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Prerequisites: At least one ticket template must exist in your ticketing application. Learn more about Creating a Ticket Template.
To create a scheduled ticket:
- In Work Management, click View Applications then select your Ticketing application tile
- In the Application Toolbar, click the gear icon
- Click New Scheduled Ticket
- Complete the ticket schedule form with the required information
- Click Save
Schedule Details
Configure when and how often tickets should be created:
- Name – A descriptive name for the schedule (helps you track the schedule; not used as the ticket title). The ticket title will be determined by the selected template.
- Schedule – How often tickets should be created (Daily, Weekly, Monthly, or Yearly). Additional options appear based on your selection
- Is Active? – Controls whether tickets are automatically created. Deactivating a schedule stops ticket creation without deleting the schedule configuration. Upon activating a schedule, any tickets skipped during the inactive period will NOT be created retroactively.
Define the properties of automatically created tickets:
- Classification – The ticket classification to apply when creating tickets
- Template – The ticket template to use. Only templates matching the selected classification are available. Click the + icon to create a new template if needed
- Requestor – The user who will be marked as the requestor on created tickets. Click the + icon to create a new user record if needed
- Notify Requestor? – Whether to send an email notification to the requestor when tickets are created
- Acct/Dept – The account/department to associate with created tickets
- Responsible – The user to assign as responsible when the ticket is created. Leave blank to create unassigned tickets
- Notify Responsible? – Whether to notify the responsible resource when tickets are created
- Asset/CI – The asset or configuration item to associate with created tickets
- Start Date – Number of days after ticket creation when work should begin
- Due Date – Number of days after ticket creation when work is due