The Hook Use this workflow to automatically generate up to five sub-tickets when a specific Main Ticket is created, such as triggering a "Move Luggage" ticket whenever a "Room Transfer" is requested.
Before you begin...
• Requires Hotel Admin access.
• Ticket automation rules apply to both Internal and Guest tickets (sub-tickets will always match the ticket type of the Main ticket).
• All services selected under the "When" condition must use the same status workflow.
The Steps
1. Select the User Profile icon in the upper right corner, then select Admin.
2. Navigate to Tickets > Ticket Automation and select Add.
3. Enter a detailed Automation Name (e.g., "Guest Transfer > Luggage Room Move").
4. Select the Enabled checkbox to activate the rule (leave unselected to save as a draft).
5. Under the When section, set the Condition to Main Ticket, then choose the Facility and Service the Main Ticket is referring to.
6. Under the Then Create Sub-Ticket(s) section, select the Facility, Service, and Due Date for the new sub-ticket. Note: All services can only be selected when all services use the same status workflow.
7. Select Save to apply changes.
*You can create up to five sub-tickets for each automation.
The Result Success: The automation rule will appear in your Ticket Automation list and will automatically generate the specified sub-tickets whenever the main ticket is created.
Troubleshooting & Limits
• Note: You can configure up to five sub-tickets for each automation rule.
• Note: Sub-tickets automatically inherit the Main Ticket's Reservation (Guest tickets only), Location/Room, Due Date, and any Text-type Service Options that have an exact name match.
• Note: Automations cannot be fully edited after creation. You can only edit the Automation Name and the Enabled Checkbox. To change the conditions, you must delete the existing rule and create a new one.
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