Automation #16: Automate Ticket Reopening on Scheduled Timestamp

Hello Everyone!

This edition uncovers the option to schedule reopening a ticket automatically.

Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion. To efficiently follow up with its customers every month, Zylker Finance automatically reopens existing tickets on a specific date rather than creating new ones. This helps insurance agents ensure they do not miss any customer interactions.

Zylker Finance automates this process using a custom function in Schedules to ensure efficient tracking and operations management. Let's delve into the setup to understand the configurations.

Prerequisites

​

1. Create a custom date field in the Ticket layout.

Navigate to Setup >> Customization >> Layouts and Fields >> Choose the preferred department and select the layout to add a custom date field. Assign a Preferred Name to the Date Field.

Click on the gear icon of the custom date field and note the API name.

2. Fetch Department ID

To fetch department ID, go to Setup >> General >> Departments >> click on the preferred department. Go to the address bar and find the last number series in the URL; this is the department ID. Copy the ID appended in the URL and paste it into line 9 of the custom function for the departmentId value.  

3. Create a connection

3.1 Go to Setup >> Connections under Developer Space

3.2 Click Create Connection.
3.3 Select Zoho OAuth under Default Connection.
3.4 Give the connection name as deskconnection. 
3.5 Under Scope, include the below scopes

                  Desk.tickets.READ

                  Desk.search.READ

                  Desk.tickets.UPDATE

3.6 Click Create and Connect.
3.7 Click Connect and click Accept.

Connection is created successfully.

Create Schedules

1. Go to Setup >> Automation, choose Schedules.

2. Click on New Schedule in the top right corner. (Ensure that the correct department is selected.)

3. Give a preferred Name and Description for the Schedule.

4. Under Execute on, choose the preferred Date and Time for the schedule to begin execution. 

5. Under Repeat, choose the preferred frequency as Every Day. Under Ends, choose Never.

6. Under Functions, click on Create Function.

7. Give a Name and Description for the function. Paste the below custom function in the script window.

1. // ----<<<< User Inputs >>>>----
2. //Replace deskURL with the URL based on your DC
3. deskURL = "https://desk.zoho.com";
4.  
5. //Replace your custom date field's API Name
6. cfAPIName = "cf_action_date";
7.  
8. // Replace *********** with your department Id
9. departmentId = ***********;
10.  
11. // ----<<<< Initial Configs >>>>----
12. logs = Map();
13. ticketIdList = List();
14. currDate = now.toText("YYYY-MM-dd");
15.  
16. //---------------------------
17. try {
18.     // ---- start your logic from here ----
19. ticketSearch = invokeUrl
20. [
21. url : deskURL + "/api/v1/tickets/fieldSearch"
22. type : GET
23. parameters : { "from" : 0 , "limit" : 50 , "field1" : cfAPIName+":"+currDate,"departmentId":departmentId }
24. connection : "deskconnection"
25. ];
26. logs.insert("ticketSearch":ticketSearch);
27. 
    
28. if ( ticketSearch != null && ticketSearch != "" && ticketSearch.containsKey("data") && ticketSearch.get("data").size() > 0 )
29.     {
30. for each tkt in ticketSearch.get("data")
31.         {
32. ticketIdList.add(tkt.get("id"));
33.         }
34.     }
35. logs.insert("ticketIdList":ticketIdList);
36. if ( ticketIdList.size() > 0 )
37.     {
38. bulkUpdateTickets = invokeUrl
39. [
40. url : deskURL + "/api/v1/tickets/updateMany"
41. type : POST
42. parameters : { "ids" : ticketIdList , "fieldName" : "status" , "fieldValue" : "Open" } + ""
43. connection : "deskconnection"
44. ];
45. logs.insert("bulkUpdateTickets":bulkUpdateTickets);
46.     }
47. }
48. catch(errorInfo) {
49.     logs.insert("errorInfo": errorInfo);
50. }
51.  
52. info "logs: \n" + logs;

Note : In line 3, replace the URL with the Desk URL corresponding to your DC.

[ Example: For US DC, the url will be https://desk.zoho.com

                         India DC, the url will be https://desk.zoho.in

                         EU DC, the url will be https://desk.zoho.eu]

In line 6, replace cf_action_date  with the your custom date field's API Name. In line 9, give the department ID.

8. Click Save to save the script.

9. Click Save again to save the created schedule.

 

Implementation

When the custom date field matches the Execute On date in the schedule, the ticket will move to the open state.

We hope our updates enhance your experience with Zoho Desk, enabling you to offer great customer support. Stay tuned for updates on features and functions in Zoho Desk. 

• Topic Participants

• Lydia | Zoho Desk

  

• sales

• Shivani | Zoho Desk

  

• voomgroup

• Sticky Posts

• Register for Zoho Desk Beta Community

  With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

• Share your Zoho Desk story with us!

  Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

• Tip #1: Learn to pick the right channels

  Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 

• Welcome to Zoho Desk Community - Say hello here!

  Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here

• Webinar 1: Blueprint for Customer Service

  With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

• Recent Topics

• Zoho Meeting Android app update: Breakout rooms, noise cancellation

  Hello everyone! In the latest version(v2.6.1) of the Zoho Meeting app update, we have brought in support for the following features: 1. Join Breakout rooms. 2. Noise cancellation Join Breakout rooms. Breakout Rooms are virtual rooms created within a meeting

• iOS 12 update: Introducing autofill passwords and Siri Shortcuts in Zoho Vault

  With this iOS 12 release, Zoho Vault users can now autofill usernames and passwords on Safari and other third-party apps. Users can enjoy a seamless login experience to their everyday apps without compromising security and also access passwords stored in Zoho vault with Siri Shortcuts by adding personalized phrases. How to enable autofill password on your iOS device? First, you need to update your device to iOS 12.  Apple recommends you to take a backup before you update your device to the latest

• Zoho Vault: A look at what's new for iOS, iPadOS, and macOS

  Hi everyone, At Zoho Vault, we constantly aim to improve your security experience. Based on both internal and external feedback, we have recently rolled out updates across our iOS, iPadOS, and support for macOS platforms. Introducing the desktop app for

• Biometric Access Support on Zoho Vault Desktop App

  Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this

• Free webinar: Learn the benefits of migrating to Zoho Vault's new interface

  With remote work becoming more and more common across the globe, productivity and time management are now pivotal concerns for every organization. With the number of business applications employed by companies constantly increasing, a password manager like Zoho Vault saves a lot of productive hours for your team. Vault's new interface has been carefully designed to address these pressing needs, helping users increase their productivity while improving their overall online experience.  This July,

• Free Webinar: An exclusive live Q&A session with the Zoho Vault team

  As 2020 draws to an end, we're closing out a year that has seen drastic changes all around the world. Many businesses have adopted cloud solutions and a remote work culture for the first time, and this has given rise to newer cyber risks and threats that

• Why passwordless authentication should be your top security project for 2021

  Hello users! We know that nobody likes to remember passwords, yet they form an indispensable part of our lives. Many of us working with any kind of technology today manage numerous passwords for personal and business accounts. With the widespread adoption

• Free Webinar: See why Zoho Vault is the best alternative to LastPass

  When LastPass was acquired by LogMeIn in Oct 2015, we expressed our genuine concern about how this would change the LastPass business model and how customer trust would transfer from one company to another. As we suspected, LastPass doubled their pricing

• Managing cyber threats when working remotely | A Customer Survey Report

  The nearly universal adoption of remote work has changed the way businesses function. Globally, enterprises continue to work to find new ways to make life easier for employees working remotely. However, a commonly cited concern has been the lack of cybersecurity

• World Password Day: 5 interesting facts about passwords

  It's World Password Day: that time of the year when we talk about password hygiene and the importance of safe password management. World Password Day is observed on the first Thursday of every May, and this year, we'd like to talk about some of the most

• Free Webinar: Go passwordless in 2022 with Zoho Vault

  Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwords

• Myki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative

  Hello Myki users,   Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turning

• Join our exclusive meetup with Zoho's Real Estate community

  Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and other

• Free webinar: A quick walkthrough of Zoho Vault and major updates in 2023

  Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join our

• Free webinar: Why a password manager is a “must-have” for everyone in 2024

  In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucial

• Zoho Vault - Webinars 2023 - Video Recordings and Slide Decks

  Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck Getting

• Free webinar: ‌Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace

  Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,

• New features in Zoho Vault

  We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

  Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and

• Introducing SecureForms in Zoho Vault

  Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

• Clickjacking: Zoho Vault's Response

  Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

• Free webinar: Security that works: Building resilience for the AI-powered workforce

  Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

• Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

  Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

• Fill Colors

  Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

• Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

  Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks

• Items Below Reorder Point Report?

  Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• Fillable template with dynamic tables?

  Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

• Invoicing multiple expense items as a single line item

        My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

• Zoho Books | Product updates | November 2025

  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

• Tables improvement ideas / features

  Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

• Announcing offline payment modes for event tickets

  Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled

• Gmail is ramping up its email sender policy from November 2025

  Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

• Deluge Error Code 1002 - "Resource does not exist."

  I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

• Item images

  Can we get an "On hover" expanded image for items please ?

• Ability to Create and Manage YouTube Video Chapters in Zoho Social

  Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters

• What happens to my current site SEO if i opt for zoho creator?

  I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• Preview Emails with Merge Fields before sending

  Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show

• Next Page