Question
How do I set up a trigger to automatically tag and pre-fill a custom field in a ticket when a user indicates an article resolves their issue?
Answer
To create a trigger that automatically sets the value of a custom field or tags a ticket when an article resolves a user's issue, follow the steps below:
- Create a custom drop-down field with each of its values as your resolution types.
- Add that newly created field to your current ticket form.
- Create triggers for each of your resolution types.
In each of your triggers, set the following conditions below Meet ALL of the following conditions:
- Ticket > Ticket | Is | Updated
-
Ticket > Ticket | Tags | Contains at least one of the following |
example_resolved_tag
- Ticket > Ticket | Subject text | Contains at least one of the following words | Add specific keywords related to the resolution
Replace example_resolved_tag
with the tag that indicates a resolution has been reached through the help article.
Set these Actions:
-
Ticket > Ticket | Add tags |
example_resolution_tag
- Ticket > Ticket | Select your custom resolution field | Select the value of your resolution type
Replace example_resolution_tag
with the tag you want to use for tracking the resolution.