Registering Ticket Template
3 min
This functionality is intended to enable some functionalities in the service request screen (ticket). This feature provides a variety of actions, such as including, changing, and deleting ticket templates.
Before getting started
The Questionnaire type ticket/change template requires the previous registration of a questionnaire;
The Neuro type ticket/change template requires the previous registration of the Neuro form.
Procedure
- Access the functionality through the main menu System > Ticket Template;
- Click on "New";
- The type of template selected will define the fields to completion:
- JSP: this functionality allows to customize the services screen with reference mainly to the management of purchases and travel. Within the JSP type, there are sub-types previously registered. The utility of this type of template is only observed in versions previous to 7.2.3.9. This template class should be handled by an analyst who has knowledge of JAVA programming;
- Questionnaire: even if the "Enable edit questionnaire" option is disabled, this edition will be possible when the ticket registration occurs. There are two approval functions that can be configured in the service request template or flow maintenance screen. As a rule, for the system, only the settings made on the flow screen will be valid. The approval function on the service request template screen is valid only if linked to the registration of a JSP form in the older models of the system. Enabling fields, although selected by default, will have their view unavailable at the time of ticket creation, this visualization will occur with the completion of the registration. At the time of registration of the ticket that has a form of the standard type, will be available on the first button in the upper left corner, the functionalities: Requester CI, Attachments, Agenda, Release, Project, Knowledge, and email Reading. All enabling functionalities that will be presented both in the service request template screen and flow maintenance will be only valid as marks configured in the flow screen because the first one is mentioned is a complement of the second one. If the service request template is only linked to the portfolio activities, the system will assume that the form is standard, so it will not meet the template's enabling (or not enabling) rules. For the reclassification rule, where the questionnaire or Neuro service template has to be presented for the user response, it is necessary that the template or form is linked to the service request template concomitantly with the flow maintenance screen and the portfolio activity;
- Neuro: when you select this option, the Neuro form link field and Neuro page are made available. You can also select the version of the form by clicking the "Specific Version" button on the form. The template rules of the Questionnaire type are valid for the Neuro type template.