find multiple tickets using a workflow

Service Hub Tickets & Conversations
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Hi @KimRogers,

The key here is not trying to check from contact-based workflow but using ticket-based workflows. Depending on your exact setup it could look differently but here’s a starting point.

  1. Create a custom multiple checkboxes property on the contact object with options “Pipeline 1” and “Pipeline 2”
  2. Create a ticket-based workflow, enroll tickets in pipeline 1, use Set property value action to append the value “Pipeline 1” on all associated contacts.
  3. Create a ticket-based workflow, enroll tickets in pipeline 2, use Set property value action to append the value “Pipeline 2” on all associated contacts.

You can now filter for contacts where this property has value “Pipeline 1” AND has value “Pipeline 2”.

Best regards!