Changing Resolver custom field with Automation

Barış Özer
Contributor
October 8, 2024

 

Hello,

I want the information of whoever triggered the change from In Progress L2 status to Resolved status to be written in the "Resolver" custom field.

Assign person is different.

I want whoever resolved it to trigger it with automation and write it in the Resolver field.

image.png

Assignee is Steve Jobs, but since I resolved, my name should also be written as Resolver. I tried many automations but I couldn't do it.

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Samuel Gatica _ServiceRocket_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 8, 2024

Hi @Barış Özer 

Use the {{initiator.accountId}} smart value in the transition automation.

Best regards

Sam

Barış Özer
Contributor
October 8, 2024

Hi @Samuel Gatica _ServiceRocket_ 

Can you give an example please?

Via Transition or Automation Rule?

Barış Özer
Contributor
October 8, 2024

Hi @Samuel Gatica _ServiceRocket_ 

I still can't figure it out :(

Samuel Gatica _ServiceRocket_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 8, 2024

Hi @Barış Özer 

The smart value needs to be set in the edit action of your transition automation.

Here an example:

Screenshot_8.png

 

Best regards

Sam

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