OTRS is now part of Easyvista. Stronger together!
OTRS is now part of Easyvista. Stronger together!

OTRS 3.0 Ticket Templates

You all know the need of our agents to have Ticket-Template-Buttons in Phone and Email View.
This is of course not as good as it could be, because you need to modify standard *.dtl files. Therefore you actually need to change something that is not update save.

but …

NOW THERE IS OTRS 3.0 !!!

AgentNavigationBar
AgentNavigationBar

If you hit this new created navigation item you are redirected to the normal phone ticket view, but the page is magically prefilled with content. The content can be the default Queue for requests regarding software, the ticket type for incidents, a meaningful subject and body … maybe with a checklist … open your mind and create your own templates ;-)

This is the resulting screen – just as an example:

AgentTicketPhone
AgentTicketPhone

But how does this magic works???

Simple answer: by extending options in the OTRS 3.0 SysConfig

You need it more specific? Here we go:

|-> SysConfig

|-> Ticket

|-> Frontend::Agent::ModuleRegistration

|-> Frontend::Module###AgentTicketPhone

There you just need to add a new SysConfig hash where you can describe additional menu entries with URL params as you want.

Adding a new hasg is simply done by clicking on theplus sign on the bottom.

My  configuration for the screens above:

AdminSysConfigEdit
AdminSysConfigEdit

Where the Action Param is:

Action=AgentTicketPhone;Subaction=StoreNew;ExpandCustomerName=2;Subject=Example+Subject;Dest=1%7C%7CPostmaster;NextStateID=4;TimeUnits=5;Body=%3Cstrong%3E%3Cspan+style%3D%22color%3A+rgb%28255%2C+0%2C+0%29%3B%22%3EMy+bonnie+is+over+the+ocean%3C%2Fspan%3E%3C%2Fstrong%3E%2C+%3Cspan+style%3D%22color%3A+rgb%28230%2C+230%2C+250%29%3B%22%3E%3Cspan+style%3D%22background-color%3A+rgb%280%2C+0%2C+255%29%3B%22%3Emy+bonnie+is+over+the+sea%3C%2Fspan%3E%3C%2Fspan%3E%2C+%3Cspan+style%3D%22color%3A+rgb%280%2C+128%2C+0%29%3B%22%3E%3Cspan+style%3D%22font-size%3A+16px%3B%22%3E%3Cspan+style%3D%22font-family%3A+Comic+Sans+MS%2Ccursive%3B%22%3E%3Cem%3E%3Cu%3Eoh+bring+back+my+bonnie+to+me%3C%2Fu%3E%3C%2Fem%3E%3C%2Fspan%3E%3C%2Fspan%3E%3C%2Fspan%3E!%3Cbr+%2F%3E%0D%0A

Define the ticket’s options, all are optional as argument for
“Action=AgentTicketPhone;Subaction=StoreNew”

Remember to encode everything non-ASCII (even a SPACE is represented as ‘+’)
http://en.wikipedia.org/wiki/Percent-encoding

Subject      : Subject=Example+Subject
Target queue : Dest=1%7C%7CPostmaster  (means: 1||Postmaster)
Next state   : NextStateID=4           (check your configuration for valid state IDs)
Time units   : TimeUnits=5
Type         : TypeID=1                (check your configuration for valid type IDs)
Service      : ServiceID=5             (check your configuration for valid service IDs)
Priority     : PriorityID=3            (check your configuration for valid priority IDs)
...

Hint:

To find valid values for the above xxIDs, please have a look into the Admin interface or the source of a generated website.

And there is more power !!! Unlike other systems, you can now define permission groups for EACH template. This enables you to provide IT related ticket templates to your IT Department guys and HR related templates to your HR guys … again, open your mind … to OTRS 3.0!

Have phun with OTRS 3.0