Upon opening the Ticket configuration screen, if you have not yet started to add any Ticket category definitions you will be met with the ‘Clone’ popup. This lets you copy categories and configurations from existing Tickets. Processes from a different Ticket type will be highlighted in grey with a yellow border.
You can filter the processes by customer, contract and service. Contract options will be based the customer selection and the service options will be based on the customer and contract selections.
The Same Process Types Only toggle lets you choose to only view Ticket processes that have the same process type. It is disabled by default.
Once you have selected a source, the categories and configurations from that existing Ticket will be cloned into your new Ticket's screen.
