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Specifying a Category for Routing rules templates and Scheduled requests


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Posted

HI all 

we are starting to use Routing rules and scheduled requests for a few items that come into our instance and don't need triaging by 1st line. They just raise and go straight to the team to progress. 

We don't seem to be able to set a category during the set up of the rules though. for eg: 

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image.thumb.png.43e3b9145a56cf441e39df5c750c41b6.png

To us, categorizing a ticket is standard requirement when raising a ticket so I am surprised at its absence. Yes, we can manually set the category once a ticket is raised but it would be good to be able to do this automatically as the relating routing rule or scheduled request is always the same category. 

Am i missing something really obvious?

Posted

There are lots of possible fields in a request so I understand why HB did not include them all here. Use your workflow to populate them. You can detect the 'source' and/or catalog item in your workflow and have a decision node to direct to suitable nodes to update the category (plus other fields) as necessary.

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