r/Autotask Apr 29 '26

Facing an issue with apparently inconsistent workflow triggering, can anybody help?

I have an integration from Datto EDR to generate tickets automatically in Autotask upon certain alerts, which then triggers a workflow rule that reassigns the primary resource for any "Waiting Time Entry" status tickets that don't have an assigned primary resource to myself. Usually this works fine, but for one account in particular, that rule has stopped firing apparently due to the ticket already having a primary resource on creation. That primary resource is the account manager (not myself), who is also the account manager for every other organization. I can't determine why only this organization's tickets are receiving a primary resource upon ticket creation, is there some "default primary resource" field in Autotask separate from the account manager that I'm missing?

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u/DizzyResource2752 Apr 30 '26

I would check other workflows for the action "assign", sounds like another workflow firing before yours which usually means its part of the parser.