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We have been using IIQ for about a year so I am getting more comfortable with rules, ticket templates, etc.  I always end up finding the unique situations though 😆   Here’s what I want: I would like a ticket to be made, when a ticket closes, and I want the new ticket to reference the closed ticket number.

 

Situation:  Chromebook ticket comes in.  Tech repairs Chromebook, adds actions, adds fee, closes ticket.  I want a ticket to be made that tells me that ticket xxxx is closed and has a fee so I can prompt the email invoice to be sent.  (We currently use MySchoolBucks if that matters.)

 

Reasons I want it: 1. We don’t want the techs to send the invoice because that would add an extra step to their work and we want to limit that 

2. I want to make a comment/action that the invoice was sent since there is no tracking information on sent emails

3. Fee emails can’t be automatically sent (as far as I can tell and also, it wouldn’t be tracked)

 

Creating a ticket template has not worked because it doesn’t reference the ticket number that was closed.  (I could be messing up the variables but I thought I read that variables don’t work in ticket templates…?)   

 

Currently, I have rule to alert me when a ticket closes and there is a balance >1 in it which works, but I would prefer a separate ticket so I don’t miss any emails.  

 

Does anyone have any suggestions?  Fell free to ask any clarifying questions…. it’s a weirdly specific situation I feel like.

Hi ​@SLeichner 7534f8b pottstownk12 ! This is definitely a specific situation but I do this we could make this happen with the Trigger of ‘Resolved’ for Tickets.

Then you can add your conditions (under application filters) on the left side. 

 

As you mentioned, we cannot support variables in Ticket Templates at this time so I think your best bet is to send an email alert for your actions- can be sent to an individual user or team and I also think it would be helpful to use subtasks as a reminder to send/email said invoice. You can also assign the subtask to a user inside of the rule as well. (see screenshot below)

 

I hope this makes sense and is helpful. Please let me know! 


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