agents in a specific group?
Answer
There is no way to restrict the ticket form to a group, or set of groups.
Alternatively, create a trigger to identify any ticket update where an assignee attempts to use a ticket form which they are not allowed, based on their group.
Use this same logic can to prevent agents from using a ticket form that belongs to a different brand. In this case, each brand would be supported by a specified group and these groups would then be restricted to specific brand's forms.
For more information on ticket forms, see the article: Creating ticket forms to support multiple requests types.
To create this workflow
- Create a new trigger
- Add the following conditions under Meet ALL of the following conditions:
- Ticket: Group | (agent's group)
- Ticket: Form | (form name)
- Add the following conditions under Meet ANY of the following conditions:
- Ticket | is | Created
- Ticket | is | Updated
- Add the following actions under Actions:
- Form | (default form)
- Email user | (assignee)
- Form | (default form)
In the body of the email notification, inform the assignee that they cannot use the selected form.
For more information on creating and managing triggers, see the article: Creating and managing triggers for ticket updates and notifications.
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