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Adding Check Boxes for tickets


brett.eckler
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Is there a way to add checkbox into the problem description of a ticket.  

I want to create tickets for my data clerks throughout the year and want them to check off that they have completed the 10-15 items that are on the ticket.  

Best answer by Patrick Bennett

I would suggest installing the Advanced Ticketing app and leveraging the subtasks functionality.   If  these types of tickets always require the same tasks to be completed, you could use a rule to automatically add those tasks to the specific ticket types.  

 

https://community.incidentiq.com/advanced-ticketing-workflow-80/subtickets-and-subtasks-326

 

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Patrick Bennett
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  • iiQ Community Manager
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  • Answer
  • July 11, 2022

I would suggest installing the Advanced Ticketing app and leveraging the subtasks functionality.   If  these types of tickets always require the same tasks to be completed, you could use a rule to automatically add those tasks to the specific ticket types.  

 

https://community.incidentiq.com/advanced-ticketing-workflow-80/subtickets-and-subtasks-326

 


brett.eckler
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  • 25 replies
  • July 13, 2022

Thank you for this this is what i was looking for.

 

I have 2 other questions @Patrick Bennett and @Hannah Bailey , is there a way to make subtasks required to be completed before a subticket can be completed? we don’t want subtickets inside of subtickets necessarily (too many ticket numbers get created).  

 

The other question is, lets say we have an outage at a school , like the Lunch Room software goes down.  but we receive 5 tickets with the same requests from 5 different people.  is there a way to assign those 5 tickets to a parent ticket? 


Hannah Bailey
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  • iiQ Community Manager
  • 1690 replies
  • July 14, 2022

@brett.eckler 

Currently, subtasks can not be marked as required to resolve a ticket. Another community member has added this enhancement request to our idea exchange:
 

https://community.incidentiq.com/ideas/mark-subtasks-required-or-not-required-962

 

Parent & Subtickets are created by creating a ticket template. There is not a way to convert an existing ticket into a subticket at this time. This would be a great enhancement and idea in our idea exchange.

 


brett.eckler
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  • July 14, 2022
Patrick Bennett wrote:

I would suggest installing the Advanced Ticketing app and leveraging the subtasks functionality.   If  these types of tickets always require the same tasks to be completed, you could use a rule to automatically add those tasks to the specific ticket types.  

 

https://community.incidentiq.com/advanced-ticketing-workflow-80/subtickets-and-subtasks-326

 

@Patrick Bennett @Hannah Bailey is there a way to make subtasks automatic when creating a subticket, i’m having a pretty hard time following how to create all of this.  i have read the documents 3 or 4 times, and it is not clicking in my head. 

 

This is the workflow i’m looking for:
Parent Ticket Created - Data Validation

Subticket created at each school assigned to the data clerk at that school (they have been made agents), with 6 or 7 subtasks assigned to those tickets


Hannah Bailey
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  • iiQ Community Manager
  • 1690 replies
  • July 15, 2022

@brett.eckler 
Subtask can only be added automatically (by rules engine) to parent tickets at this time. You do have the ability to add them manually to subtickets.

You and other community members have the same ideas. Here is another idea in our idea exchange to be able to add subtask via rules engine to subtickets.  

https://community.incidentiq.com/ideas/allow-subtasks-to-be-added-to-subtickets-via-auto-rules-963

 


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