Hello,
I wanted to know whether this is possible, or easy to implement on my own. We offer physical service in stores, and we are looking for a all-in-one solution.
The ideal flow:
Customer creates a ticket of a broken item in a store, giving his physical address, selecting from a drop down the item(we would provide an item list per store from our API), and sets a date range when our technician can visit them.
The agent redirects the request to a technician in the right area.
The technician picks a specific date from the customer defined range.
The customer green light it.
We have a couple developers, so if that is something interesting we could definetely contribute with the right guidance
system
Closed
June 12, 2023, 11:57am
2
This topic was automatically closed after 416 days. New replies are no longer allowed.
This is possible with Core Workflows since Zammad 5.0 partly.
The problem is that there’s several requests (and if we’re picky technical questions) inside which is troublesome.
I believe what you’re actually missing is a ckecklist / todo functionality.
If that’s the case, subscribe this issue:
opened 12:11PM - 16 Oct 23 UTC
enhancement
ticket
productivity
A:Miro
VoteHos
### WHAT
Currently, creating simple checklists/to-do lists in Zammad is impossi… ble. This leads to very time-consuming workarounds and/or to outsourcing to other tools. It interrupts the user’s workflow in Zammad and makes the process inconvenient.
### USE CASES
**a.** Customers sometimes can’t immediately provide all necessary information for a request, therefore, I need to track what information has already been provided and which one is still open/missing.
**b.** Requests from clients require the check of a procedure of 10 or more steps & some work procedures require to be done in a specific order. I want to create Templates for specific To-do’s and use them accordingly, depending on the request.
**c.** A customer has a complaint about the operation of some services, now I need a list of several things to check, to see if there is a possible problem, before transferring a ticket to higher-level support.
**d.** I want to create simple work orders which are basically a number of standard to-dos and it is important that I carry out all to-dos on the list. To manage these to-dos, I want to use checklists.
**e.** OnBoarding: We’d like to keep records of the platforms a user has been granted access to. / OffBoarding: Whenever someone leaves the organization, we need to lock accounts and clean up all over the place, as well as have a record of what has been done and who has done it. We want to make sure that we don’t miss any of the steps.
**f.** I need to make sure, everything is checked when a technical error occurs. I want to check a list of common mistakes.
### Intended Outcome
Have checklists inside the Tickets / connected to tickets
Have the possibility to create/store “Checklist Templates” to pick accordingly the needed template for each ticket
### Actual behaviour
Checklists for each ticket are outsourced to another tool.
### ACCEPTANCE CRITERIA / USER STORIES
- Creating multiple checklist templates in the admin area of Zammad, each consisting of a series of checklist items
- Adding one checklist to an existing ticket
- ~Adding multiple checklists to an existing ticket~
- Checking/(unchecking) items on the checklist within a ticket
- ~Adding a note to a specific checklist item / add additional description/comment to a single checklist item~
- Visibility into who (un)checked in a checklist item and when
- Warning when trying to close a ticket that still has unchecked checklist items
-> needs to also apply to closed states (for example pending close)
- ~Assigning checklist templates to groups (multi-select allowed if possible)~
- option to link a ticket to a Checklist Item / Ticket references
-> When ticket is closed, Checklist Item is checked off automatically
(Use case rami.io: doesn't solve problem with the note)
***NOTE**
To combine Checklists or even Checklist Tasks with Processes or workflows might create a high complexity, and also having dependencies between checklists as well.
