Is it possible to create a secondary ticket depending the answer from a list that a user selects when raising a request?
Solved
Automatically create 2nd ticket
Best answer by alin.lupascu
Hi
We can use the workflow here to achieve this - keep in mind that the workflows are not available for Incidents however we can do Request, Changes or Problems.
The key is to use Workflow Notifications: That you attach to an Action Item that is conditioned by the user selection.
If you can approach your Account Manager - Iβd be happy to assist you with this. If not, you can write down how youβd like this to work and I can do a mock-up.
I will need some more details about the process that you would like to implement. For the moment you can submit an incident and after this you can submit a new one. If you want to submit 2 incident in the same time, but one of them to depend of the answer from a list, this is not possible for the moment.
+1Hi
We can use the workflow here to achieve this - keep in mind that the workflows are not available for Incidents however we can do Request, Changes or Problems.
The key is to use Workflow Notifications: That you attach to an Action Item that is conditioned by the user selection.
If you can approach your Account Manager - Iβd be happy to assist you with this. If not, you can write down how youβd like this to work and I can do a mock-up.
Ioana Gotca wrote:
I will need some more details about the process that you would like to implement. For the moment you can submit an incident and after this you can submit a new one. If you want to submit 2 incident in the same time, but one of them to depend of the answer from a list, this is not possible for the moment.
Think you have already answered this with the second part of your response but was hoping to raise a second request depending on the users initial answers from a list.
alin.lupascu wrote:
Hi
We can use the workflow here to achieve this - keep in mind that the workflows are not available for Incidents however we can do Request, Changes or Problems.
The key is to use Workflow Notifications: That you attach to an Action Item that is conditioned by the user selection.
If you can approach your Account Manager - Iβd be happy to assist you with this. If not, you can write down how youβd like this to work and I can do a mock-up.
Hi Alin
The base is to automatically create a secondary request based on an answer the user gives in one of the list fields (a simple yes or no answer box). If possible to mock up, then that would be greatly appreciated.
+1Hi
Iβve created a short video guide on how to create a new Service Record using the workflows. You can access the video:
Passcode: @M1t$aBP
Do let me know if you have any questions.
hey
If your question is solved, please, mark the best answerπΊ
That will help over SysMates navigate better.
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