Hi, I am using the employee onboarding/offboarding and in Offboarding I have a custom checkbox field called “Send Hardware Offboarding Email” and I would like an automation that triggers once the ticket for ‘Reclaim assets’ has been logged in the system AND the checkbox is checked to send an email to the employee with instructions to send back their hardware. In automator I seem to only get so far and cannot lookup fields e.g.:Event: Ticket is raised Condition: Source is Employee Offboarding Condition: Subject Contains ‘Reclaim Assets’ Condition: ?? (Here there should be a condition possibility for ‘Send .. email’ = True Action: Send email Any ideas how I can do this? The reason is that not all employees need a hardware offboarding email (e.g. if they are a freelancer, in an office or have already organised the return of their hardware). TIA

Question

Offboarding Module Automation from Field

14 days ago
March 31, 2025
2 replies
18 views

+2

HaiiloChristian
Contributor
5 replies

Hi,

I am using the employee onboarding/offboarding and in Offboarding I have a custom checkbox field called “Send Hardware Offboarding Email” and I would like an automation that triggers once the ticket for ‘Reclaim assets’ has been logged in the system AND the checkbox is checked to send an email to the employee with instructions to send back their hardware.

In automator I seem to only get so far and cannot lookup fields e.g.:

Event: Ticket is raised
Condition: Source is Employee Offboarding
Condition: Subject Contains ‘Reclaim Assets’
Condition: ?? (Here there should be a condition possibility for ‘Send .. email’ = True
Action: Send email

Any ideas how I can do this? The reason is that not all employees need a hardware offboarding email (e.g. if they are a freelancer, in an office or have already organised the return of their hardware).

TIA