Ticket Zoom

Use this screen to see the details of a ticket. The Ticket Zoom screen is available, if you click on a ticket in any other screens.

Ticket Zoom Screen

Ticket Zoom Screen

This screen has an own menu and contains several widgets.

Ticket Menu

The Ticket Zoom screen has an own menu.

The menu is extensible and menu items can be grouped into drop-down lists.

Ticket Menu

Ticket Menu

Back
This menu item goes back to the previous screen.
Print
This menu item opens a PDF file to show the printer friendly version of the screen. You can save or print this PDF file.
Priority

This menu item opens a new window to change the priority of the ticket.

Change Priority Screen

Change Priority Screen

Priority
Select the new priority for the ticket.
Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Is visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
People

This menu item groups the following menu items together:

Owner

This menu item opens a new window to change the owner of the ticket.

Change Owner Screen

Change Owner Screen

New Owner *
Select the new owner agent from the list. The agent needs owner permission, otherwise the agent is not listed.
Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Is visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Customer

This menu item opens a new window to change the customer of the ticket.

Change Customer Screen

Change Customer Screen

Customer user *
The new customer user of the ticket.
Customer ID
Automatically selected based on the customer user.
Communication

This menu item groups the following menu items together:

Note

This menu item opens a new window to add a note as new article to the ticket.

Add Note Screen

Add Note Screen

Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Is visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Phone Call Outbound

This menu item opens a new window to add a note based on an outgoing phone call to the ticket.

Phone Call Screen

Phone Call Screen

Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Next ticket state
Select an other state if you want to change it.
Pending date
Select a date and time as reminder for the ticket. If the pending time is reached, the ticket can be escalated.
Time units (work units)
Enter any amount of time units for time accounting.
Phone Call Inbound

This menu item opens a new window to add a note based on an incoming phone call to the ticket.

This screen is the same as Phone Call Outbound screen.

E-Mail Outbound

This menu item opens a new window to send an email and add the email as article to the ticket. This screen is very similar to an email client screen.

Outbound Email Screen

Outbound Email Screen

From
This field is read only and holds the queue address.
To *
This will be the To field of the email.
Cc
Select other customer users as carbon copy of the email, if needed.
Bcc
Select other customer users as blind carbon copy of the email, if needed.

Note

You can select a customer user from OTRS or any valid email address can be added here.

Usage of wildcards (*) is also possible. Enter two asterisks (**) to list all customer users.

Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Next ticket state
Select an other state if you want to change it.
Pending date
Select a date and time as reminder for the ticket. If the pending time is reached, the ticket can be escalated.
Visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Pending

This menu item opens a new window to set the pending time of the ticket.

Set Pending Time Screen

Set Pending Time Screen

Next state
Select the pending state of the ticket.
Pending date
Select a date and time as reminder for the ticket. If the pending time is reached, the ticket can be escalated.
Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Is visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Close

This menu item opens a new window to close the ticket.

Set Pending Time Screen

Set Pending Time Screen

Next state
Select the closed state of the ticket.
Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Is visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Process

This menu item opens the New Process Ticket screen to start a process from this ticket.

Note

This option is available only, if at least one process is deployed in the system.

Miscellaneous

This menu item groups the following menu items together:

Lock or Unlock

The name of the menu item depends on the lock state of the ticket.

Lock
If the ticket is unlocked, an agent can lock the ticket and the agent becomes the ticket owner.
Unlock
If the ticket is locked to an agent, the agent can release the ticket and other agents can lock it.

Warning

This menu item has no confirmation window. Lock or unlock the ticket is done immediately.

History
This menu item opens a new window to see the history of the ticket.
Ticket History Screen

Ticket History Screen

Note

If several entries are added to the history, use the filter box to find a particular entry by just typing something to filter.

Free Fields
This menu item opens a new window to change the free field values of the ticket.
Ticket Free Text Screen

Ticket Free Text Screen

Title *
The title of the ticket.
Link

This menu item opens the standard link screen of OTRS. Tickets can be linked to other tickets, FAQ articles or appointments. Existing links can also be managed here.

Link Ticket Screen

Link Ticket Screen

Link with
Select the other object the ticket should be linked to.

The other fields can be used to find the appropriate object to link, and the fields can be different for each object.

Merge

This menu item opens a new window to find a destination ticket for the current ticket. The articles of current ticket will be moved to the destination ticket, and the current ticket will get the state merged.

Ticket Merge Screen

Ticket Merge Screen

Merge to Ticket# *
Try typing part of the ticket number or title in order to search by it.
Inform sender
Check this box, if you would like to inform sender about ticket merge. If this box is checked, the following fields must be filled.
From
This field is read only and holds the queue address.
To *
This will be the To field of the email.
Subject *
The subject of the ticket like the subject of an email.
Text *
The body text of the email to be sent.
New Appointment
This menu item opens the New Appointment dialog, and selects the current ticket in the Ticket field for linking.
Queue

This menu item is only a drop-down list of available queues. Select a destination queue, if the ticket needs to be moved there.

Warning

This menu item has no confirmation window. Moving the ticket to an other queue is done immediately.

