Automation#27: Retain Ticket Owner on Moved Tickets

Automation#27: Retain Ticket Owner on Moved Tickets


Hello Everyone!
This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another.
Here’s more to help you understand the custom function:
At Zylker Techfix, Alex, the Support Engineer manages customer interactions when gadgets are submitted for servicing. Alex creates a ticket for each device and ensures customers feel supported. However, when a device requires advanced troubleshooting, the ticket is transferred to the Technical Engineering department. By default, this transfer often changes the ticket owner or leaves it unassigned, causing Alex to lose visibility and leaving customers feeling disconnected.

To solve this, Zylker Techfix used this custom function that retains Alex as the ticket owner during inter-department transfers. This allows Alex to stay updated, connect with customers, and provide timely updates while the Technical Engineers focus on resolving the issue. With this solution, Zylker Techfix ensures seamless collaboration and a better customer experience, maintaining trust and delivering quick resolutions.

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 OAuth under Default Connection.
  1.4 Set the connection name as deskconnection.
  1.5 Disable the toggle for User Credentials of Login User.
  1.6 Under Scope, choose the below scope values:
Desk.tickets.READ
Desk.tickets.UPDATE
  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. 
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.                                         
13. In the script window, insert the Custom Function given below:
  1. deskUrl = "https://desk.zoho.com";      //Edit the domain based on your DC
  2. getTicketHistory = invokeurl
  3. [

  4. url :deskUrl + "/api/v1/tickets/" + ticketID + "/History?limit=50"

  5. type :GET

  6. connection:"deskconnection"
  7. ];
  8. ticketHistory = getTicketHistory.get("data");
  9. info ticketHistory;
  10. prevTicketOwner = "";
  11. i = 0;
  12. for each  history in ticketHistory
  13. {

  14. if(history.get("eventName").equalsIgnoreCase("TicketUpdated"))

  15. {

  16. historychanges = history.get("eventInfo");

  17. for each  hchanges in historychanges

  18. {

  19. if(hchanges.get("propertyName").equalsIgnoreCase("Department"))

  20. {

  21. i = i + 1;

  22. }

  23. if(hchanges.get("propertyName").equalsIgnoreCase("Case Owner"))

  24. {

  25. if(hchanges.get("propertyValue").containKey("previousValue"))
  26. {
  27. prevTicketOwner = hchanges.get("propertyValue").get("previousValue").get("id");

  28. i = i + 1;

  29. }

  30. }

  31. }

  32. info prevTicketOwner;

  33. }

  34. if(i == 2)

  35. {

  36. break;

  37. }
  38. }
  39. jsonString = {"assigneeId":prevTicketOwner};
  40. updateTicket = invokeurl
  41. [

  42. url :deskUrl + "/api/v1/tickets/" + ticketID

  43. type :PATCH

  44. parameters:jsonString + ""

  45. connection:"deskconnection"
  46. ];
  47. info updateTicket;
NOTE
In Line 2, Replace ".com" with the domain extension based on your Data Center.
14. Click Save to save the custom function.
15. Click Save again to save the workflow.
Additional Note
1. The Ticket Owner will be retained only if the agent is part of the department. 
2. Set up the workflow rule in all departments where tickets may be moved, ensuring the owner stays the same and the function works as intended.
This custom function streamlines workflows and enhances collaboration, ensuring a seamless customer experience. By keeping the original ticket owner, it helps to deliver efficient, customer-focused service every step of the way.

Until next time,
Regards,
Lydia | Zoho Desk 



      • 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

        • Enhance productivity with the revamped Zoho Sheet View

          Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

        • How to set value of dropdown field to variable

          For the life of me, I can't figure out why the following code won't set input.status to the previousSelection. Steps to reproduce: 1. Click input.complete 2. input.status dropdown updates from '1-Backlog' to '4-Done' 3. Click input.complete again to deselect

        • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

          Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

        • [WEBINAR][MEA] Learn how to control your inventory and multi-channel sales with the Zoho Inventory & Zoho Books integration

          Hello there, We are hosting an exclusive live webinar tailored for businesses across the Middle East and African countries, where you'll learn how to take full control of your inventory and multi-channel sales while keeping your accounting perfectly in

        • Less clicks, more connection – the usability edge of Zoho Desk

          Imagine joining a new workplace, eager to prove your skills, partner with peers, learn new tools, and build a strong foundation for your career. The standards you've set could drive pressure into your head. You now discover the organization is using Zoho

        • Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

          Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.  How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or

        • Why Format section gets disabled when we create Merge Template over PDF

          I need some assistance I have a Client who is going to give certificates to users who passes his exam. So, I am using mail merge but in ZOHO writer after I upload the PDF and create merge Template over PDF the format Section gets disabled. My problem

        • Whatsapp Integration on Zoho Campaign

          Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who can

        • How to calculate separate totals for Product Line Items filtered by category in Quotes?

          Hello! I'm working with Quotes in Zoho CRM and need help calculating conditional totals for line items. Current setup: I have two tables in my Quote template (Zoho Writer), both displaying Quoted Line Items Table 1 (top): Shows all products where Product

        • I Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console

          I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google search

        • Zoho Desk API Documentation missing a required field

          We are trying to create a section using this information. Even after preparing everything based on that page, we still get an error. The error we get is this: {"errorCode":"INVALID_DATA","message":"The data is invalid due to validation restrictions","errors":[{"fieldName":"/translations","errorType":"missing","errorMessage":""}]}

        • Fetch Subform values through a lookup of a lookup

          Hi, I'm having an issue fetching the values of a subform through a lookup field through another lookup field. The code works perfectly to show me the subform row ID, but the second I try to get any readable data, it says "Error occurred. Please contact

        • Ability to modify what displays in calendar invite?

          I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

        • Turn Decision Box to a button

          Dear all, I need your help on CSS to turn a Decision Box to a Button. I have a Decision Box like: Turn on/off to refresh the information. (on User Input, either True or False, will refresh the information) Now I want to simulate to treat it like a Refresh

        • Emails not being received from a particular domain

          Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers

        • Stock Count

          The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

        • Can you import projects into Zoho Projects yet?

          I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

        • How to delete attachments form Zoho mail accounts

          I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with

        • Send Whatsapp message from Whatsapp template with custom variables

          Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use

        • Outgoing blocked: Unusual activity detected.

          I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

        • Integrating with My Own Application and ZOHO CRM Simultaneously

          I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the

        • How do i move multiple tickets to a different department?

          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

        • Transferring CRM Attachments to Workdrive

          relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",

        • New Customization options in the module builder: Quick Create and Detail view

          Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

        • unblock my zoho mail account. outlines@zoho.com

          please unblock my zoho mail account, outlines@zoho.com

        • SMTP email sending problem

          Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

        • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

          Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received

        • Forwarder

          Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the

        • No chat option

          Chat option is not supported.

        • Direct “Add to Google Calendar” Option in Zoho Meeting

          Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to

        • Default Tagging on API-generated Transactions

          If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using

        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

        • unable to send message reason 554 5.1.8 Email outgoing blocked

          unable to send message reason 554 5.1.8 Email outgoing blocked

        • I can't log in to my account on Thunderbird

          I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

        • Should I Use DMARC?

          When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the

        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

        • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

          Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {

        • How to move emails to Shared Mailbox?

          Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?

        • Collaboration with free plan user.

          Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?

        • Zoho Inventory Now Supports VeriFactu for Businesses in Spain

          Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal

        • Next Page