Check that a customer (user) added under Request Participants is a User for the Organization

[Lori]

We are trying to figure out a way to only allow customers that are associated with an organization to be added as a "Request Participants" if they are associated with the organization that is identified in the issue.

For example:  The issue is for ABC Company.  An internal service desk user adds John Smith as a Request Participant.  They can do that because John Smith is a customer linked to the ABC Company organization.  If they add Mary Miller, who is not a customer linked to ABC Company organization, they will receive an error because Mary Miller is not a customer for ABC Company.

We are wondering if there is a way to limit the customers that display in the Request Participants dropdown list OR we have an automation rule that removes any customers that are not linked to the organization.

Any help you can provide would be appreciated.

[Mikael Sandberg · Accepted solution]

You should be able to do this using automation, and the Get users in organization endpoint to see if the request participant is part of the org, and set the rule to trigger on changes to the Request participants field.

[Lori]

Thank you very much.  I appreciate the quick response.