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Spotter Scenario: Take Care of Tickets Assigned to Deleted Team Members
Use the "Take care of tickets assigned to deleted team members" Scenario to apply custom actions when a team member is assigned to a ticket, and the team member gets deleted from your account.
Roles and permissions:
To access Spotter, you must be an administrator or have a custom role with Spotter enabled in the Settings > Tools permissions.
To activate this Scenario:
- Click the Spotter icon in the side panel on the left.
- Click the Pre-Made Scenarios tab at the bottom to expand it.
- Select the Take care of tickets assigned to deleted team members Scenario.
- (Optional) Enter a name, up to 120 characters, for the scenario. This makes the scenario easier to find, especially when using the same pre-made scenario multiple times.
- (Optional) Click + Add a team member based condition to add a condition that must be met, in addition to the deletion of the team member, to trigger the Then action(s). Select the condition type and repeat this step if necessary:
Role
Location
Group
Custom field value
6. Set the Then action(s) that will occur when the If condition is met:
Note:
When this Scenario is activated, Open tickets assigned to the deleted team member get unassigned before other Then actions occur.
Send notification
7. (Optional) Click + Add Action and select another Then action that will occur:
Assign ticket
Set ticket labels
Set or clear custom field
8. Click Save & Activate.
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