Tips, Tricks & Best Practices

PBarik
参加者

Update ticket name

解決

Is it possible to keep a format for ticket name?

I created a form with fields as login email, name, category and decsription of issue. When customer submits the form, a ticket is created in HubSpot with ticket name as "New ticket created from form submission". Can I autopopulate the ticket name as "CustomerName-Category" as fetched from form?

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PBarik
解決策
参加者

Update ticket name

解決

Thank you for relying back @karstenkoehler . I have resolved this by creating a workflow. 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update ticket name

解決

Hi @PBarik,

 

The "Ticket name" field (internal label "subject") should automatically carry over from the form:

 

karstenkoehler_0-1682928594944.png

 

Can you confirm that's the field you're using?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

PBarik
参加者

Update ticket name

解決

yes, I'm using the same field.

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Update ticket name

解決

Hi @PBarik,

 

Could you please share a screenshot of your view in the forms editor?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

PBarik
解決策
参加者

Update ticket name

解決

Thank you for relying back @karstenkoehler . I have resolved this by creating a workflow.