Sending out a Survey for Incidents resolved but exclude two groups

Feasood
Tera Guru

I have a requirement to setup an Incident Survey that gets sent out to the Customer (caller_id) when certain conditions are met.

 

The conditions are:

  • When the Incident State changes to Resolved
  • Only Incidents Created By members of the 'Service Desk' group
  • When the Channel is either Email, Phone or Chat

I have managed to do this as per the attached screenshot but they would also like to exclude two groups from having the survey sent to them.  One group is the Service Desk and the other group is called Generic Users.  This is the part I am struggling with.

I have done quite a bit of searching and have been unable to find something that works for this scenario.

 

Please help!

1 REPLY 1

Mark Manders
Mega Patron

If I understand correctly: this is about a survey for people that had their incidents created by the ServiceDesk? 

Can you use the same script from your 'created by' condition to check on the 'caller != part of SD' and 'caller != part of GU'?

I don't really see another solution on the trigger part. Otherwise it would be a before insert BR on the assessment_instance for this survey specifically, with a check on the groupmembership and if true, abort action, so they just won't be created. But I hope the caller validation in the trigger condition works.


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Mark