Summary: ◀▼
You can configure follow-up tickets to copy the original ticket's group and assignee, ensuring continuity in ticket handling. If the original group or assignee becomes invalid, system ticket rules assign the follow-up ticket appropriately. This feature helps maintain consistent assignment and group management for follow-up tickets created from closed ones, improving workflow and accountability in support processes.
Any response to a closed ticket from any channel automatically creates a follow-up ticket.
This creates a new ticket that references the closed ticket and pulls most data from the original, closed ticket into the new, follow-up ticket (see Understanding follow-up tickets).
By default, the group and assignee are not copied to the follow-up ticket. Admins can decide whether the group and assignee are copied from the original ticket to the follow-up ticket.
- In Admin Center, click
Objects and rules in the sidebar, then select Tickets > Settings. - Click Assignments and notifications to expand it.
- Select Copy original assignee and group to follow-up
ticket.
When this option is selected, the Assignee field appears blank on the follow-up ticket, but upon submission, the ticket is assigned to the assignee of the original closed ticket.
- Click Save.
If you need to turn this setting off after turning it on, deselect the setting and save your changes.
Understanding follow up tickets when the original group or assignee is invalid
There might be scenarios where the original group or assignee becomes invalid during the time between the ticket closing and the follow-up ticket being created. A group becomes invalid when it's deleted. An assignee becomes invalid if they're no longer part of the assigned group, have been demoted to an end user, or have been removed from your account.
- If the original group is invalid, Zendesk uses the system ticket rules to determine the follow-up ticket’s group and assignee.
- If the original group exists but the assignee is invalid, Zendesk copies the original group on the follow-up ticket and uses the system ticket rules to determine the assignee.
- If both the group and the assignee are invalid when a follow-up ticket is created, Zendesk uses the system ticket rules to determine the group and the assignee.
See About system ticket rules to learn more.