cancel
Showing results for 
Search instead for 
Did you mean: 
Create Post
Level 9

Technicians missing Status Types in Ticket Creation/Modification

Jump to solution

Issue: When Technicians attempt to modify a client/technician-created WHD ticket or attempt to create a new WHD ticket, they only see ( 3 ) Status Types under "Status & Schedule." Those types follow:

- Open

- Closed

- Cancelled

As an Administrator, if I go to "Setup > Tickets > Status Types," I see the following:

Type Name,

Open*

On-Hold (renamed Pending)

Closed*

Cancelled*

Resolved

* Special types; cannot be deleted.


Version: 12.1.0


I've reached out to Support and they haven't been able to identify the underlying issue. Any assistance that could be provided to resolve this would be greatly appreciated.


EDIT:


As a further bit of information:


- I just re-enabled the "default administrator" account and verified that it can not see the other Status Types - also.

Process:

- I can create 2 new Status Types named "Test 1" and "Test 2" and with default settings, they both appear.

- I rename and re-configure "Test 1" to match my "On-Hold" settings and it works - it even moves to position 2, as seen above. With this, the follow appears to Techs: Open, On-Hold, Closed, Test 2

- When I re-configure "Test 2" similar to "Resolved" except for the name, everything appears to be correct.

- I then re-name "Test 2" to "Resolved" and both "On-Hold" and "Resolved" disappear, again, and we're back to: Open, On-Hold, Closed

0 Kudos
1 Solution
Level 9

So, working with Tech. Support over the last couple days, we were able to isolate the underlying issue and I've worked through the problem.

The bit of information I was missing/didn't know was the fact that when a WHD Administrator opts to modify the "Setup > Tickets > Status Types > Options" and assign particular Status Types to "Needs Approval Status Type" and "Approval Denied Status Type," it removes those as options for Technicians to use manually. So, to get around this, I created a new Status types for each of these two options and once I released "On-Hold" and "Resolved" from that assignment, they returned to my Technicians.

View solution in original post

1 Reply
Level 9

So, working with Tech. Support over the last couple days, we were able to isolate the underlying issue and I've worked through the problem.

The bit of information I was missing/didn't know was the fact that when a WHD Administrator opts to modify the "Setup > Tickets > Status Types > Options" and assign particular Status Types to "Needs Approval Status Type" and "Approval Denied Status Type," it removes those as options for Technicians to use manually. So, to get around this, I created a new Status types for each of these two options and once I released "On-Hold" and "Resolved" from that assignment, they returned to my Technicians.

View solution in original post