Automating Ticket Form Adjustments for Follow-Up Tickets
How can I automate ticket form adjustments for follow-up tickets in Zendesk?
To automate ticket form adjustments for follow-up tickets in Zendesk, you can use a combination of triggers. One trigger can add a tag based on the form used on the original ticket, and another can set the form based on that tag.
For example, if the original ticket form was 'Account Issue', you can add a tag like 'accountissueform'. Then, create another trigger that sets the form to 'Account Issue' if the tag 'accountissueform' is present. This ensures that follow-up tickets maintain the same form as the original ticket, allowing for consistent issue categorization and priority handling.
More related questions
How can I create a follow-up ticket for a closed ticket in Zendesk?
To create a follow-up ticket for a closed ticket in Zendesk, simply locate the closed ticket you want to follow up on. You can do this by searching for the ticket number, finding the requester, or creating a view for closed tickets. Once you have…
What information is carried over to a follow-up ticket in Zendesk?
When a follow-up ticket is created in Zendesk, it inherits most of the field values and properties from the original ticket. However, there are some exceptions. The follow-up ticket does not include comments, priority, type, group or assignee, and…
Can I change the assignee for a follow-up ticket in Zendesk?
By default, follow-up tickets in Zendesk do not retain the assignee from the original ticket. However, you can create a workflow using triggers and tags to assign follow-up tickets to the original ticket's assignee. This involves tagging tickets…
How do follow-up tickets work with email threads in Zendesk?
When an end-user replies to a closed ticket via email, a follow-up ticket is created, and the entire email thread is visible in the follow-up ticket. However, if an agent manually creates a follow-up ticket, the original ticket exchange is not…
Can I reset tags for follow-up tickets in Zendesk?
Yes, you can reset tags for follow-up tickets in Zendesk. By default, follow-up tickets inherit all tags from the original ticket. However, if you need to remove these tags, you can create a trigger that uses the 'Set Tags' option to replace all…
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