**Decision for simple checklist - no trigger/CWF/...**
### MOCKUPS
#### Admin
<a href="https://github.com/zammad/zammad/assets/6049445/0093508d-f408-42ef-8abc-93c91720c534" target="_blank"><img width="180" title="01-Intro" alt="01-Intro" src="https://github.com/zammad/zammad/assets/6049445/0093508d-f408-42ef-8abc-93c91720c534"></a> <a href="https://github.com/zammad/zammad/assets/6049445/690e3aee-5906-484d-896d-4c92d6828a44" target="_blank"><img width="180" title="02-Add" alt="02-Add" src="https://github.com/zammad/zammad/assets/6049445/690e3aee-5906-484d-896d-4c92d6828a44"></a> <a href="https://github.com/zammad/zammad/assets/6049445/dbad21ad-c8c5-4209-bb5d-603ef12b0363" target="_blank"><img width="180" title="03-AddPopulated" alt="03-AddPopulated" src="https://github.com/zammad/zammad/assets/6049445/dbad21ad-c8c5-4209-bb5d-603ef12b0363"></a> <a href="https://github.com/zammad/zammad/assets/6049445/450ba74b-a0ae-4ba9-9f3a-c48c45f441b7" target="_blank"><img width="180" title="04-Added" alt="04-Added" src="https://github.com/zammad/zammad/assets/6049445/450ba74b-a0ae-4ba9-9f3a-c48c45f441b7"></a> <a href="https://github.com/zammad/zammad/assets/6049445/53c8b441-65c6-4c4c-9529-1aa48801c60d" target="_blank"><img width="180" title="05-Edit" alt="05-Edit" src="https://github.com/zammad/zammad/assets/6049445/53c8b441-65c6-4c4c-9529-1aa48801c60d"></a> <a href="https://github.com/zammad/zammad/assets/6049445/3d79daa8-d71b-44d8-91f8-62d9e396734c" target="_blank"><img width="180" title="06-Overview" alt="06-Overview" src="https://github.com/zammad/zammad/assets/6049445/3d79daa8-d71b-44d8-91f8-62d9e396734c"></a>
#### Ticket Zoom
<a href="https://github.com/zammad/zammad/assets/6049445/f7dc2582-aa5f-4570-ab9d-69ba40d7a90d" target="_blank"><img width="180" title="07-TicketAttributes" alt="07-TicketAttributes" src="https://github.com/zammad/zammad/assets/6049445/f7dc2582-aa5f-4570-ab9d-69ba40d7a90d"></a> <a href="https://github.com/zammad/zammad/assets/6049445/d438ce92-bd2e-41d0-a366-e3b2a4e7a5b3" target="_blank"><img width="180" title="08-SidebarWithoutTemplates" alt="08-SidebarWithoutTemplates" src="https://github.com/zammad/zammad/assets/6049445/d438ce92-bd2e-41d0-a366-e3b2a4e7a5b3"></a> <a href="https://github.com/zammad/zammad/assets/6049445/4dc47e7c-4dc3-4187-b396-61d5db563e5d" target="_blank"><img width="180" title="09-SidebarWithTemplates" alt="09-SidebarWithTemplates" src="https://github.com/zammad/zammad/assets/6049445/4dc47e7c-4dc3-4187-b396-61d5db563e5d"></a> <a href="https://github.com/zammad/zammad/assets/6049445/27673fed-5331-4c53-969a-67ef0ba36b9e" target="_blank"><img width="180" title="10-SidebarEmpty" alt="10-SidebarEmpty" src="https://github.com/zammad/zammad/assets/6049445/27673fed-5331-4c53-969a-67ef0ba36b9e"></a> <a href="https://github.com/zammad/zammad/assets/6049445/6e8feec4-5832-41aa-9467-7e7b6909ca4b" target="_blank"><img width="180" title="11-SidebarFirstEntryPopulated" alt="11-SidebarFirstEntryPopulated" src="https://github.com/zammad/zammad/assets/6049445/6e8feec4-5832-41aa-9467-7e7b6909ca4b"></a> <a href="https://github.com/zammad/zammad/assets/6049445/bc0e8bd6-ddf1-4dee-9e76-5963dff9e26b" target="_blank"><img width="180" title="12-SidebarFirstEntryAdded" alt="12-SidebarFirstEntryAdded" src="https://github.com/zammad/zammad/assets/6049445/bc0e8bd6-ddf1-4dee-9e76-5963dff9e26b"></a> <a href="https://github.com/zammad/zammad/assets/6049445/0266f199-b569-41cd-afcf-739481063bb1" target="_blank"><img width="180" title="13-SidebarSecondEntryAdded" alt="13-SidebarSecondEntryAdded" src="https://github.com/zammad/zammad/assets/6049445/0266f199-b569-41cd-afcf-739481063bb1"></a> <a href="https://github.com/zammad/zammad/assets/6049445/880387f4-83f3-48e8-9216-a75b5ca6536f" target="_blank"><img width="180" title="14-SidebarAllAdded" alt="14-SidebarAllAdded" src="https://github.com/zammad/zammad/assets/6049445/880387f4-83f3-48e8-9216-a75b5ca6536f"></a> <a href="https://github.com/zammad/zammad/assets/6049445/ae9f45b1-a909-4311-a208-d8d6c43b02d5" target="_blank"><img width="180" title="15-SidebarReorderMode" alt="15-SidebarReorderMode" src="https://github.com/zammad/zammad/assets/6049445/ae9f45b1-a909-4311-a208-d8d6c43b02d5"></a>
Other than that I’ll be closing the rest due to missing feedback from the community.