The Scheduled Tickets feature helps streamline recurring service requests or tasks by automatically generating tickets based on a predefined schedule.
Steps to Create an Automation Rule for Scheduled Tickets
Access Admin Settings
Create a New Automation Rule
Click on the ➕ Automation Rule button to begin creating a new schedule.
Configure Ticket Details
Fill in the necessary information for the ticket, including:
Ticket Title
Description
Group
Add Actions
You may choose actions that you want to execute automatically after ticket creation.
Select Clients
Choose the clients for whom this scheduled ticket rule will apply. You have three options:
All Clients – applies the rule to all clients.
Exclude Specific Clients – applies the rule to all except selected clients.
Specific Clients Only – applies the rule only to selected clients.
Define the Schedule
Daily Schedule
Select Daily and specify the exact time. Tickets will automatically be created at this time every day.
Weekly Schedule
Select Weekly and define the specific day(s) of the week and time. Tickets will be created on these days each week at the selected time.
Monthly Schedule
Choose Monthly and either:
Select a specific date from the dropdown (e.g., the 15th of each month).
Set a recurring schedule (e.g., first Monday of every month).
Save and Activate the Rule
Save the rule to activate it, allowing tickets to be generated automatically according to the specified schedule.
Note: For each rule, multiple tickets will be generated according to your client selection, with one ticket created per client.