You have added and enabled process templates. See Add, edit, and enable process templates.
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a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
c. |
Select a queue from the queue selection drop-down, then Choose Action > New Ticket From Process > Process name. |
2. |
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Click Apply Changes to save the ticket and continue editing it. |
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Click Cancel to discard the ticket changes. |
See Create tickets from the Administrator Console Ticket page. The process ticket is created, and child tickets are created automatically for activities assigned to stage 1. Stage 2 child tickets are created when all stage 1 tickets are closed, and so on. If approvals are defined for the process, child tickets are created after the approvals are received for the process ticket.
You can quickly create a process ticket by email for any existing process templates.
Prior to creating a process ticket by email, you must obtain and obtain the following information:
3. |
4. |
6. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
You have created a ticket based on a process template. See Create process tickets to manage related tasks.
1. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
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Click Apply Changes to save the ticket and continue editing it. |
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Click Cancel to discard the ticket changes. |
You have created a parent ticket based on a process template. See Create process tickets to manage related tasks.
1. |
a. |
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information. |
b. |
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Click Apply Changes to save the ticket and continue editing it. |
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Click Cancel to discard the ticket changes. |
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