I'm looking for a way to update an Organization field (Onboarding Status) after a predetermined amount of time. I need this status changed at the Org Level, not the ticket level.
For example:
Organization field > Onboarding Status field = Early Adoption
after 90 days change the
Onboarding Status field = Onboarding Complete
Hey Brettany,
Updating Org Tags after a certain amount of time isn't natively supported, but one workaround might be to put a ticket on hold for 90 days and then reopen it as a reminder to update the org manually. Other than that, you'd need to leverage the API and possibly a partner like knots.io or possibly MyndBend to achieve the desired results.
Brandon
Hey Brettany,
Yes, the API would be a possible solution as Brandon mentioned. Additionally I can warmly recommend the Knots studio (knots.io). These guys are doing a great job and are offering additional service, which is really amazing.
Regards,
Stephan
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.