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Need to add multiple location in automtaion rule

Sampath
Contributor
August 15, 2022

team

 

Is it possible to add multiple location in automation rule pls find attached and advise any alternative steps thanks

Screenshot 2022-08-15 at 2.25.51 PM.png

2 answers

0 votes
Michael Hodgson
Contributor
August 25, 2022

Ignore I didn't reply :)

0 votes
Michael Hodgson
Contributor
August 15, 2022

Hi Lakshmi,

Just to clarify on your current field for "Office Location", I believe this looks to be set up as a text field?

In which case you may be fairly limited using that particular "issue fields condition" as I believe it may require/expect a value and not multiple values.

 

Is this a new field you're looking to use or something that's been around for a while? The reason I ask, is that I've used "Department" as a similar field, but actually set it up as a "Single choice/select" field instead, which allows you to say "is one of" rather than the contains. So you can select all of your pre-filled departments.

The other consideration to use if you're already using this field thoroughly in the system might be an "If / Else" condition depending on your outcome, or using the "JQL Condition" but that could get a bit messy depending on the amount of locations you have.

Can I clarify what the end goal is, please, for the rule? as this may help in visualising what options you have.

Regards,

Michael

Sampath
Contributor
August 15, 2022

Hi @Michael Hodgson 

 

Thanks for your Quick response. PFA screenshot .

 

My requirement is :

we have 3 region AMR / EMEA /APJ and different location. (in each region)

Here i need to set automation rule Region & Location - assign to agent accordingly 

 

Screenshot 2022-08-16 at 10.58.15 AM.png

 

Pls share possible steps thanks

Sampath
Contributor
August 17, 2022

Hi @Michael Hodgson 

Pls advise  Thanks

Michael Hodgson
Contributor
August 25, 2022

 

Hi @Sampath 

Thanks for the additional information. However, I have another question - I appreciate you are trying to assign the region and location on creation - but how are you defining what tickets are per region?

I can see you have the issue fields condition as above - but can I ask what the rest of the rule and/or your trigger is, please? Just so I can have a bit of background on it and advise accordingly.

(Not sure if this is part of the original question, but I thought I'd check for context anyway)

To give you an example of what I mean, in terms of using "single select fields" instead of "text fields" - you can see here, makes it a bit easier to select and/or read either way:

5.PNG

So this means I can pre-populate the Office location with a list of known locations, then select one of more of these in the automation - the same can be applied for Region should you need it, but if there's only "one" region to select, change the Is one of, to equals.

Sampath
Contributor
August 25, 2022

Hi @Michael Hodgson 

 

Thanks for your response . It got success by using JQL query Thanks again for your wonderful support

Like Michael Hodgson likes this

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