Automation Rules is a powerful feature within Team Support that allows you to create rules for handling tickets. Whenever automation rules are applied then some validations will be skipped.
Scenario: Suppose some ticket fields are required to close the ticket.
There are two ways to close the ticket:
- Manually: Whenever an agent closes the ticket manually, then all required field validation will be triggered.
- With Automation rule: Whenever the system closes the ticket based on the defined automation rule, the ticket will get closed, and the field validation will be skipped.
Steps to set Automation Rules:
- Login using your admin account.
- Go to
Desk application
>Admin Settings
>Automation Rules
>New Rule
. - Fill the form and click on the Create Rule button.