Create a list of contacts associated with tickets
SOLVE
1 Accepted solution
Create a list of contacts associated with tickets
SOLVEHi @RWorsham happy to help with the basics of getting this workflow configured:
1 - create a Contact based workflow
2 - for the enrollment trigger, you need to change the object from Contact to Ticket so you can determine which tickets should enroll
You can do this in combination with any Contact properties you need, like an association label, etc.
3 - choose Add to Static list as the action:
Because it's a Contact based workflow, it's going to add the contact that meets the enrollment criteria to the list.
If you use a Ticket based workflow, you can't add the ticket to a list which is likely why you've had trouble getting it to work.
Let me know if you have questions!
If my reply answered your question please mark it as a solution to make it easier for others to find.
Create a list of contacts associated with tickets
SOLVEHi @RWorsham happy to help with the basics of getting this workflow configured:
1 - create a Contact based workflow
2 - for the enrollment trigger, you need to change the object from Contact to Ticket so you can determine which tickets should enroll
You can do this in combination with any Contact properties you need, like an association label, etc.
3 - choose Add to Static list as the action:
Because it's a Contact based workflow, it's going to add the contact that meets the enrollment criteria to the list.
If you use a Ticket based workflow, you can't add the ticket to a list which is likely why you've had trouble getting it to work.
Let me know if you have questions!
If my reply answered your question please mark it as a solution to make it easier for others to find.
