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Question

Looking to automate Ticket behaviour

  • March 27, 2025
  • 1 reply
  • 24 views

Hello Everyone,

I want to have a workflow automation which should be used to do the following:

 

How we set it up :

On a Incident, we have WF Automator which will create a 2 Tasks when a new incident is created.

We have to rule that we will be able to close the incident if and only when we complete the tasks.

Tasks being: Root Cause Analysis and Resolution Steps

 

Problem :

Now, sometimes our end-users are creating SR’s as Incidents, then an agent will change it from Incident to Request, these Tasks doesn’t make any sense.

 

So while closing SR, we are marking the tasks completed.

 

Action :

Looking for a way to automate this, like when an agent changes the type of ticket from Incident to SR, the Tasks should be auto completed/deleted.

 

I’m looking for if there is a way, we can do like old.ticket_type =”Incident” and new.ticket_type=”SR” then mark the “task” = “closed”

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  • Contributor
  • 39 replies
  • March 30, 2025
ramgarimella wrote:

Hello Everyone,

I want to have a workflow automation which should be used to do the following:

 

How we set it up :

On a Incident, we have WF Automator which will create a 2 Tasks when a new incident is created.

We have to rule that we will be able to close the incident if and only when we complete the tasks.

Tasks being: Root Cause Analysis and Resolution Steps

 

Problem :

Now, sometimes our end-users are creating SR’s as Incidents, then an agent will change it from Incident to Request, these Tasks doesn’t make any sense.

 

So while closing SR, we are marking the tasks completed Advertising Producer.

 

Action :

Looking for a way to automate this, like when an agent changes the type of ticket from Incident to SR, the Tasks should be auto completed/deleted.

 

I’m looking for if there is a way, we can do like old.ticket_type =”Incident” and new.ticket_type=”SR” then mark the “task” = “closed”

Set up a workflow rule to trigger when the ticket type changes from Incident to Service Request (SR). Configure it to automatically mark the associated Root Cause Analysis and Resolution Steps tasks as Completed or Deleted. If your system supports scripting, use a condition like: if (old.ticket_type == "Incident" && new.ticket_type == "SR") then update related tasks to "Closed" Check your ticketing system’s automation settings (e.g., ServiceNow, Zendesk, Jira) to implement this efficiently.


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