Add a pending reason

A reason to wait allows you to put a ticket on hold, send automatic reminders and resolve the ticket if it has not received a response. All these actions are subject to conditions:

• the interval between automatic follow-ups,

• the number of follow-ups before resolution,

• setting up a follow-up template,

• implementation of a solution template.

Create the pending reason

Go to setup > dropdowns and enter pending reasons in the search box.

Click on add

Name your pending reason

Setting up the dunning option

What happens next will depend on your needs. Start by defining the automatic follow-up frequency. In our example, we're going to carry out every 3 days.

Setting up the resolution option

We're going to define that a ticket can be closed after 3 follow-ups.

Define a follow-up template

This template will be used to send out reminders. Click at the end of the follow-up template field

Name your template and indicate the source of the tracking (helpdesk in our case)

Then enter the content of your follow-up, which will be sent to your contact person

Add this follow-up and then select it from the drop-down list

Define a solution template

When this template is added to the ticket, it will close the ticket.Repeat the same process as for the follow-up templateClick on the at the end of the solution template field

Name your templateSelect the solution incident option so that the ticket can obtain the resolved statusAdd your follow-up and select it from the drop-down list.

Your pending reason is now ready, all you have to do is click on add

Adding a reason for pending to a ticket

When you respond to a ticket, you'll be able to click on the pause symbol and select the pending reason you've just created

Automatics actions