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Service Desk - Quick Issues

Paul Stephens October 4, 2017

Our agents log a lot of routine issues such as password and profile resets, file recovery etc. 

Ideally, in a perfect world, we would click a button, all required fields would be pre-populated (summary, request type / customer type and some custom fields) - all we would have to do is update the reporter and click create. 

This would then create an issue at the resolved/done status. 

Has anyone come across an add-on or solution to do a similar thing? 

Thanks

2 answers

0 votes
Paul Stephens October 30, 2017

Thanks Jack - we're close, but not close enough for our agents. 

We have a specific 'quick call' issue type which has it's own workflow with post triggers to assign the issue to the creator and automation to transition the issue to resolved.

So all they have to do is fill in a summary, description and reporter, click create and it's done. 

It would be even more effective if they could select the type of request in the create screen which populates the summary and description. 

Cheers

0 votes
Jack Brickey
Community Champion
October 4, 2017

you should be able to do this by using a combo of default values and automation rules. It all depends on the details but expect you can get 95% of the way there if not 100%.

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