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odoo accounting v14 pos v15
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automatedcontacthelpdesk
4 Odgovori
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Mélanie

hello


I want to create an helpdesk ticket when a contact with tag=Portail is created

the ID of helpdesk are incremented but I don't find the tickets...


have you an idea?

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Manish Bohra
Best Answer

Hello Mélanie,


Kindly Check your automation rule:





After that when I create a new contact with a tag containing "portal" in that case HelpDesk ticket is created.  


You can try this one .. 


Thanks 


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Mélanie
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thanks @Manish
ok for the creation of a ticket but how can I put the customer of the ticket = contact name?

Manish Bohra

Hello answer is updated you need to run the python code.

thanks.

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broilcontract
Best Answer

When you mention creating a helpdesk ticket when a contact with a specific tag is created, it sounds like you're trying to set up some kind of automation or integration between your CRM (Contact Management) system and your Helpdesk/Ticketing system.

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Chris Mann
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It would help if you share the automated action's code you have used.
Sounds like you've created the ticket but maybe assigned it to the wrong team or user, therefore not being visible due to permissions.

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Mélanie
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thank you
thanks to you, I see my tickets created by forcing the support team to take a value.
however, the data doesn't go back up
how can I make the link between the contact and the ticket customer?

Chris Mann

As long as you have set the "partner_email" field, you don't need to set the customer (partner_id) as when you first respond via email in Odoo chatter, it will automatically link the customer for you.
However you could always make your automation link the partner_id as well manually.

Cruz

Whether the helpdesk module available in odoo17 community edition

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Mélanie
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