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Chaser emails to end users


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I am trying to set up our service desk wherby if we put a ricket status ”On Hold - Waiting end user” it will send an automatic email to them every X days asking them to get in touch. Then on the X day, the ticket will close automatically. 

 

 

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18 replies

Daniel Söderlund
Skilled Expert
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Hello, 

You need to use the Supervisor Rules. 

To set up a third strike sequence you need to use a ticket custom field, a checkbox or drop down field in the in condition. 

 

//Daniel


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  • Skilled Expert
  • 46 replies
  • November 15, 2023

indeed 3 supervisor rules will do the trick

here is an example of our first trigger

this is linked to a workflow that sends coms to the end user in there language and resolves it after no reply from the last strike rule

 


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  • Skilled Expert
  • 46 replies
  • November 15, 2023

example of the workflow (scheduled linked to this)


Daniel Söderlund
Skilled Expert
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That is a nice combo


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  • Top Contributor
  • 7 replies
  • December 21, 2023
Daniel Söderlund wrote:

Hello, 

You need to use the Supervisor Rules. 

To set up a third strike sequence you need to use a ticket custom field, a checkbox or drop down field in the in condition. 

 

//Daniel

Hi Daniel, Afraid we tried that and it sends an email every hour…. despite using the hours since etc


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  • 7 replies
  • December 21, 2023
BartVB wrote:

example of the workflow (scheduled linked to this)

We had something like this with a timer saying hours since it went into that status, In the end it would send 3 lots of them. Can't get this to work at all.


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  • Skilled Expert
  • 46 replies
  • February 16, 2024
aaron_jhg wrote:
BartVB wrote:

example of the workflow (scheduled linked to this)

We had something like this with a timer saying hours since it went into that status, In the end it would send 3 lots of them. Can't get this to work at all.

 

Sorry late reply,

you need to create a field in the ticket from 

then with the sheguald workflow, you make the system jump from on strike to another, after the last strike is given, the ticket can be resolved


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  • Skilled Expert
  • 46 replies
  • February 16, 2024

so ticket is set in a status, Supervisor Rules checks that status and runs, setting field to firts strike, a second Supervisor Rule checks after a period, setting field to 2end strike, a 3de Supervisor Rule sets the field to final strike and the workflow for mailing kicks in


Daniel Söderlund
Skilled Expert
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aaron_jhg wrote:
Daniel Söderlund wrote:

Hello, 

You need to use the Supervisor Rules. 

To set up a third strike sequence you need to use a ticket custom field, a checkbox or drop down field in the in condition. 

 

//Daniel

Hi Daniel, Afraid we tried that and it sends an email every hour…. despite using the hours since etc

as @BartVB  say you need custom field or tag that you set after the first e-mail is sent out ( in the same rule/action ). This prevent the rule to run again. 


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  • Contributor
  • 10 replies
  • July 26, 2024

So you have three supervisor rules set up for each strike, and a worflow for each, am I understanding that correctly?


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  • 10 replies
  • July 26, 2024

Follow up question, is this set up in the specific workspace or the Global settings?


Daniel Söderlund
Skilled Expert
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amau5 wrote:

Follow up question, is this set up in the specific workspace or the Global settings?

You don’t need a workflow but yes, you need 3/4 rules. 
Each rule change a dropdown field or check box saying it has sent out a e-mail.

Hours is how long you like to wait and if you want wait for  4th rule it’s up to you. 
If you don’t have the dropdown every rule will continue run every 30 min. 


Strike = dropdown field

rule1 
Pending since hours 24 
Strike  = not set 
Action 
Send out e-mail 
Set Strike to 1

rule2 
Pending since hours 48 
Strike  = 1
Action 
Send out e-mail 
Set Strike to 2

rule3 
Pending since hours 72 
Strike  = 2
Action 
Send out e-mail 
Set Strike to 3

Rule4
Pending since hours 96 
Strike  = 3
Resolve ticket
Tag Resolved 3rd strike


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  • 10 replies
  • July 30, 2024
Daniel Söderlund wrote:
amau5 wrote:

Follow up question, is this set up in the specific workspace or the Global settings?

You don’t need a workflow but yes, you need 3/4 rules. 
Each rule change a dropdown field or check box saying it has sent out a e-mail.

