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Home > HappyFox Service Desk > Knowledge Management > Split Ticket in Service Desk
Split Ticket in Service Desk
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The Split Ticket feature allows agents to create a new incident from an existing one when multiple unrelated issues are reported in a single request. By splitting incidents, teams can assign each issue to the appropriate group, ensuring better focus, faster resolution, and improved tracking.

Prerequisites:

  • Only agents with the "Split Incident" permission can initiate the split action.

  • The Split Ticket feature is available in both Incident and Service Request ticket types.

  • Split Incident can be enabled under Manage → Roles and Permission → Team Role. Select the respective ticket type and enable the "Split" permission.

How to Split an Incident:

Open the Incident:

  • Navigate to the incident that needs to be split.

  • Ensure that the incident has at least a reply from the requester before proceeding.

Select the Split Option:

  • Click More under the Message tab and select Split.

  • A new incident creation form will open, allowing you to configure the details.

Set Up the New Incident:

  • Enter a Subject that clearly identifies the newly created incident.

  • Select the Team responsible for handling the new incident.

  • Choose an appropriate Assignment Group to ensure the right team members are notified.
    Note:  If the new incident needs to be assigned to an unassociated Team or Assignment Group, additional permissions are required:

    • Create Incidents in Unassociated Assignment Groups in a Team (Team-level permission).

    • Create Incidents in Unassociated Teams (Account-level permission).

  • Assign an Assignee if required, based on available permissions.
    Note: Assigning an incident requires the "Assign Incidents" and "Reassign an Assigned Incident" permissions.

  • Set the Status and Priority to reflect the urgency and current progress of the new incident.

  • The most recent update from the requester becomes part of the new incident.

  • Both incidents will have cross-referencing links for easy tracking, ensuring that agents and requesters can navigate between related incidents effortlessly.

  • Agents can track related incidents using linked references provided in both the original and new incidents.

             

                 [Link to the new ticket]                                                  [Link to the old ticket]

  • Attachments from the original incident update will be copied to the new incident to maintain context.
  • The original incident remains unchanged, apart from the reference link to the newly created incident.

Notifications:

  • A notification is sent to both the assigned agent and the requester when a new incident is created through the split action.

 

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