Filters are used to narrow down the tickets that you want your technicians to work on. These are configured by defining conditions using the available fields in your PSA.
What's in this article:
Only admin users can create and modify filters. |
You can create a filter with the following steps:
You must have a service board (Or Queue) field for the NextTicket app to work. |
Select a user on the main dashboard before using the Preview button to ensure that the function will work successfully. |
In the "Test Result" pop-up window, it can capture up to 250 items. We have set a limit to capture a maximum of 250 data items. The reason for this limit is that sometimes the data returned by the API interface is too large, which can cause errors in the interface.
If you want to avoid having 250 items, please go back to the "Filter Settings" page to adjust the filter and preview again until the ticker items are less than 250 items. |
If a PSA field is not available from the dropdown list, please reach out to our Support Team at support@mspbots.ai. |
You can edit an existing filter with the following steps:
You can copy or clone an existing filter with the following steps:
You can delete a filter with the following steps: