I am trying to create a Ticket Workflow that adds Worksheets automatically depending on the workflow that was picked. I am attempting to do this by setting up a Custom Field Type that has Worksheets associated with it, is this the correct way to go about it? currently the Custom Field type has no defaults while in the workflow section, how can i add defaults to this? or is there an easier way to do this?
You’re using it the correct way. If you’re using the Ticket Custom Field without any Field Types such as Text Field, Check Box etc, only to trigger Ticket Worksheet, that would work. Alternatively if you’re looking to make full use of the Ticket Custom Fields, you can add a number of field types incl. making it required or not. Perhaps this knowledge base article will provide more info as well: Ticket Custom Fields
Perhaps the documentation should be updated to explain the fact that this does not work after the fact when a ticket is already created, only during the initial creation of the ticket manually by a tech in the Syncro portal.
I cannot figure out how this would work. All I want to do is attach one worksheet to every new ticket.
I have a custom field type and added the worksheet. No other options for this custom field type.
I created a workflow… How do you add a “choice” to the “no defaults available” value. Specifically for the “custom field type” under the ticket section of a workflow. I have searched everywhere and cannot find anything on how to do this.
It should not be this hard to do something so simple.
I am not sure what I did… but it works now. Every new ticket has our default troubleshooting worksheet attached.
I really do not know how I did it.