I'm trying to associate a ticket created through a workflow. However, my ticket properties has to direct matching values with my custom object - only indirectly through Contacts or Companies. I've tried modelling it in the screenshot appended here. So is there
a solution on how I create an association between the ticket and my custom object by going through either "Contacts" or "Companies"? Either by native workflow functionality, 3rd party apps lige associ8/0CodeTools: Workflow Toolbox , or custom code?
It might be a posibility to create a custom property on the ticket object such as "company domain name" or "Contact Email" and then have a direct lookup for a matching value on my custom object?
Hey @MNielsen0, thank you for posting in our Community.
Since your ticket and custom object are only indirectly connected through Contacts or Companies, one approach would be to create the association using a workflow with a custom code action or a third-party app.
Another option is exactly what you suggested: create a custom property ("Company Domain" or "Contact Email") on the ticket and use it as a reference point to match your custom object. Then, a workflow can be designed to find and associate the correct object based on that matching value.
Hey @MNielsen0, thank you for posting in our Community.
Since your ticket and custom object are only indirectly connected through Contacts or Companies, one approach would be to create the association using a workflow with a custom code action or a third-party app.
Another option is exactly what you suggested: create a custom property ("Company Domain" or "Contact Email") on the ticket and use it as a reference point to match your custom object. Then, a workflow can be designed to find and associate the correct object based on that matching value.