Use Ticket Fields in RulesUpdated 2 hours ago
You can use Ticket Fields as variables that either act as the condition that triggers a Rule, or you can automatically set Ticket Fields as the action carried out by the Rule. Only Ticket Fields created in Gorgias can be used in Rules.
Tip: Before getting started, make sure you’ve created the Ticket Fields you’d like to use in your Rule.
Ticket Fields as Actions
You can create a Rule that automatically sets Ticket Fields based on a series of conditions. This type of Rule can help standardize the Ticket Fields used on each ticket, which can improve your helpdesk’s organization and reporting.
Tip: Check out our Rules Glossary for a detailed explanation of every condition.
- From your helpdesk, click the Settings icon in the bottom-left corner.
- In the sidebar, locate Productivity, then select Rules.
- Click Create Rule in the top-right corner, then click Create Custom Rule.
- Enter a Rule name, and configure your Rule conditions.
- To add the Set Ticket Field Action, click THEN, then select Action.
- Click SELECT ACTION, then search for and select SET TICKET FIELD.
- Click the purple Value variables to search for and select the Ticket Fields that should be applied.
- Click Create Rule.
Ticket Fields as conditions
If you’d like a Rule to be applied to a ticket based on its Ticket Fields, you can specify Ticket Fields as a condition. For example, you might create a rule that assigns tickets with the Contact Reason: Refund request ticket field and input to a specific team or agent.
- From your helpdesk, click the Settings icon in the bottom-left corner.
- In the sidebar, locate Productivity, then select Rules.
- Click Create Rule in the top-right corner, then click Create Custom Rule.
- Enter a Rule name, and configure your Rule conditions.
- To add the Ticket Field condition, click THEN, then select “IF” statement.
- Click ticket status, then click Ticket.
- Search for and select Ticket Fields, then specify the Ticket Field in the next blue block.
- Click the purple Value variables to search for and select the Ticket Field inputs.
- Click Create Rule.