Rules
Discussion List
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How to change a value of a custom object based on a parent standard object valueSummary: We have the serious need to update a custom object that is related to a parent standard object. In this case it is specifically Content (required): Mobile asses…
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No Contact rules(BUI) TriggeringSummary: Hi, I have a requirement where I will be updating a contact custom field with some value and then trigger business rule on that field(modified this edit) and th…
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Hide/Show Products/Categories in workspace rulesSummary: I'm trying to figure out whether it's possible, via a workspace rule, to hide or show specific products or categories, depending on the logged in user or profil…
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Possible to assign queues based on a target volume allocation rate?Summary: Rule to assign incidents between 2 queues according to a set target allocation rate. Content (required): Hello all - we're looking for help setting up a rule to…
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How to add a click able button on workspace that can open a new workspaceSummary: I am wondering how I can add a button on a workspace to open another workspace when I click that button. And when the new workspace is opened, can it auto-fill …
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How to route specific people from the same queue?Summary: Content (required): i created rules to assign to different queues but I want it to be assigned to a specific staff from the same queue i add a rule to assign to…
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How to route specific people from the same queue?Summary: Content (required): i created rules to assign to different queues but I want it to be assigned to a specific staff from the same queue i add a rule to assign to…
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Tip Tuesday - Workspace Rule ComparisonSummary: Exporting workspace rules to more easily compare 2 or more workspaces for potential consolidation Content (required): If you have multiple workspaces that are s…
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Notify when a task is closedSummary: Hello. Is it possible to configure an alert that tells the incident owner that there is a pending task when an incident is going to be closed? Content (required…