New Suggested 9/18/2023 by DEMANGER Renault

1

votes

Drag & Drop Ticket to category & Rule creation in one action

NEED : Improving incoming mail sorting

MEAN : Move mails & linked Rule creation in one operation

IDEA : 
1. On ticket grid, Drag & Drop ticket title on the icon of Categories filter (or other new dedicated icon)
2. Open a frame "Move & Rule creation by Drag&Drop"
3. User select the destination category by typing in a field similar than TAG field (with possibilities displayed filtered on typed items)
    Exemple : type "blue" and all sections & categoris with the word "blue" will be displayed
4. On second part of the frame, display the Rule Creation options
     Example :
     Move to "Blue category" (auto selected based on item selected on point 3)
     Based on (select field : title / mail / ...)
     Value [contain / is / isn't]  
     Name of rule : with a default name autosuggested based which resumes the rule "When title contains "..." move to "Blue category".

By this way, rule creation possible in few seconds and directly from grid


Log in to comment...