Macros¶
Macros are used to grouping actions with tickets. Go toSettings → Tickets → Macros .
Macro Details¶
Fill out the MacrosTitle , then set up the Macro settings below:
| Settings | Decription |
|---|---|
| Description | Enter a description. |
| Position | Select on which positon your macro will display. The number of macros that are displayed depends on your screen resolution. |
| Display in activity | Select one option: - Not displayed - Under arrow - As button |
| Display in ticket | Select one option: - Not displayed - Under arrow - As button |
| Button colour | Select the colour of your macro button. |
Action¶
Drag acontainer from theMacros list and drop it into the form field. You can combine more than one macro together. For example, you can combineReopen macro with theBack macro it will set date for reopening the ticket, save the ticket and return you back on the preview of your tickets.
| Macro | Description |
|---|---|
| Back | Save your ticket and return to the preview of your tickets. |
| Category | Select a category for this macro. By clicking this macro button it will assign the chosen category and save your ticket. |
| Close activity | Closes the current ticket activity. Combine with other macros (e.g. Back or Status) to close the activity and save the ticket in a single click. |
| Delete | Delete your ticket and return to the preview of your tickets. |
| Not save | Changes parametres of the ticket without saving it. |
| Notification | Calendar notification. If you click this macro button, the window with your notification will open. Fill in the fields and click Save . |
| Priority | Select a ticket priority for this macro. By clicking this macro button it will change the priority and save your ticket. |
| Reopen | Reopen time: Relative time that should be added to current time for reopening (e.g. +1 week, 3 days, 7 hours, 2 minutes, 5 seconds). Parsed time: it will display example of reopenig time. By clicking this macro button it will set the reopen time and save your ticket. See Entering Dates and Times for the natural-language syntax. |
| Send email/comment | Sends the currently composed email or comment. Combine with other macros to send the message and perform additional ticket actions simultaneously. |
| Set follower | Select the users who will be added as followers after the macro is clicked. |
| Stage | Select a ticket stage for this macro. By clicking this macro button it will change stage of ticket and save your ticket. |
| Status | Select a ticket status for this macro. By clicking this macro button it will add the status of ticket and save your ticket. Check the replace checkbox if you want to replace the old status. |
| URL address | This macro will open a URL address by clicking macro button. In the URL it is also possible to pass parameters/variables that will be replaced by real values. Example URL: https://www.daktela.com/?title='+object.title+'&name='+object.name+'&contact='+object.contact.name+' |
| User | Select a user for this macro. By clicking this macro button it will change the owner of the ticket and save your ticket. Check the replace checkbox if you want to replace the user. |
Select Rights¶
Go toSettings → Tickets → Macros . ClickChange in theRights column to edit rights You can select which user can have rights for macro you selected. Check the box in the show column for display your macro in the ticket preview.
Select Category¶
Go to Settings → Tickets → Macros . Click Categories in the Relations column to edit rights You can select in which categories you want to use your marcro. In the Action column you can edit, clone or delete the category. You can click on Multiple save button to save this settings for multiple macros. If you want this settings for this macro only, just click Save to return to the Macros list.