Is it possible to have a ticket created from a form without a conversation?
I'm trying to understand why you would want that information in two places and with two different owners potentially.
For our use case, I need a ticket routed to a specific contact based on a category. I can set that in a workflow for the ticket. But I can't also update the conversation owner as that is read only.
Hi @CThomas74 Yes, this is possible using workflows, but it would require Service Hub Professional.
If you have Service Hub Pro or Enterprise, you can create a workflow based on contact property, choose form submission, choose your form and then the first step would be "create record" where you would then choose "Ticket" from the choices.
This is just in a test account, so I can't go through the steps after choosing ticket, but you would have the option to create the ticket name, description, assignment rules, etc.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Hello, I am able to disconnect from an inbox but then it also stops creating a ticket. They are not mutually exclusive. I want the form to create a ticket but not a conversation. Is this possible?
Sorry @CThomas74 I wasn't mentioned in your last reply and didn't get a notification, to clarify - it's not possible to have a support form that isn't connected to the inbox.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Hi @CThomas74 Yes, this is possible using workflows, but it would require Service Hub Professional.
If you have Service Hub Pro or Enterprise, you can create a workflow based on contact property, choose form submission, choose your form and then the first step would be "create record" where you would then choose "Ticket" from the choices.
This is just in a test account, so I can't go through the steps after choosing ticket, but you would have the option to create the ticket name, description, assignment rules, etc.
If my reply answered your question please mark it as a solution to make it easier for others to find.