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Allow ticket workflows to assign tasks

Related products:Freshservice
  • March 30, 2023
  • 7 replies
  • 112 views

kpatterson
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We have workflows that add lists of tasks on specific tickets.  We would like the ability, via a workflow, to have those tasks assign to the agent that picks up the ticket.  Currently there only option in Ticket workflows for task assignment is by statically selecting a specific agent.

7 replies

Preethi S
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  • Community Debut
  • April 21, 2023

Hi @kpatterson 

 

Thank you for reaching out!

 

Please make use of the Workflow automator and apply it on Tasks module. 

 

  • Event - Task is created
  • Condition - Please give some logic here for ticket assignment (based on groups/task category)
  • Action - Assign to agent/Assign to group

Thanks :) 


Daniel Söderlund
Top Contributor ⭐
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Hello, 

Only solution I can see is to create the Tasks using API when it’s picked up by the agent.
To prevent it happens again I would recommend using a tag as an condition. 


Daniel Söderlund
Top Contributor ⭐
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Will be a set of API calls also. Is this to often it can be a issue with API rate limits. 


Daniel Söderlund
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But it would be better if the assign agent/group could be set using a placeholder. 


  • Community Debut
  • July 7, 2023

Hi @kpatterson 

 

Thank you for reaching out!

 

Please make use of the Workflow automator and apply it on Tasks module. 

 

  • Event - Task is created
  • Condition - Please give some logic here for ticket assignment (based on groups/task category)
  • Action - Assign to agent/Assign to group

Thanks :) 

Hello,

 

I am looking into this for the same reason as @kpatterson. We would like to have any ticket or subtask assigned to the first responder. 

 

When looking over @Preethi S’s notes I do not see a “Task module” in the workflow automator. Within an actions node we can apply these to these on the following: “Ticket”, “Associated Child Tickets”, “Associated Successor Tickets".

 

Thank you for any insight to this topic!


Daniel Söderlund
Top Contributor ⭐
Forum|alt.badge.img+14

Hi @kpatterson 

 

Thank you for reaching out!

 

Please make use of the Workflow automator and apply it on Tasks module. 

 

  • Event - Task is created
  • Condition - Please give some logic here for ticket assignment (based on groups/task category)
  • Action - Assign to agent/Assign to group

Thanks :) 

Hello,

 

I am looking into this for the same reason as @kpatterson. We would like to have any ticket or subtask assigned to the first responder. 

 

When looking over @Preethi S’s notes I do not see a “Task module” in the workflow automator. Within an actions node we can apply these to these on the following: “Ticket”, “Associated Child Tickets”, “Associated Successor Tickets".

 

Thank you for any insight to this topic!

 

When you create a new workflow you can select the module 

 

 

 

Found this Hmm, but it’s when the task is created. I guess you create the tasks on ticket is created. 

 


  • Community Debut
  • August 10, 2023

Hi @kpatterson 

 

Thank you for reaching out!

 

Please make use of the Workflow automator and apply it on Tasks module. 

 

  • Event - Task is created
  • Condition - Please give some logic here for ticket assignment (based on groups/task category)
  • Action - Assign to agent/Assign to group

Thanks :) 

Hello,

 

I am looking into this for the same reason as @kpatterson. We would like to have any ticket or subtask assigned to the first responder. 

 

When looking over @Preethi S’s notes I do not see a “Task module” in the workflow automator. Within an actions node we can apply these to these on the following: “Ticket”, “Associated Child Tickets”, “Associated Successor Tickets".

 

Thank you for any insight to this topic!

 

When you create a new workflow you can select the module 

 

 

 

Found this Hmm, but it’s when the task is created. I guess you create the tasks on ticket is created. 

 

Thank you for the response. I was able to navigate to this trigger. But as you noticed, I am not sure this will work as we are needing. I would like to have the trigger be a ticket being assigned, then a check if there is an unassigned task, if so assign to the agent in the trigger.

 

From here, the trigger option is related to the task being assigned not the ticket being assigned.