Operations Services - Clone a Ticket Group

1. Navigate to "Services" section

   In order to clone a Ticket Group, navigate to "Services" section in the operations portal.

   

2. Click "Tickets"

   Click "Tickets". In order to access and update "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit". If you have users that should only work on tickets assigned to them, the role "ticketEditAssigned" can be used instead.

   

3. Click "Actions"

   Next, click the "Actions" button.

   

4. Select "Clone Ticket Group"

   Then, select the "Clone Ticket Group" option.

   

5. "Clone Ticket Group" dialog box should appear

   The "Clone Ticket Group" dialog box will appear.

   

6. Select a Ticket Group

   Select the ticket group that you would like to clone.

   

7. Enter Company Name

   If you would like to assign this ticket group to a company, enter the company name. This is optional.

   

8. Click "Clone"

   Click "Clone".

   

9. Ticket Group Cloned Message would appear

   You will see a message confirming that the selected ticket group was cloned.

   

10. Click the "Show / Hide Columns" Icon

    Next, click the "Show / Hide Columns" Icon. You can use the "Show/Hide" icon to add any needed columns to your view.

    

11. Click "Ticket Group"

    Click "Ticket Group".

    

12. Click the "Ticket Group" column dropdown

    Click the "Ticket Group" column dropdown.

    

13. Select the Cloned Ticket Group

    Select the ticket group you've just cloned.

    

14. Cloned Ticket Group

    The cloned ticket group will have "CLONE" in the title.

    

15. Click the more details icon

    To update the ticket, click the more details icon.

    

16. Update Ticket Details

    Update the title, and any other ticket fields or details if needed.