Auto Assign - Copy a Company Property to a ticket Property when a ticket is created
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.