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MargaretNZ
Participante

Sync data from multiple workflows and tickets

I am setting up workflows for new bundled service offerings (they will have different components and so tickets will enter multiple workflow)

.  From the Deal a “Master” ticket is created in the “Bundled Services” Pipeline.
What I then want to be able to do is to sync the status of the tickets in the “sub task” tickets and workflows back to the original ticket in the bundled service pipeline so that we can see at a glance what services in the pack have been delivered.

Any suggestions around how I could achieve this?

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PamCotton
Administrador de la comunidad
Administrador de la comunidad

Sync data from multiple workflows and tickets

Hello @MargaretNZ, I wanted to add a few top experts to add any suggestions to this conversation, @webdew @JDobson @Alex_ any recommendations to @MargaretNZ matter?

 

Thank you,

Pam

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