Hours is how long you like to wait and if you want wait for  4th rule it’s up to you. 
If you don’t have the dropdown every rule will continue run every 30 min. 


Strike = dropdown field

rule1 
Pending since hours 24 
Strike  = not set 
Action 
Send out e-mail 
Set Strike to 1

rule2 
Pending since hours 48 
Strike  = 1
Action 
Send out e-mail 
Set Strike to 2

rule3 
Pending since hours 72 
Strike  = 2
Action 
Send out e-mail 
Set Strike to 3

Rule4
Pending since hours 96 
Strike  = 3
Resolve ticket
Tag Resolved 3rd strike

 

Does this keep the rule from running more than once, or just a check that it did run before ticket is closed?


Daniel Söderlund
Skilled Expert
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amau5 wrote:
Daniel Söderlund wrote:
amau5 wrote:

Follow up question, is this set up in the specific workspace or the Global settings?

You don’t need a workflow but yes, you need 3/4 rules. 
Each rule change a dropdown field or check box saying it has sent out a e-mail.

Hours is how long you like to wait and if you want wait for  4th rule it’s up to you. 
If you don’t have the dropdown every rule will continue run every 30 min. 


Strike = dropdown field

rule1 
Pending since hours 24 
Strike  = not set 
Action 
Send out e-mail 
Set Strike to 1

rule2 
Pending since hours 48 
Strike  = 1
Action 
Send out e-mail 
Set Strike to 2

rule3 
Pending since hours 72 
Strike  = 2
Action 
Send out e-mail 
Set Strike to 3

Rule4
Pending since hours 96 
Strike  = 3
Resolve ticket
Tag Resolved 3rd strike

 

Does this keep the rule from running more than once, or just a check that it did run before ticket is closed?

It prevents the rule to run again. 


Daniel Söderlund
Skilled Expert
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fahad89 wrote:

Hi aaron_ihg!

Welcome to the forums,

This is a great idea for streamlining the service desk process! Automating follow-up emails and closing tickets after a certain period ensures that issues are resolved in a timely manner and keeps the workflow efficient. Looking forward to seeing this feature implemented!

It’s there already, things like this you need to build your self. If you add it as a idea maybe it’s added a native function. 


Daniel Söderlund
Skilled Expert
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amau5 wrote:

Follow up question, is this set up in the specific workspace or the Global settings?

I would set it up in global, less work to maintain. 


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  • Contributor
  • 10 replies
  • October 8, 2024
Daniel Söderlund wrote:
amau5 wrote:
Daniel Söderlund wrote:
amau5 wrote:

Follow up question, is this set up in the specific workspace or the Global settings?

You don’t need a workflow but yes, you need 3/4 rules. 
Each rule change a dropdown field or check box saying it has sent out a e-mail.

Hours is how long you like to wait and if you want wait for  4th rule it’s up to you. 
If you don’t have the dropdown every rule will continue run every 30 min. 


Strike = dropdown field

rule1 
Pending since hours 24 
Strike  = not set 
Action 
Send out e-mail 
Set Strike to 1

rule2 
Pending since hours 48 
Strike  = 1
Action 
Send out e-mail 
Set Strike to 2

rule3 
Pending since hours 72 
Strike  = 2
Action 
Send out e-mail 
Set Strike to 3

Rule4
Pending since hours 96 
Strike  = 3
Resolve ticket
Tag Resolved 3rd strike

 

Does this keep the rule from running more than once, or just a check that it did run before ticket is closed?

It prevents the rule to run again. 

Thanks for this! Another question since I’m just getting back to this. Is there a way to do this so the timer resets if someone does reply? For example: user responds after the first strike email, but then they stop responding again.


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  • Contributor
  • 10 replies
  • October 8, 2024
BartVB wrote:
aaron_jhg wrote:
BartVB wrote:

example of the workflow (scheduled linked to this)

We had something like this with a timer saying hours since it went into that status, In the end it would send 3 lots of them. Can't get this to work at all.

 

Sorry late reply,

you need to create a field in the ticket from 

then with the sheguald workflow, you make the system jump from on strike to another, after the last strike is given, the ticket can be resolved

I just replied to another poster in this thread because I want to essentially “reset” the timer on the notifications if someone replies, then stops again at some point in this sequence. Did your timed workflows accomplish that? 


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