AgileApps Support Wiki Pre Release

Customizing ServiceDesk Operations

From AgileApps Support Wiki
Revision as of 18:40, 27 July 2015 by imported>Aeric (→‎Case-Related Customizations)

The ServiceDesk application comes with some pre-set initial behaviors that can be easily modified. This section discusses them.

Case-Related Customizations

Change Case Notifications

These Rules cause case-related notifications to be sent automatically after a certain amount of time has elapsed. You can turn them off or modify them quite easily:

  1. Go to GearIcon.png > Case Automation > Business Rules > Timer Rules
  2. There, you find two rules:
    • One sends a message 36 hours after a case is put into "Pending" status.
    • The other sends a message 3 hours after a new case is created, if the status hasn't changed.
      (By default, the status automatically changes to "Open" when someone sends a message from that case.)
  3. Click the On/Off button next to either rule to disable it.
  4. Or click the rule to edit it.

Specify who gets Case-Related Notifications

  1. Go to GearIcon.png > Account Management > Company Information
  2. Click [Edit]
  3. Under ServiceDesk Case Settings, enter a comma-separated list of email addresses to which notifications will be sent, using the rules defined above.

Notepad.png

Note: In this section you can also specify who gets an email when someone posts a new question to the Community--if the community feature is enabled.

Turn Off Automatic Case Assignments

By default, the first person to respond to a new Case becomes the owner of the case. To change that behavior:

  1. Go to GearIcon.png > Account Management > Company Information
  2. Click [Edit]
  3. Under ServiceDesk Case Settings, turn off the option to Assign Ownership on First Response
  4. Click [Save]

Task-Related Customizations

Change Task Notifications