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New Idea

Set due dates based on custom fields

  • September 22, 2022
  • 1 reply
  • 98 views

kpatterson
Top Contributor ⭐
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On many of our Service Request types we have date fields the customer completes.  In some instances these fields indicate when work can start or when it must be completed by.  

We are looking for a way to leverage workflows to set the due date of tickets and tasks on those tickets based on the customer date field.

ex: Conference Setup request form asks the customer to specify start and end date of their event.

Tasks will be assigned to the agent for setup and for equipment breakdown.  The due dates should be possible to set via workflow that pulls the due dates from those fields on the Service Request as well as sets the due date for the entire ticket to the end date of the event.

1 reply

afautley
Top Contributor ⭐
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  • Top Contributor ⭐
  • October 21, 2022

This would be amazing!! 

Having the ability to set task due dates based on the service request form information would be smashing!