We use our Tickets to sign a project into Design. When a project is signed in the head of our Design Dept manually assigns a Designer to that ticket (making them a Ticket Owner) after reviewing the ticket and understanding current workloads.
Some of our clients have a designated Designer. So we created a “designer assigned” property at the company level and wanted to create a workflow/automation that autoassigned the designated designer to a ticket (as the ticket owner) when the Designer Assigned is known.
A Hubspot representative had me build a couple of workflows to do this (using a ticket trigger that reset daily) and he ended up not being able to meet my need.
This can be achieved with a custom calculation property and a company-based workflow. Since we want to copy from the company record and since we require re-enrollment, it has to be a company-based workflow.
In that workflow, the only action would be the “Copy property value” action.
For the trigger, we want a “Number of associated tickets” property which unfortunately does not exist. However, we can create it using a calculation property: Create calculation and rollup properties
Are you able to provide a video tutorial of how to set up the property and the workflow (my disconnect is is this a company property or a ticket property). I would like the workflow to have the company property set the Ticket Owner Property to the company property. I am struggling to set up the whole scenario. I appreciate your help!
