Last Updated: January 21, 2021

This action can be used if you want to automatically move a ticket to another lane after meeting the set rules and condition in the configuration.

PREREQUISITE

Before we can configure an automation, the first thing that we need to do is to build a form.

Sample Fields:

- Leave Type
- Start Date
- Length of Leave
- Reason



CONFIGURING THE AUTOMATION

1. RULE TRIGGERS:

- On Status Assigned (✓)
- On Ticket Rejected
- On External Call

2. CONFIGURATION

- RULES (Configure your own rules)

Example:

Property Origin: (Form Value ➜ From Form ) Leave Type
Condition: Equal (=)
Operand Origin: (Input) Vacation Leave

- ACTION (Move ticket to Another Lane)

Select a Lane: refers to the lane where the ticket will be moved.
Select Lane Status: refers to what will become the status (Approve, Reject, In Progress) after the ticket has been moved.

Rule

Action

Once you publish the workflow and a request was made using this form, the ticket will be automatically moved to the defined lane and its status will change, if the data entered in the Leave Type field is Vacation Leave.

RELATED ARTICLE(S):
Configuring the Automation Layer

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