Allow Business Rules to trigger on Customer Fields : Freshdesk

Discussions Ideas Fields - Tickets and Customers

Implemented

Allow Business Rules to trigger on Customer Fields

Len Smith

started a topic about 2 years ago

Hi,

It would be very useful if FreshDesk offered administrators the ability to create a business rule that would allow us to fire off of a value in found in the Company Record.

The use case for us would be where we want to fire a Scheduler rule based on the date found in the Renewal Date field.

Len Smith

said about 2 years ago

Nevermind :-) I figured it out.

Aravind Sundararajan

Admin

said about 2 years ago

@Len, Glad that you figured it out on your own :)

It'd be great if you could share your idea on how you implemented this in your set up so that it'll be beneficial for everyone in the community.

Cheers!

Len Smith

said about 2 years ago

Actually, this remains an open need. You have access to Company fields in Dispatch'r and Observer, but not Supervisor. Since Supervisor rules are timed, I need that capability to be able to check when a customer's renewal date is within, say, 60 days and alert the salesperson and if it's within 10 days, alert a CSM to check on whether or not a temporary extension is needed (e.g., the renewal is underway). I'll add a new Idea specific to adding the ticket properties field to Supervisor.