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The workflow finds open tickets with past scheduled entries that were not completed and no upcoming scheduled work, then sends them to a Dispatch workflow for reassignment.
This is a Scheduled workflow that runs daily (e.g., at 7 AM) to catch incomplete work from the previous day and reassign tickets to available technicians.

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Setup

1

Create the scheduled workflow

Name it “Reassign Incomplete Scheduled Work” and set the type to Scheduled. Configure it to run daily at 7:00 AM (or your preferred morning time).An early-morning run gives dispatchers time to review the reassignments before the workday starts.
2

Configure filters

Add the following filters to find tickets with incomplete scheduled work:
Filter configuration for incomplete scheduled work
Filter criteria:
  • Board.Name = Your target board (e.g., Professional Services)
  • Closed Flag = False (only open tickets)
  • Status.Name = Your in-progress status (e.g., “In Progress (plan of action)”)
  • [Extra] Has upcoming Scheduled Entry = False (no future work scheduled)
  • [Extra] Count of past Scheduled Entries not completed > 0 (has missed scheduled work)
3

Add Trigger Another Workflow action

Add a Trigger Another Workflow action and select your Dispatch workflow as the target.
Trigger Another Workflow action configuration
Enable Bypass filter ticket conditions if your Dispatch workflow has its own filters that might exclude these tickets. Since you’ve already filtered in this workflow, bypassing prevents double-filtering.
For less aggressive reassignment, add a filter for [Extra] Count of past Scheduled Entries not completed > 1 to catch only tickets with multiple missed entries. Related: the Manage Calendar recipe handles the scheduling side — creating and updating the schedule entries this workflow checks.