How to move, clone and delete visualizations?
To move a visualization: Visualizations can be moved within and across reports, pages in HappyFox BI. * Click on the icon on the top right of the visualization * Choose ‘Move’ from the list * Select the page you want to move the visualization to (the page can be from any report) To clone a visualizatio…
How to delete a report or a page?
A report or a page can be deleted altogether by following these steps, To delete a report: * Click on the edit icon next to the report name in the menu bar * In the ‘Edit reports’ window, click the ‘Delete’ button to delete the report To delete a page: * Click on the edit icon next to the page name …
More Actions
The “More Actions” feature on the ticket details page allows you to perform additional ticket actions such as: * Clone * Create new related ticket * Merge Ticket * Forward Ticket * Change Contact * Relate Tickets * Trigger Suryvey * Delete Ticket Note: The list of options may differ based on the Role Access …
Delete/Edit Queue
Staffs will be able to edit or delete the queues they create. If you are trying to set up Queues, please refer our article here . Once you have set up the queue, and if you would like to re-update the conditions or delete the queue from the list please follow the steps below Click on the Particular queue fr…
Delete Attachments in a Ticket
HappyFox allows Agents to delete attachments linked to a ticket update. To delete an attachment, hover over it and click the "Trash Bin" Icon. The deletion process is non-reversible and hence must be exercised with caution. Deleting ticket attachments is governed by a ticket-level permission "Delete Attachm…
