Access and Edit the Ticket Types, Create Approval rules / set forms order
This guide provides you with comprehensive instructions on how to manage ticket types, establish approval rules, and organize the order of forms. This document ensures that you can efficiently customize your ticketing system, streamline approval processes, and maintain an organized workflow, enhancing overall operational efficiency.
Step 1
Go to the gray bar, Click on PSA >> Ticket Type Management
Step 2
Click on Forms
(This is applicable to type/subtype: If it is a subtype you need to choose first the subtypes button and then the forms button)
Step 3
Click on Forms to select the Order
This is applicable if you have multiple forms set up to a specific type/subtype. Number the order in which you want them to be displayed
Step 3
Click on Saver Order Button
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