Implemented Suggested 8/7/2020 by Jared Call

29

votes

automation rule to create ticket based on calendar date/time

Case: regularly scheduled maintenance.

I'd like to have an automation rule that creates "go run some tests on the customer's servers" tickets at the beginning of each month, then that would be treated like any other ticket. This is really a regularly scheduled task with a way to save notes and communicate with the customers, schedule downtime, etc.
An
Andreas 10/7/2020 4:55 PM
Hi Jared

We had a similar suggestion https://support.jitbit.com/helpdesk/Ideas/15261
But unfortunately Jitbit has declined our suggestion.
I support and upvote Your suggested idea.

With good wishes
Andreas
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Alex 11/4/2020 4:51 AM Tech
But you can create a "scheduled ticket" for that. Or make an existing ticket scheduled.
JC
Jared Call 11/4/2020 9:25 AM
I had never seen that before, and it took me a while to find it this time even knowing it was tehre.

For the other 28 people tho upvoted this, here is how you do it:
1) create new ticket screen
2) Advanced button at the bottom
3) there is now a "repeat" option shown

Instructions (which incidentally do not mention those 3 steps): https://www.jitbit.com/docs/helpdesk/help/ticketschedule.htm
JC
Jared Call 11/4/2020 9:25 AM
Ah - forgot to mention. Thanks Alex!
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Alex 11/4/2020 9:45 AM Tech
Yea. Another option would be - to open any existing ticket and then in the "details" bar on the right click the "..." button to add a schedule.

We'll think about surfacing this better and maybe add some docs

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