The Workflow Library

Library / Tickets and SLA / tickets-sla-027

Exclude out-of-office reps from round-robin ticket assignment

Tickets and SLATicketService Hub ProfessionalIntermediate~30 min to buildalso needs Marketing Hub ProfessionalFull spec

This spec is filed under Service Hub Professional, and one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written.

Outcome. A ticket routes only to reps actually working right now, instead of rotating a share of new tickets onto someone on leave who will not see them until they are back.

Workflow map Enrollment, branches and actions at a glance tickets-sla-027
flowchart TD
    A[Ticket created, queue known] --> B{Ticket queue value?}
    B -->|billing| C[Rotate to Billing rotation - active]
    B -->|technical| D[Rotate to Technical rotation - active]
    B -->|general| E[Rotate to General rotation - active]
    B -->|blank/unknown| F[Notify support ops, add to Needs manual triage]
    C --> G{Owner still blank after rotation?}
    D --> G
    E --> G
    G -->|yes, pool was empty| H[Alert escalation contact, add to Needs manual triage]
    G -->|no, assigned normally| I[End]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it once tickets-sla-001's round-robin is live and out-of-office reps are a recurring, noticeable problem, not a rare edge case.
  • UseUse it as a process paired with a workflow, not a workflow alone; HubSpot has no native property exposing a user's out-of-office or calendar status to workflow branch logic, so keeping the rotation pool accurate is partly a maintenance discipline, not something this workflow can fully automate on its own (check in your portal: confirm no such native user-status property exists in your portal before assuming this limitation applies to you).
  • SkipDo not use it expecting a fully automatic solution; if your team needs a truly automatic OOO exclusion tied to a calendar or HR system, that requires a webhook into an external source of truth (Data Hub Professional or higher), not native workflow branching.
  • SkipDo not use it if the whole team is small enough that a manager manually reassigns during someone's leave anyway; the added Team-management overhead may not be worth it.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.10 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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