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Replies posted by coveyco

2 Replies

P
Skilled Expert
patricksawyerSkilled Expert
asked in Ticket & Workflow Management

Supervisor to modify custom field & Workflow that triggers off that change - It's not working, and looking for suggestions

You can do this. I did this 2 weeks ago for a client. I achieved it by the following:Creating a custom field, mine was called ‘workflow step’ on my form. In my example I was going from step 1 to step 2. Create a supervisor rule that modified the workflow step to change from step 1 to step 2 based on a rule. **One thing which may be hanging you up is knowing that supervisor rules run each hour.**  Create a workflow where the event trigger is ‘workflow step’ updated from any to step 2.Give this a try.Dustin

3
P
Skilled Expert
3 years ago
J
Contributor
JoeSuarezContributor
asked in Ticket & Workflow Management

Send Email functionality in Workflow Automator Action

It sounds like this is for a specific service item type. If so you would achieve this by the following steps:Add the action “sent email to” Select Insert Placeholders Select Service Request from the listing Then in the “search by service item” field type the name of your service item. You will then see the fields from that service item that can be added to the body.

1
coveyco
Community Debut
3 years ago

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