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How can I copy fields from one ticket to a newly created ticket based on specific name in Summary?

Brianna Barnes
Contributor
March 1, 2019

So, we use a Service Desk project for our internal IT teams, and we've been trying to create automation that makes tickets easier.

 

So we have "New Hire" tickets, "Position Change/Promotion" tickets and "Term" tickets.

 

We want the "Term" ticket to copy certain fields that are from/in the most recent ("new hire"/"position change").

 

So say Sally get hired as a Customer Service Rep but gets a job as a Software Engineer within the company. Obv those are totally different departments, so the fields we are looking at will need to be the most recent ticket, which is the "Position Change" ticket type. But Sally's name is always in the Summary of all of these tickets.

 

This seems long and confusing, but I think it's my head that just won't grasp it. So I wanted to see if any of you had any ideas.

 

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