Auto change State

User Story 1: Auto change State

Title: Automatic State Transition from New to In Progress

Details:

Want to automate the transition of a ticket's state from "New" to "In Progress" when it's assigned to any member,

So that tickets are moved to the appropriate stage of work without manual intervention, improving efficiency and ensuring timely resolution of issues.

Acceptance Criteria:

1. Trigger Condition: The state transition should occur when a ticket's state is "New" and it's assigned to any member.

2. State Change: Upon meeting the trigger condition, the ticket's state should be automatically changed to "In Progress."

Development Plan:

1. Create Business Rule in respective table. 

Development Steps:

1. Go to "IT Service Desk" table list view. (Here, you can use your table. I am using my custom Table: IT Service Desk)

2. Open any record > Right click on form banner > go to Configure > Business Rules

3. Click New and provide the following details in the new Business Rule. 

   • • 1. • Name : Auto Change State

          • Table : IT Service Desk // Provide your table name here

          • Active : True

          • When to Run

            1. 1. Insert : True

               2. Update : True

               3. Filter Conditions :

                  1. • State is New

                     • Assigned to is not empty

          • Actions

            1. 1. Set field value:

                  1. • State To In Progress

4. Click Submit.

5. Now go to the table list, which we used in above steps (ex: IT Service Desk).

6. Click New, a new form will be opened.

7. Set the State field value as 'New'.

8. Set the Assigned to field value as with any user.

9. Click Save.

10. After clicking on Save, you can see that the State changes to 'In Progress'.

Step by Step Screenshots: