Automation#29 Retain ticket status on moved tickets
Hello Everyone,
Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions!
Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving between departments.
For instance, when the support team received a device, the ticket status changed from "Device Received" to "Servicing." However, when the ticket was transferred to the Engineering team for complex issues, it defaulted back to "Device Received," making it difficult for engineers to track the actual progress. This led to confusion and delays.
To overcome this, Zylker Techfix needed a way to retain ticket status across departments. This week’s custom function provided the perfect solution!
Now, ticket statuses remain unchanged when transferred between teams, ensuring clarity and smooth operations.
Follow these steps to configure your workflow rule and apply this solution seamlessly.
Prerequisites
1. Create a connection
1.1 Go to Setup(S) and choose Connections under Developer Space.
1.2 Click Create Connection.
1.3 Select Zoho Desk under Default Services.
1.4 Set the connection name as zohosupport.
1.5 Under Scope, choose the below scope values:
Desk.tickets.READ
1.7 Click Create and Connect.
1.8 Click Connect and click Accept.
Connection is created successfully.
Create a Workflow Rule
1. Go to Setup, choose Workflows under Automation.
2. Under Workflows, click Rules >> Create Rule.
In the Basic Information section,
3. Select Tickets from the drop-down menu under Module.
4. Enter a Rule Name and Description for the rule.
5. If you want to activate the rule right away, select the Active checkbox. Else, create the rule and activate it later.
6. Click Next.
In the Execute on section, follow these steps:
7. Select Create.
8. Click Next.
9. In the Criteria section, add criteria if required. Click Next.
10. In the Actions section, click the + icon and select New next to Custom Functions.
11. Enter a Name and Description for the custom function. Choose Tickets under Module.
12. Under Argument Mapping, give a desired Method Name. Map the arguments as below:
12.1 In the Argument Name field, type ticketID and select Ticket Id under the Tickets Section.
12.1 In the Argument Name field, type ticketID and select Ticket Id under the Tickets Section.
13. In the script window, insert the Custom Function given below:
- //----custom inputs------//
- OrgId = ""; //Enter Org Id
- // ----- Initial Configs -----
- logs = Map();
- logs.put("ticketId",ticketID);
- //---------------------------
- try
- {
- getTicketHistory = invokeurl
- [
- url :deskURL+"/api/v1/tickets/" + ticketID + "/History?limit=50"
- type :GET
- connection:"zohosupport"
- ];
- ticketHistory = getTicketHistory.get("data");
- previousDepartmentName = "";
- status = "Open";
- i = 0;
- moved = "false";
- for each history in ticketHistory
- {
- if(history.get("eventName").toString().equalsIgnoreCase("TicketUpdated"))
- {
- for each event in history.get("eventInfo")
- {
- if(event.get("propertyName") == "Department")
- {
- historychanges = event.get("propertyValue");
- previousDepartmentName = historychanges.get("previousValue").get("id");
- i = i + 1;
- moved = "true";
- }
- if(event.get("propertyName") == "Status")
- {
- historychanges = event.get("propertyValue");
- status = historychanges.get("previousValue");
- i = i + 1;
- }
- if(i == 3)
- {
- break;
- }
- }
- if(moved == "true")
- {
- break;
- }
- }
- }
- info previousDepartmentName;
- info status;
- if(previousDepartmentName != "")
- {
- updateTicket = zoho.desk.update(OrgId,"tickets",ticketID,{"status":status});
- info updateTicket;
- }
- }
- catch (errorInfo)
- {
- logs.put("errorInfo",errorInfo);
- }
- info "logs: \n" + logs;
- if(logs.containKey("errorInfo"))
- {
- throws "Error happen in the CF execution";
- }
NOTE
a. In Line 2, Replace ".com" with the domain extension based on your Data Center.
b. In Line 3, Enter your Org ID within "".
14. Click Save to save the custom function.
15. Click Save again to save the workflow.
Important Note
This custom function will not apply if the destination department has blueprint enabled for all records.
Ensure that the workflow rule is set in all departments where you want the tickets to be moved.
The ticket status will be retained only if the same status is available in both the departments.
ZylkerTechfix found this solution helpful in ensuring smooth operations while keeping customers a priority.
Share your experience on how this custom function has helped you!
Regards,
Lydia | Zoho Desk
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