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I need to know how to add a button or status row directly while creating an errand where we could "tick" close/resolved/done or something similiar as the errand is already handled in the phonecall and Done.
Today we have to create the errand, then go into que and find it and change status to "Done" manually and the increasing load of phonecalls makes this a bit hard to be able to handle for our employees.
Is this possible to do?
Thanks , yes we need to discuss this but I dont think we cant use this function
Hi @Marcus Lindström ,
it sounds like your use case is that you are occasionally using the JSM project to log phone support. Moreover there is no effort required after simply logging the ticket. So given this you wish to have the ticket moved to Done as soon as it is created, assuming this is correct here is how I would approach the solution.
Use automation to move the ticket to done as soon as it is created. Here is automation rule concept:
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This I tried but problem is the "ticket" is not "removed" from que though status is changed to requested. We have DONE and SOLVED as status, so in order to close ticket we need to first mark as done and then solved.
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So why can you not transition to Solved in the automation rule?
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If your workflow requires going thru Done before Solved transition twice or modify the workflow to allow direct to solved.
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Hi @Jack Brickey Jack, thanks for that but still even If i do first "Done" and then "Solved" it stays in the que. All other errands will be "removed" from que when "Solved", not sure what's causing this :)
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Welcome to the community.
You can set issue status on create action.
Also check this page: Set the status of an issue while creating it
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Indeed this is a new feature however, I'm not a big fan of this as it is a system setting vs. project setting. My recommendation, before enabling, would be to check with all other project teams. There is a discussion/request to make this config project based. Just my $0.02.
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