Settings

Click on the gear icon in the right side of the ticket menu to change the article view settings. The following options are available:

Show one article
Only the article is displayed in the Article Zoom widget, which is selected in the Article Overview widget.
Show all articles
All articles are displayed in the Article Zoom widget under each other.
Show Ticket Timeline View
Articles are displayed in a timeline without Article Overview widget and article menu.

Article Overview

This widget lists all articles of the ticket in a table.

Article Overview Widget

Article Overview Widget

Most of the columns are sortable by clicking on the header. Click again to change the sort order.

There are three possible colors used to mark the type of article.

  • White: the article is visible for the customer user in the external interface and for agents in the agent interface.
  • Red: the article is not visible for the customer user in the external interface, but it is visible for agents in the agent interface.
  • Yellow: the article is a system message and the visibility can be changed in the system configuration.

Note

This widget is not displayed in ticket timeline view.

Article Zoom

This widget displays the details of the article. The widget has an own menu.

Article Zoom Widget

Article Zoom Widget

The menu is extensible and menu items can be grouped into drop-down lists.

Mark or Unmark
Use this menu item to mark article as important or to remove the important flag from the article. Important articles have a red information flag in the Article Overview widget.
Print
This menu item opens a PDF file to show the printer friendly version of the current article. You can save or print this PDF file.
Split

Use this menu item to split the article to an other ticket. Select the new ticket type and click on the Submit button.

Article Split Dialog

Article Split Dialog

It is possible to split the article into several type of ticket.

Email ticket
Selecting this will open the New Email Ticket screen and fill in the fields with the current article data.
Phone ticket
Selecting this will open the New Phone Ticket screen and fill in the fields with the current article data.
Process ticket

Selecting this will open the New Process Ticket screen and fill in the fields with the current article data.

Note

This option is available only, if at least one process is deployed in the system.

Bounce

Use this menu item to redirect the article. The original article will be sent, so the new To person will see the email as it was originally sent to him or her.

Article Bounce Screen

Article Bounce Screen

Bounce to *
The email address where the article needs to be redirected. The sender of the redirected email is the original sender of the article.
Next ticket state
Select the closed state of the ticket.
Inform sender
Check this box, if you would like to inform sender about bouncing. If this box is checked, the following fields must be filled.
From
This field is read only and holds the queue address.
To *
This will be the To field of the email.
Subject *
The subject of the ticket like the subject of an email.
Text *
The body text of the email to be sent.
Forward

Use this menu item to forward the article via email.

Article Forward Screen

Article Forward Screen

From
This field is read only and holds the queue address.
To *
This will be the To field of the email.
Cc
Select other customer users as carbon copy of the email, if needed.
Bcc
Select other customer users as blind carbon copy of the email, if needed.

Note

You can select a customer user from OTRS or any valid email address can be added here.

Usage of wildcards (*) is also possible. Enter two asterisks (**) to list all customer users.

Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Next ticket state
Select an other state if you want to change it.
Pending date
Select a date and time as reminder for the ticket. If the pending time is reached, the ticket can be escalated.
Visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.
Reply

Use this menu item to compose an answer to the article via email. Reply is created from a response template set in Templates module of the administrator interface.

Compose Answer Screen

Compose Answer Screen

From
This field is read only and holds the queue address.
To *
This will be the To field of the email.
Cc
Select other customer users as carbon copy of the email, if needed.
Bcc
Select other customer users as blind carbon copy of the email, if needed.

Note

You can select a customer user from OTRS or any valid email address can be added here.

Usage of wildcards (*) is also possible. Enter two asterisks (**) to list all customer users.

Subject *
The subject of the ticket like the subject of an email.
Options
It is possible to add other objects like customer users or FAQ articles to the ticket.
Text *
The body text of the note to be added to the ticket.
Attachments
It is possible to add attachments to the ticket. Click on the field to add an attachment, or just drop some files here.
Next ticket state
Select an other state if you want to change it.
Pending date
Select a date and time as reminder for the ticket. If the pending time is reached, the ticket can be escalated.
Visible for customer
Define, if the note is an internal note or customer can view it.
Time units (work units)
Enter any amount of time units for time accounting.

Ticket Timeline View

The ticket timeline view provides a chronological view of all actions which happened on a ticket, like articles, owner changes, incoming mails and other actions. With this view, agents are able to get a good overview of a ticket in less time.

Ticket Timeline View Widget

Ticket Timeline View Widget

In this view you can work on the ticket as you are used to. You can inspect the time of each event in the timeline by hovering the little square next to each event with your mouse cursor. You can view the full content of articles by using the zoom icon on top of the certain articles box, where you will find all common article actions.

See also

The ticket timeline view can be activated in the Settings menu item (gear icon) in the ticket menu.

Linked Objects

Tickets can be linked to other objects. Use this widget to see the links between the ticket and other objects.

Linked Objects Widget

Linked Objects Widget

New links can be added by the Link menu item of the Ticket Zoom menu. Existing links can also be managed there.

To see the linked object details, click on an entry in this widget.

See also

Change setting LinkObject::ViewMode to Complex to display detailed information about linked objects.

Complex Linked Objects Widget

Complex Linked Objects Widget

Ticket Information

This widget contains information about the ticket.

Ticket Information Widget

Ticket Information Widget

Customer Information

This widget contains information about the customer.

Customer Information Widget

Customer Information Widget