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New Idea

Add 'Merge' related Events, Conditions and Actions To The Workflow Automator

Related products:Freshservice
  • August 12, 2024
  • 2 replies
  • 113 views

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As per the title; it would be nice to have the option to set up a Workflow based on the various activities involved in Merging tickets.  You can sort of do this now but it requires a lot of wasteful JSON filtering and submitting API requests.

Example use cases:

  • Automatically add the Watchers from ticket B (that has been merged in to the other) to ticket A
  • Setup an Email notification rule to advise a Requester that their ticket has been merged with someone else’s
  • Notify a Department head when a single Merge action has resulted in X amount of Tickets being combined

I’m sure there might be better use cases than I’ve come up with here but hopefully what I’ve said here makes sense.

2 replies

Peter Helto
Top Contributor ⭐
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  • Top Contributor ⭐
  • October 11, 2024

Definitely need this.  Here are a few more things I need to be able to do:

  • Add all requesters as CC to primary merge ticket
  • carry over associated Assets to primary ticket
  • Carry over impacted services,  to primary ticket

  • Community Debut
  • May 15, 2025

The biggest issue for us is our Requesters receiving default messages that their ticket is closed, instead of it being merged into another ticket. So they email in to say it’s not closed which creates a new ticket and so it continues! 

Ideal situation would be to change the default message that is sent out for a secondary ticket when that ticket is merged. But everything said above just makes sense to ensuring the best Agent & Requester Experience.