Adding a Ticket Category Row & Settings

Add a Ticket Category from the Menu

Select the ‘+’ button on the top right of the page of a Ticket process in edit mode to bring up the Ticket Category menu.

Select a level 1, then 2, then 3 category from the list of available categories on the left-hand side.

Selecting any Level 1 category will select all of its Level 2 and 3 child categories. Selecting any Level 2 category will select all of its Level 3 child categories, as well as its parent Level 1 category and display. Selecting any Level 3 ticket categories will select its parent Level 1 and 2 categories.

Your selected categories will then be displayed on the right hand side.

Clicking on the ellipsis of a ticket category will show you options to edit and delete the category. The Show Activity button lets you see the activity history of the category - you can see when the category was created and by who and you can see if any subsequent edits have been made, when they were made and by who.

Creating a New Ticket Category

To create a new Ticket Category, click on the '+' icon underneath the existing Ticket Categories and give it a name.

Note: the system will not allow you to add the same category combination twice in the same Ticket process and you can only add a maximum of 500 Ticket Categories per Process.

Deleting a Category Row

Select one or more rows in the grid with the checkboxes in the leftmost column, click on the trashcan icon in the bottom right section to delete.

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