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Checklists Idea

telston over 5 years ago

With the inclusion of ticket checklists now, are there plans to integrate this with the Processes and Action Rules? Just one scenario I can think of off the top of my head is a very common task for admins. A user leaves, companies have a policy to store email and files for xxx amount of time. 1 week, 1 month, what ever. A checklist would walk you through all of the steps to remove a user access and would look like:

1. Disable AD account.

2. Remove user from email groups

3. Forward email to a supervisor

4. Keep email/files for 2 months.

It would be nice to be able to use an Action rules to be able to auto update the due date on a ticket from today to 2 months from now.

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0 drjonesy over 5 years ago

I like Check lists function - i think it would also be good to include a check list for clients when raising a ticket via the portal. For example new starter - manager raises a ticket and can select what they require i.e. Access Fob, Mobile phone, Software Packages - i sent my idea to SW !
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0 mark.dangelo over 5 years ago

I guess you can assign the checklists to a certain request type, which would sort of achieve what you are trying to do, but I also lobbied for this (action rules/tasks/process for checklists) in the beta feedback - looks it didn't make the cut.
I also like drjonesy's idea. It would be nice if you could have custom fields on the client side be translated into a checklists on the tech side.
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0 milan.hulik over 5 years ago

Hi Tyler,
This is certainly an idea that is in my backlog for a v2 of checklists. Integration with action rules is a natural additional step. Thank you.
Milan
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0 milan.hulik over 5 years ago in reply to drjonesy

This can be achieved with custom fields linked to a request type. Or is there something I do not see?
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0 jaygriffin500 over 5 years ago in reply to milan.hulik

Can V2 also allow more than 10 items? I think 25 would be great.
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0 FormerMember over 5 years ago

I would like to see this as a feature as well. Please include in the next update.
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0 svdwal over 5 years ago

This indeed would be a very usefull feature.
10 is not enough, 25 at least would be nice.

I am organising a IT organisation at the moment and this is very usefull to get them on track.
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