“已链接工单” 应用使您可以在现有父工单的基础上创建一张子工单,并将两张工单关联在一起。当您需要就同一问题进行两次单独的对话时,此功能特别有用。
不建议 低权限专员使用此应用。当低权限专员创建子工单时,父工单会为已链接的子工单显示空白值,因为低权限专员不能编辑工单属性,除非他们是请求者。
本文章包含以下主题:
安装“已链接工单”应用
已链接工单应用从 Zendesk 市场安装。
安装应用
- 在 管理中心中,单击 应用和整合 图标 (
),然后选择 应用 > Zendesk Support 应用。
- 单击页面顶部的 市场 ,然后在 筛选应用 搜索栏中搜索“已链接工单”。
- 单击页面右上角的 安装 。
- 选择您要安装应用的帐户的子域名。
- 根据需要配置任意应用设置。
- 单击 安装 以完成设置
应用程序已安装在您的 Zendesk 中。
如果您的帐户启用了 工单表格 ,请前往 管理中心> 对象和规则() > 工单 > 表格。将自动创建的链接数据字段添加 到每个活跃的工单表格。
从父工单创建子工单
要从父工单创建子工单,请在工单中打开应用侧栏,然后单击 创建工单。
如果您想将工单描述从父工单复制到子工单,请填写每个工单字段,并勾选 复制当前工单描述 。勾选此选项将仅发送公开回复,而不发送内部注释。父工单的描述将作为公开回复移动到子工单。
子工单创建后,如果子工单已开启,应用将显示一个指向父工单的链接,如果子工单已开启,应用将显示一个指向子工单的链接。
如果您更新了其中一张工单的状态,相关工单的状态不会自动更新。
父工单的标签会自动添加到已链接工单应用,并传递到子工单。这些标签可能会导致字段被设置,包括有条件的字段要求未得到满足。这可能导致子工单创建失败。要避免这种情况,请调整条件要求或移除相关标签。
创建子工单视图
在 安装步骤中,您可以添加一个子标签到已创建的子工单,例如 child_ticket
更新。
要跟踪子工单,您可以 创建一个 满足条件 Tags | 的 视图至少包含以下中的一个 |child_ticket
更新。
创建视图
- 在 管理中心,单击
工作区 ,然后选择 专员工具 > 查看。
- 单击添加视图。
- 在工单必须满足所有这些条件以在视图中显示下添加:
- 标签 |至少包含以下中的一个 |子工单
- 状态 | 小于 | 已解决
已链接工单应用不会自动为父工单添加标签。但是,您可以手动添加标签 到每张父工单,并按照此工作流程跟踪所有父工单。
将业务规则用于“链接工单”应用
您可使用上述标签为父工单和子工单设置 触发器 和 自行程序 。但是,无法设置业务规则使两张链接的工单进行交互操作。例如,无法设置触发器在子工单解决后自动解决父工单。
此工单表格缺失已链接数据字段
错误 此工单表格缺失已链接数据字段 表示 已链接数据 字段未添加到工单表格。错误显示工单字段的名称和 ID 为必填:
解决此问题的步骤
- 在 管理中心,单击
对象和规则 ,然后选择 工单 > 字段。
- 单击您要编辑的工单表格。
工单表格将以编辑模式打开。 - 将 已链接数据 字段拖放到工单表格中,然后单击 保存。
如果您的帐户启用了 工单表格 ,请前往 管理中心> 对象和规则() > 工单 > 表格。将自动创建的链接数据字段添加 到每个活跃的工单表格。
旧版 ReferenceField(仅限现有或旧版安装)
链接工单应用设置中的 参考字段 是字段 已链接数据的 ID。这是手动创建的工单字段,包含在应用中将工单链接在一起的数据。此字段必须出现在所有活跃的工单表格中。
安装时:
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26 条评论
Leonard Chadwick
Tried the bot, but couldn't find an answer to a recent issue with Linked Ticket.
My agents using Linked Ticket select “other" for Assignee, and will select the appropriate group from the Assignee Group dropdown, but no Assignee Name dropdown appears. It will appear for admins, but not agents. This is a relatively new issue as this wasn't happening (agents were able to assign to another team member - usually an admin - from within the Create Linked Ticket app sidebar) two weeks ago. Now they must create the ticket and assign the group, but can only assign to a team member after it's already created from outside of the app. No access changes have been made. Has the app been updated to remove this access to assign from Agents? If so is there any way I (as an admin) can reinstate this access?
Thanks!
0
Mike DR
Currently, the feature isn't available but you could provide product feedback here!
0
Efrat Barak Zadok
Is there a way to see latest comment on the view of the related ticket?
So next to the status - I will also be able to latest comment
0
Paolo
Unfortunately, this is not available at this time. This would be a good feature request!
Best,
Paolo | Technical Support Engineer | Zendesk
0
Juan Manuel Giannini
Hi there! Is there a way to autopopulate the ticket forms of the Child Ticket? I mean, getting the same forms from the parent ticket, to the child one? Thanks!
0
Joyce
Great to know that the Problem-and-incident tickets feature works with your use case.
About the purpose of the Linked Ticket app, this is particularly useful when you need to have two separate conversations around the same issue. For example, a customer reaches out to you about an issue and you need to loop in a third party to resolve the issue. With the Linked Ticket app, you can create a child ticket from the ticket your customer submitted to start a conversation with the third party. This way the third party will not have access to your customer's information but both tickets are linked in the agent's view.
Hope this clarifies!
0
Mark
I did check that out, and actually it seems like that was what we were looking for... thank you for the information.
I wonder what would be the purpose of this "Linked Ticket" functionality then, as it seems similar to problem/incident tickets but less usable.
0
Joyce
Have you considered using the Problem-and-incident tickets native feature for your use case? This feature will allow you to link the tickets to one problem ticket so you won't have to handle your child tickets separately.
You can learn more about this feature in the article Working with problem and incident tickets
1
Mark
This solution is really bad. There should be a way to natively link tickets in ZenDesk together and allow for more than just a single "child ticket". Also how do you link an existing ticket as a "child" ticket instead of creating a new one?
0
Christine Diego
The app is still active and available, I just tested it on my account and the app shows on the ticket side bar. Kindly check if there's any role or group restrictions set on the app the settings.
0
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