Filter Group Selection Based on Customer's Organization

Technical assistance
1

Hi everyone,

I have a question regarding the configuration of group visibility in the customer portal.

I have successfully set up my Organizations and Groups. My goal is to assign one or more specific Groups to each Organization.

After doing this, when a customer belonging to ‘Organization A’ creates a new ticket, I want the ‘Group’ selection dropdown to only show the Group(s) assigned to ‘Organization A’.

For example:

  • Groups available: Support_A, Support_B, Billing
  • Organization_A is linked to Support_A.
  • Organization_B is linked to Support_B.

When a user from Organization_A creates a ticket, they should only see Support_A in the dropdown list, not all three groups.

Currently, it seems that if the Group field is enabled for customers, it shows all active groups. How can I configure this dynamic filtering based on the customer’s organization? Is this a native feature?

Thank you for your help!

2

Hi @jhontmc

this is possible via core workflow

here some example how the core workflow could look like

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