Category - SmartWorkflows: Workflow & Form Engine

Clearing the Autotask Ticket Primary Resource via Rocketship Workflows

Date: August 14, 2023
By: Dustin Puryear
Categories: SmartWorkflows: Workflow & Form Engine

Learn how to utilize the enhanced workflow engine in Autotask to clear the primary resource from a ticket or task. Streamline resource management and optimize task assignments.

Configuring How We Route Imported Autotask Service Calls

Date: September 5, 2022
By: Dustin Puryear
Categories: FAQs, SmartWorkflows: Workflow & Form Engine

Customizing the Workflow used by a Scheduling or Ticket Routing Recipe

Date: December 15, 2022
By: Dustin Puryear
Categories: SmartWorkflows: Workflow & Form Engine

Customizing Workflow Note Fields

Date: September 17, 2023
By: Dustin Puryear
Categories: SmartWorkflows: Workflow & Form Engine

Learn how to customize and enhance workflow notes in Autotask Ticket Insights with Rocketship. Tailor note fields, rename them, and include custom instructions.