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Setting Ticket UDFs via Published Workflows

In Rocketship, you can set a Text UDF in a Ticket via a Published Workflow note.

To configure this:

  1. Edit your Workflow
  2. Set Publish -> Yes
  3. Choose the Note -> Ticket UDF
  4. Save

As a reminder, per Datto Autotask best practices, Rocketship only synchronizes your UDF definitions once per day. If you add a new UDF, or edit the definition of an existing UDF, and would like to accelerate the local update in Rocketship to make the UDF available in your settings, be sure to Force Cache Refresh.

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UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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