5 Replies Latest reply on Sep 12, 2016 5:47 AM by chinmaychavan

    WebHelpDesk - Task




      We'd like to create a task within the WebHelpDesk system that will poll asset status every week or so (depending on the schedule) and if the warranty on the asset is going to expire within a month, create a ticket to alert our technicians that work needs to be performed.


      Is this possible and how would one go about setting it up?



        • Re: WebHelpDesk - Task

          Hi awkwardd,


          I do not believe a task is intended to perform this function, nor does it have that specific ability with the use of Action Rules. Below is a possibility of meeting your needs. I used the one licensed account that I don't have assigned to a specific staff/tech, but tied to a support e-mail address that we monitor and open tickets under.


          The following is intended for this, minus the creation of a ticket of the Asset:

          Under Setup>Assets>Options

          Enable Expiration Alerts:

          Alert Recipient: Single Tech/Admin

          Send Alerts: 1 Month before expiration


          To use the Tasks + Action Rules with the above enabled/ setup (possible use case example):

          1. Configure your Web Help Desk default account with an e-mail address [Tech/Admin Profile, Primary E-mail] that is configured in/with an Incoming Mail Account [Setup>E-mail>Incoming Mail Accounts]. Further define a Request Type this would be tied to, Tech Group, and Techs within the group.
          2. Using the Asset configuration above, Select the Web Help Desk default account as the Alert Recipient.
            1. When the alert fires off to the e-mail account, the Incoming Mail Account parses the Inbox and creates a ticket under the defined request type.
          3. If the Web Help Desk Incoming Mail Account was parsing additional e-mails beyond this single alert e-mail, then you can consider using Action Rules to define the criteria targeting the Alert content, and subsequent actions (modifying the ticket, changing Request Type Queue, assigning to a specific Tech, etc).