Calculated field showing total open and closed tickets on company
SOLVE
I am building some company level health reports and I need to be able to show the total number of open and closed tickets by company in the company it's self. The right side widget is not something I can use as I want to show the open and closed details in list views and reports filtered by week, month, etc. I tried to do a calculated field looking at ticket ID but you can't filter more than one attitbute and since a ticket can have many status, this is not showing the correct data.
I want to use this open and closed numbers to drive workflow actions and alerts to create a proactive CSM health score. I want to know if anyone else has ideas on ways I can populate a field with the open and closed totals for a company?
Calculated field showing total open and closed tickets on company
SOLVE
Hi @lroquet! I'd recommend creating a few custom calculated properties and a workflow for this!
1. Create a custom number property on the ticket level
2. When a new ticket is created, set the value of the number property to 1
3. Create a calculated company property that sums the value of all tickets associated. Make this conditional so that it is only calculated when Ticket status = Open
4. Repeat step 4 with a new company property, but change the condition to Ticket status = Closed
Then, you should be able to use the calculated properties in your reports. I hope this helps!
I hope this helps!
Katie Townsend - Acquisition Consultant at BBD Boom
Calculated field showing total open and closed tickets on company
SOLVE
Hi @lroquet! I'd recommend creating a few custom calculated properties and a workflow for this!
1. Create a custom number property on the ticket level
2. When a new ticket is created, set the value of the number property to 1
3. Create a calculated company property that sums the value of all tickets associated. Make this conditional so that it is only calculated when Ticket status = Open
4. Repeat step 4 with a new company property, but change the condition to Ticket status = Closed
Then, you should be able to use the calculated properties in your reports. I hope this helps!
I hope this helps!
Katie Townsend - Acquisition Consultant at BBD Boom
Calculated field showing total open and closed tickets on company
SOLVE
Hi @KTownsend , could you help with the formula for the calculated company property? I don't seem to be able to insert any properties from the Ticket object to the formula calculation.