I feel like this has been asked before, and I also feel like I’ve made it work before, but I can’t seem to find a post anywhere here about it.
Can custom fields be added to ticket templates somehow? If not, I’ll post an idea with our use case.
I feel like this has been asked before, and I also feel like I’ve made it work before, but I can’t seem to find a post anywhere here about it.
Can custom fields be added to ticket templates somehow? If not, I’ll post an idea with our use case.
Is that what you are trying to do?
It is, but that didn’t seem to be the case when I tried it. Apparently making the template before creating the custom fields prevents them from ever showing up on the template lol.
Deleted my template and re-created it, the fields are showing now. Thanks!
I have built a ticket template that has 2 custom fields - Employee Name & Location.
Employee Name - text field
Location - drop down menu with a list of all of our school campuses.
Is there a way to build a rule that when a campus is selected from the location custom field to update the ticket templates location?
What I’m currently struggling with - If I enter the ticket template, it wants to use MY location.
I think you’d have to have a seperate rule for each location, but that’s the first thing that comes to my mind...
Found the solution
I created a ticket template and used the rule “Set Requested For”. When I enter the staff member’s name, it populates the field with their name. When I submit the ticket, it automatically routes to their location and not mine. Additionally, it still shows that I submitted the ticket on their behalf (which is okay) and it adds the user as a follower.
This is what we use at our IT Help Desk when users call and we have to create a work order for their campus technician.
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