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Topics started by Dave M

2 Topics

Dave M
Contributor
Dave MContributor
asked in Analytics

Closed tickets today by agent

Hi, we’ve recently gone live with FS and I am in the process of setting up dashboards to monitor team performance. Can someone help me… I want to create a widget showing closed tickets by agent today?Hopefully I am missing something as I am sure this will be a widely used metric.Thanks,Dave

5
eeha0120
Skilled Expert
1 year ago
Dave M
Contributor
Dave MContributor
asked in Automations

Freshservice workflow raise a ticket based on custom date field

Hi community,I am hoping someone can at least point me in the right direction if this is possible…We have a SR for onboarding subcontractors. As part of this process we assess insurance details and the expiry date gets captured on the SR form. I am keen to build some form of workflow to automatically raise a new ticket one month (for example) before the insurance expiry date that has been captured on the SR form (which will be closed).Is this even possible in FS? Any help would be appreciated. ThanksDave​​

3
Russell Ho-Aitken
Contributor
1 year ago

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