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is there any way to create a workflow that checks if all tasks on a service request are closed and if so, close the ticket?

Hi @JTAVOLARO 

 

Greetings from the Freshworks community!

 

We can create a ticket updates service task automation rule to close a parent ticket when a service task is closed. Please navigate to Admin → Automations → Service tasks → Service task updates → New rule. Below is the screenshot of a sample rule.

u8rjOxGnUPbcBo2Jo45pMHpswDV-cSQ9TNs6HxssCqXXnDqT5epHmLzrVNyWT7U2ZZuJMZxQyJ9bQ1LNHNEj88GiIRb78E87BRqPNnb7A_oyNz3rjqEFPLluNaMGum8w3U58116E-_rc6ocEUpnvpMCn-RULXoCOzHvfbstg7wNVUHPUA-ji89FFk-4Zyg

 

Feel free to drop a note here incase of further queries.


Hi @JTAVOLARO 

 

Greetings from the Freshworks community!

 

We can create a ticket updates service task automation rule to close a parent ticket when a service task is closed. Please navigate to Admin → Automations → Service tasks → Service task updates → New rule. Below is the screenshot of a sample rule.

u8rjOxGnUPbcBo2Jo45pMHpswDV-cSQ9TNs6HxssCqXXnDqT5epHmLzrVNyWT7U2ZZuJMZxQyJ9bQ1LNHNEj88GiIRb78E87BRqPNnb7A_oyNz3rjqEFPLluNaMGum8w3U58116E-_rc6ocEUpnvpMCn-RULXoCOzHvfbstg7wNVUHPUA-ji89FFk-4Zyg

 

Feel free to drop a note here incase of further queries.

How do you set the condition that ALL tasks must be set to completed?  This seems to only be ANY task marked to stus completed.


is there any way to create a workflow that checks if all tasks on a service request are closed and if so, close the ticket?

i agree, this works with a single task, but not with multiple tasks assigned to a ticket. i could not find a way yet either how to check for ALL tasks to be closed before resolving a ticket.


I’m looking to do something similar with Changes. I’d like to move the Change to the next status if all Tasks are completed.


Was anyone able to get a workflow to check all the tasks on a ticket by chance?


I am looking for the same thing. I need the workflow to see that ALL associated tasks for a parent SR are completed, then resolve the ticket.


I have a scenario where 7 tasks are created for the SR/INC that must be completed, some could take weeks.   I created an Automation that runs anytime a TASK is updated.  It has a condition check for each TASK (by Task name) to see if the TASK Status is Completed, if YES it moves to the next until all 7 are completed, they do not have to be completed in order.  Then sets the Parent ticket status to RESOLVED.  

However, I must be missing something because I can’t seem to get it to execute correctly. 

Could it be related to creating the automation in 1 workspace and not in the Global Workspace?

 


I was able to meet the needs of my scenario in a functional, albeit not pretty method.  

I created several hidden fields, 1 for each of the Tasks I needed closed, then in the workflow automation checked the value of each hidden field reflecting the setting that the task was complete.  If all were marked as completed it set the status to Resolved.  If not, all were completed then had a condition box for task, if the TASK Status was closed and the hidden field for that task was marked completed move to the next decision box.  if the Task status was completed but the hidden field was not complete, change the value to indicate completed.  Did this for each of the Tasks that needed to be completed until all marked as completed. 

Not pretty but it worked. 


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