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Building a Ticket Request View

To build views or interfaces, you need to access the "Support Tickets" entity and follow these steps: For more information about views, you can refer to Views.

1. Building the "Request Ticket" View

  • Access the "Support Tickets" entity.
  • Click on the "Views" tab.
  • Click on the + sign next to the "New View" button on the far right to add a new view.

Views Tab

  • The "View Information" page appears.
  • Fill in the page with the information of the view you want to build.
    • Name (Mandatory): Enter the name of the view in both Arabic and English, which will be "Request Ticket".
    • Entity (Mandatory): This field will be automatically filled with the name of the entity, which will be "Support Tickets".
    • Icon (Optional): Select an icon that represents the view, here we will choose "megaphone".
    • Data Source (Mandatory): Select the inputs or query on which the view will be based, here we will choose "inputs".
    • Fields (Mandatory): Specify the fields of the view, here we will select the following fields (Ticket Number, Ticket Title, Ticket Description, Ticket Opening Date, Service Rating).
  • Enable the "Pin to Sidebar" button so the view appears in the platform's sidebar.

Pin to Sidebar

Access Permissions Section:

This section contains several fields:

  • Enable the "Verified" button without specifying who can use it exactly, as it can be used by employees and customers.

Display Ticket List Section:

Enable the "Display Ticket List" button to display a list of entries according to several formats that can be specified in this section:

  • Specify the view type as "Table" and the default value.
  • Columns of Fields (Mandatory): Specify the fields you want to display in the view list, which are (Ticket Number, Ticket Title, Ticket Description, Ticket Opening Date, Service Rating).
  • Do not specify other view formats if not needed.

Display Ticket List

  • Enable "Allow Search" and "Allow Filters" to enable searching or filtering.
  • Leave the "Display Dashboard" button disabled for now.
  • Enable the "Display Ticket Information" button.
  • Several fields will appear after enabling it, including:
    • Specify the fields you want to display in the ticket information, which are (Ticket Number, Ticket Title, Ticket Description, Ticket Opening Date, Service Rating).

Display Ticket Information

  • Enable the "Show Discussion" button and select all options within it.
  • Enable the "Display Entry History" button and enable the first two options within it (Display Modifications, Display Who Made Modifications).

Show Discussion

  • Leave "Display Relationships" disabled as it is not needed here.
  • Enable the "Allow Adding New Tickets" button, and several fields will appear after enabling it:
    • Specify the fields that can be added, which are (Ticket Number, Ticket Title, Ticket Description, Ticket Opening Date, Service Rating).
    • After saving: Choose "Return to Entry Details View" to specify where to navigate after saving the entry.
  • Enable the "Allow Editing Tickets" button and select the same options as for adding.

Allow Adding New Tickets

  • Click the "Finish" button at the top left of the view page.

Finish

  • A popup will appear, click "Save Changes" to save the changes made to the view.
  • Click the "Publish" button to make the view accessible to users.

Publish

2. Building the Incoming Requests View

Follow the same steps as above.

View Information

  • Here, we select the users (employee, responsible manager).

Select Users

Display Ticket Information

Display Ticket Information 2

Add/Edit Tickets

Finish

Publish