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Bayanitani89
Participant

Linking ticket properties to help desk

SOLVE

Hello,

 

I am a new user here.

I created ticket properties that I want to have with each ticket. I also integrated our team inbox to HubSpot. However, how can I make it compulsory for agents to fill the ticket information form before marking any ticket as closed?

 

Will appreciate your support,

0 Upvotes
1 Accepted solution
briannester
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Linking ticket properties to help desk

SOLVE

Hi Bayan,

 

You can set conditional status properties for each status in any of your Ticket pipelines. If you go to your Settings > Objects > Tickets > and then select the 'Pipelines' tab, you can set conditional status properties on your Closed status. If you hover over that stage, you can select 'Edit properties' and there you can add Dependent properties and set them as required (screenshot attached). Once that logic is applied, anytime an agent sets a status for a ticket in that specific pipeline, a popup will show, and they will be required to add values to those properties. Do note that you will have to add this conditional logic for any pipeline that is being used with the help desk.



Brian Nester

Senior Client Delivery Specialist

@ Measured Results Marketing

bnester@measuredresults.com
https://www.measuredresultsmarketing.com/

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2 Replies 2
briannester
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Linking ticket properties to help desk

SOLVE

Hi Bayan,

 

You can set conditional status properties for each status in any of your Ticket pipelines. If you go to your Settings > Objects > Tickets > and then select the 'Pipelines' tab, you can set conditional status properties on your Closed status. If you hover over that stage, you can select 'Edit properties' and there you can add Dependent properties and set them as required (screenshot attached). Once that logic is applied, anytime an agent sets a status for a ticket in that specific pipeline, a popup will show, and they will be required to add values to those properties. Do note that you will have to add this conditional logic for any pipeline that is being used with the help desk.



Brian Nester

Senior Client Delivery Specialist

@ Measured Results Marketing

bnester@measuredresults.com
https://www.measuredresultsmarketing.com/
Bayanitani89
Participant

Linking ticket properties to help desk

SOLVE

Thank you. That was very helpful!