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Ticket Event

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About Ticket Events

Qtip: Ticket events are not available for EX projects.

Have you ever wished you could get an email when someone makes a sub-ticket on one of your tickets? Maybe you want your colleagues to receive an email if you change the priority of their ticket to high. Or maybe you want to know right away if a ticket’s been deleted.

Ticket events allow you to set different tasks into motion (such as emails, Salesforce triggers, or Slack messages) when something happens to a ticket in Qualtrics.

the ticket event in the task selection window

Qtip: This feature is not currently available to everyone. If you do not have access to this feature and are interested in learning more, reach out to your XM Success Manager or your Account Executive.

Types of Ticket Events

The following can be used to define a Ticket event:

the types of ticket events

  • Comment added: Someone added a comment to a ticket.
  • Status changed: Someone changed the status of a ticket.
  • Priority changed: Someone changed the priority of the ticket.
  • Ticket reassigned: The ticket owner was changed to someone else.
  • Sub-ticket created: A sub-ticket was created for the ticket.
  • Sub-ticket deleted: A sub-ticket was deleted.
  • Ticket deleted: A ticket was deleted.
  • Root cause changed: Someone changed the root cause they initially picked for the ticket.
  • Email sent: An email was sent from the ticket using the Send Email button.
  • Email received: There was a response to an email sent through the ticket.
  • Follow-up details changed: Any information changed in a follow-up detail (additional questions on the ticket).
  • Assigned from queue: Someone picked up a ticket from a ticketing queue they belong to.
  • Ticket name changed: The ticket’s name was edited.
  • Ticket data changed: Ticket data was edited.
Qtip: You can select multiple types of ticket event at once!

Setting Up a Ticket Event

  1. In the Workflows section of a project, click Create a workflow.
    In the workflows tab, clicking "create a workflows" and then "started when an event is received"
  2. Select Started when an event is received.
  3. Choose the Ticket Event.
    choosing the ticket event in the event window
  4. Choose the types of ticket events that trigger the workflow. You may select multiple events.
    choosing the ticket event type and clicking finish
  5. Click Finish.
  6. If desired, click the plus sign (+) and choose to add Conditions to add conditions to your workflow. Conditions determine when your workflow fires. See the setting conditions for a ticket event section for more details.
  7. Click the plus sign ( + ) and then Task to add a task to your condition. See Defining Tasks for more information about each available task.
    clicking the plus sign and then conditions or task

Setting Conditions for a Ticket Event

Conditional statements apply All or Any to drive filtering criteria. In “all” conditions, every condition listed below must be met. It is similar to joining statements by “and.” In “any” conditions, any of the conditions can be met, but not all have to be. It is similar to joining statements by “or.”

Example: In this example, only one of the two conditions has to be met for the workflow to the triggered.

a condition for when the ticket priority is high and the status is open

The conditions you set for a ticket event can be based off of various ticketing features and workflows.

Attention: If your survey has multiple ticket tasks, the condition editor will not be able to differentiate between tickets created by each task. Conditions created here will apply to all tickets for your survey that fit the selected ticket event types.
  • Priority: The priority of the ticket.
  • Owner: The person who owns the ticket.
  • Status: The status of a ticket.
  • Team: The team that owns the ticket.
  • Root Cause: The root cause assigned to a ticket. This will be empty if a root cause wasn’t set when creating the original ticket task.
  • Ticket Data: The data included in the ticket.
  • Follow Up Details: The follow up details included in the ticket.
Qtip: If you don’t set conditions for a ticket event, the task will be triggered every time the event happens to a ticket from the same survey. You do not have to worry about triggering a workflow every time it happens in the organization.
Example: You have a CSAT survey for 2018. You create a workflow and set your ticket event to Priority Changed. This workflow has an email task attached; however, you forgot to add a condition. Every time someone changes the priority on a ticket from the 2018 CSAT survey, you get an email. But priority changes to tickets from 2017 CSAT survey do not affect you.

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