Ticket Templates

Ticket Templates (added in version 5.5) provide the ability to apply changes to ticket fields during ticket edit by selecting from a drop-down list of pre-defined templates.  The changes can be applied to some or all of the fields on the ticket.

This feature is useful for:

Templates can be globally available in all queues, or set to be available in only a single queue.

Templates are set up only by TeamHeadquarters Administrators, using the Command List function.

 

How to apply a template

  1. Edit the ticket.

  2. Select the desired template from the drop-down field in the top right corner of the ticket edit page.

  3. The fields pre-selected in the template will be set/changed.

  4. Make any additional additions or refinements to the ticket fields.

  5. Click Save or Apply.