en:addons:savticket

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en:addons:savticket [2025/08/08 16:16] – créée ics02en:addons:savticket [2025/08/20 10:49] (Version actuelle) – [Ticket form] ics02
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-====== SAVTICKET: After-sales service tickets======+====== SAVTICKET: After-sales service tickets ======
  
-FIXME EXTENSION CURRENTLY BEING MIGRATED. 
  
 ===== Overview ===== ===== Overview =====
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 Configuration is done via the Tools → Application Settings → Extension Settings menu. Configuration is done via the Tools → Application Settings → Extension Settings menu.
  
-{{:en:addons:savticket_1.png?nolink|}}+{{:en:addons:savticket_1_en.png?nolink|}}
  
 This screen allows you to add items concerning the origin, additional status and type of a ticket in the **Ticket Settings** tab. This screen allows you to add items concerning the origin, additional status and type of a ticket in the **Ticket Settings** tab.
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 The <badge>1</badge> switch allows you to adjust the display of the widget. The <badge>1</badge> switch allows you to adjust the display of the widget.
  
-{{:en:addons:savticket_2.png?nolink|}}+{{:en:addons:savticket_2_en.png?nolink|}} 
 + 
 +The **Additional fields** tab allows you to add additional fields for tickets. For combos, clicking on the <badge>1</badge> button opens the window with configurable labels corresponding to the combo in the settings menu. 
 + 
 +===== Use ===== 
 + 
 +==== Ticket list ==== 
 + 
 +//**Access:** Activity -> After-sales tickets//  
 + 
 +The ticket list screen allows you to enter new tickets, delete them, and modify them. 
 + 
 +The upper part displays the tickets and the lower part displays the actions related to the ticket. 
 + 
 +{{:en:addons:savticket_7_en.png?nolink|}} 
 + 
 +The <badge>1</badge> switch allows you to display only unclosed tickets. 
 +The <badge>2</badge> combo box allows you to filter the list by ticket type. 
 +The <badge>3</badge> field allows you to search by name, company name, origin, label, or ticket number. 
 +The <badge>4</badge> field allows you to change the display period for the ticket list. 
 +The <badge>5</badge> button opens the Intervention Schedule screen. 
 +==== Ticket form ==== 
 +The ticket form displays a ticket that may be linked to an intervention. A ticket can also be linked to a project, a machine, and/or a contract. 
 +The type, status, and origin of the ticket can be configured using the [[en:addons:savticket#configuration | configuration]] screen. 
 + 
 +=== “Interventions” tab === 
 + 
 +This tab displays the list of interventions linked to the ticket. It also allows you to link new interventions, modify them, and/or delete the link to the ticket. 
 + 
 +{{:en:addons:savticket_3_en.png?nolink|}} 
 + 
 +=== “Details” tab === 
 + 
 +{{:en:addons:savticket_6_en.png?nolink|}} 
 +=== “Notes” tab === 
 + 
 +This tab allows you to add various content related to the ticket. The field can contain text, images, links, and even emojis. 
 +The content can be printed or exported in HTML and PDF formats. 
 + 
 +{{:en:addons:savticket_9_en.png?nolink|}} 
 + 
 +=== “Other” tab === 
 + 
 +This tab is displayed if there are additional fields defined in the [[en:addons:savticket#configuration |extension settings]]. 
 + 
 +{{:en:addons:savticket_4_en.png?nolink|}} 
 + 
 +=== Closed ticket === 
 + 
 +To close the ticket, simply add a closing date to the ticket form and set the status to Completed, Rejected, or Cancelled. A confirmation message will appear when the ticket is validated. Closing the ticket is also offered when the last ticket intervention is changed to Completed status. 
 + 
 +:INFO: A ticket with closed status cannot be modified. 
 + 
 +The closed status of the ticket is indicated by the padlock on the form. 
 + 
 +{{:en:addons:savticket_8_en.png?nolink|}} 
 + 
 + 
 +To modify the ticket again, go to the **Open ticket** menu (right-click on the ticket). The ticket will then revert to “Open” status. 
 + 
 +{{:en:addons:savticket_10_en.png?nolink|}} 
 + 
 +=== Widget === 
 + 
 +The Widget displays open tickets (shown in red) and closed tickets (shown in green) by month. 
 + 
 +{{:en:addons:savticket_12_en.png?nolink|}} 
 + 
 +The Widget display can be modified via the [[en:addons:savticket#configuration | settings]] screen. 
 + 
 +===== Versions ===== 
 + 
 +^Version^Date^Description^ 
 +|3.A1.01.02 |08/08/25| Migration to A1 format | 
 +|3.15.46.05 |06/23/25| Correction of configurable fields | 
 +|3.15.46.04 |12/12/24| Correction of the link with interventions | 
 +|3.15.45.02 |07/11/24| Correction of the Widget and addition of the possibility to open the ticket table from the widget | 
 +|3.15.45.01 |07/04/24| Correction of ticket deletion | 
 +|3.15.44.03 |05/28/24| Added the widget and the Schedule button | 
 +|3.15.44.00 |04/22/24| First production version | 
 +|3.15.40.00 |02/29/24| First beta version | 
 + 
 +-------------- --- 
 +{{:wiki:tags:see_also.gif?nolink |}}**Other “Extensions” articles** 
 + 
 +[[en:wiki:admin:extensions|How to install an extension]] 
 + 
 +<nspages en:addons -nbCol=2 -textPages="" -h1 -r -simpleLineBreak >
  • en/addons/savticket.1754662570.txt.gz
  • Dernière modification : 2025/08/08 16:16
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