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Automatic Notifications

How can one configure WHD to automatically notify techs in the same tech group that they've taken on a particular ticket automatically?

For example, lets say Tech A grabs a ticket, but without the other guys looking they won't know it was assigned. So is there a way to automatically email/notify the other technicians that Tech A assigned the ticket to himself so they don't have to check to verify.

  • The only way I could think of doing something like this would be to leverage the Action Rules functionality.

    So, for each Tech Group, you would create an Action Rule similar to the following:

    - "Setup > Processes > Action Rules > New"

    - Action Rule Info tab

    -- Ensure the Action Rule is enabled

    -- Select "Rule Triggering > Evaluate criteria... > only when updated by a Tech"

    - Criteria tab

    -- Condition: Tech - is any of - (Technicians in the particular Tech Group)

    - Actions

    -- Choose "Send E-mail" from the drop-down.

    -- Configure the e-mail as desired.

    You would then repeat this for all of the Tech Groups desired. It's a pretty manual process, using this method, but it would accomplish your desired end result - I believe.

  • Won't this notify the entire group anytime a tech made an update on a ticket?

  • Yes - I was going faster than I was thinking, sorry. I would recommend shifting to "Rule Triggering > When criteria did not match before the Ticket was updated," so - if the ticket gets assigned to someone (or someone new), based on the Technicians selected in the Criteria tab, it should send the e-mail.

  • Sorry, I haven't tried this yet(Been having other fun issues). I haven't forgotten and I'll let you know if it works out.