Ticket Forms

 

OTRS Feature OTRS Ticket Forms für die OTRS Help Desk Software

 

 

Target Groups

  • Customer Service/Support
  • IT Service Management
  • Sales
  • Public Authorities

Benefits

  • Flexible reaction to various customer requests
  • Acceleration of processes by using forms
  • Increases the completeness of forms by defining mandatory fields

Functionality

For service organizations that use the OTRS Help Desk software in different departments or that have to respond to many different types of customer requests, this feature is a definite must-have. With it you can display different ticket masks and forms in the agent and customer interfaces, depending on which dynamic fields are relevant to the customer request. Moreover, the ticket creation process is faster as headlines and message body fields are pre-filled with the necessary information. You can define required fields for forms as well as display pre-filled fields, such as ticket types and services, in the customer interface based on the Customer Group settings. Since version 1.2.1 you can also pre-fill ticket masks by adding attachments, using rich text format, or using the OTRS Smart Tags <OTRS_CONFIG_*> and <OTRS_CURRENT_*> in the template body.

With this feature the following screens can be configured:

  • Agent Interface
    • New phone ticket
    • New email ticket
  • Customer Interface
    • New ticket

In addition, the included feature “Hide/Show Dynamic Fields,“ which is also available as a separate feature, enables you to define which dynamic fields you want to display in your ticket forms and which ones you want to hide. This gives you more freedom in configuring all OTRS Ticket Masks to your specific needs.

Another included feature is “Restore Pending Information,“ which makes it possible to restore the pending reminder information of the last reminder when you open a new reminder in the ticket pending pop-up screen.

The following information can be restored:

  • Pending Date
  • State
  • Title
  • Text (only pre-filled if the text comes from a note article; for example, one created by the AgentTicketPending pop-up screen)

This feature works when the target time of the reminder has not expired; otherwise the standard functionality sets the usual default values.

Please Note

This feature ist not compatible with the following features:

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