Hello,
I'm working on a way to automate Ticket status changes once the ticket is assigned to a technician. Basically what I want to do is the ticket is submitted and automatically defaulted to "open" once the technician assigns the ticket to themselves I want the status to change from "Open" to "Assigned". I did find a way to do this in the Field and forms rules, BUT it only works if I go into the ticket and then assign it to myself. It does not work when I use the shortcut shown below. Is this by design? Am I missing something?
Shortcut I was speaking of:
The way I have my Rule set up:
1.Condition is: joe smith, etc....
2.Action is: Set Field
Fields: Set status as Assigned
3.Rule Execution:On Create/edit