Create workflow to update the Ticket status for Associated Tickets

[TClasquin]

We use workflows to generate associated tickets that are assigned to different users. Each user completes their assignments for the tickets independently.  I would like to create a workflow that automatically moves all of the associated tickets to closed once each ticket has  reached the previous stage on the pipeline. Has anyone created something like this and if so would you be willing to share?

[TomM2 · Accepted solution]

Hey @TClasquin you just need to use the "edit record" action on your workflow to automatically update the ticket status, it would just be something like this:

Then you can use whatever enrollment trigger you wish to trigger this! 

[karstenkoehler · Accepted solution]

Hi @TClasquin,

I would approach this with calculation properties that check how many of the associated tickets are in each ticket status. You would have to create one roll up property for each status: number of associated tickets in status 1, 2, 3 and so on: https://knowledge.hubspot.com/properties/create-calculation-properties

You can then create a workflow that moves a ticket to closed if calculation property for the last status before closed is greater than 0 and the values for all previous statuses are 0.

You can then use 'Edit record' to move the enrolled ticket to closed.

Best regards!

[TomM2 · Accepted solution]

Hey @TClasquin you just need to use the "edit record" action on your workflow to automatically update the ticket status, it would just be something like this:

Then you can use whatever enrollment trigger you wish to trigger this!