bvondeylen

Hi David, Like Rick says, the answer is "Yes you can" In Setup, select Processes > Action Rules Create an Action Rule Info, where the Rule Triggering = "only when updated by a Tech" When criteria evaluation results in a match, apply action… = "only if criteria did not match before the Ticket was updated" Select the…

I have seen that happen for awhile now, but (at least on the Mac) attempting to log in a 2nd time has succeeded.

You cannot require attachments on any request type. You can enable or disable attachments on a request type, but that is as far as it goes.

To begin, it is amazing how many help desk systems do not even include 'parts and billing' in their systems. So 4 stars for WHD for actually having this module. Notifications When you enable Notifications, you should see a Inventory Alert Threshold (which it sounds like you know about), where you can ask for an email to be…

I have asked the same question and the response has been to use the Approval process instead of Parent/Child ticket. So, if you could implement an approval process in your ticket workflow, that may be a solution.

I haven't tried it, but when creating a Custom Field, you can set the field to be editable by Clients, but Required by Techs. Wouldn't that do what you want?

Do you create a Purchase Order and fill in data from the Asset into the Purchase Order, or are you doing this directly within the Asset? I am using the Purchase Order and WHD 12.2.2 and it is working for me.

Depends on how many steps will be involved and how many techs (or non-techs). Step 1 is to go into Setup > Processes > Action Rules Create a "New" Action Rule Configure the Rule Triggering and give the Process a Name Click the Criteria TAB and set the Request Type to match the request type you want to match Click the…

From what I have been able to figure out, you also need to "Schedule-In" and "Schedule-Out" the Asset before you can complete the Reservation. Then you can finally "Check-Out" the Asset (seems like a strange requirement). Something that should only take 2 steps requires about 8 steps to complete. Not quick at all, but can…

Automate? Like doing it on its own without any interaction? On a time schedule? Wouldn't this just create a bunch of files in your downloads folder (or desktop) all with the same name followed by a number? Isn't it simple enough to just check the box to select all open tickets, the select "Download TSV"? You could create a…