Need a way to direct tickets by an excavator and contained work done for 'X' to a particular folder?
Done in 3 Steps
TICKET SAMPLE:
EXAMPLE:
COMPANY= Your Company EXCAVATOR=KING SURVEYORS Done for: AFFLACK PARK PROJECT (Turn on keyword highlighting)
STEP 1
Set up Keywords for the Excavator
- 1. Administration>Ticket Management>Keywords>Add a Keyword (this is simply an identifier - if you have multiples you could just enter Excavators)
- 2. Add a Keyword Item- this is anything that you want to isolate as a key
See below - this is adding other keyword items
Do the same process for 'Done For'---
Done for: AFFLACK PARK PROJECT
STEP 2
Now, set the folder placement rule to Auto Process
Go to Ticket Management>Auto-Processing>Add an Auto Folder Placement Item
* the system will always process in this order--- Auto Response, Auto Folder Placement, Auto Assignment
STEP 3
Now, set up the Notification that the ticket is there - Action Trigger
Ticket Notification>Ticket Put in Folder Notification
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