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Populate 1 or 2 custom field out of 4 plus which past due day by 1 or 3 days

Test work October 24, 2022

I need to write a automation rule If 1 out of 4 custom fields are not populated and it pass it's due date by 5 days 

 

One of the  custom field is a cascade

2 answers

2 accepted

1 vote
Answer accepted
Trudy Claspill
Community Champion
October 24, 2022
Nash October 27, 2022

Thank you Trudy that works a treat.

I am now trying to use a smart value which captures the activity date plus 5 days but need to calculate this based on the business day 

 

{{issue.Acctivity Date.plusDays(5)}}

So when the ticket is assigned it updates the activity date, now what happens if the request hasn't been actioned within 5 business days.

How would  I add this {{now.toBusinessDay}} to the current smart value ({{issue.Acctivity Date.plusDays(5)}}

Mark Segall
Community Champion
October 27, 2022

You can use {{issue.Acctivity Date.plusBusinessDays(5)}}

0 votes
Answer accepted
Mark Segall
Community Champion
October 24, 2022

Hi @Test work - If I'm understanding correctly, you'd want something like this to kick off your rule:

  • TRIGGER: Scheduled (Daily)
    • dueDate <= startOfDay(-5) AND (CUSTOMFIELD1 IS EMPTY OR CUSTOMFIELD2 IS EMPTY OR CUSTOMFIELD3 IS EMPTY OR CASCADFIELD4 in cascadeOption(none))
Nash October 25, 2022

Thank you Mark, instead of Due date I end up using activity day, so when the activity date was populated and the ticket wasn't updated ion the 5th day, it would send a email.

Activity day >=5day and Customer field 1 is empty or etc.. This is scheduled daily 

Like Mark Segall likes this

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