Skip to content
Tickets & Helpdesk

Tickets & Helpdesk

Follow a ticket to resolution

Use ticket records and assigned work to manage requests.

Before you begin

Prepare a clear description of the request and check whether a ticket already exists before creating another.

Follow a ticket to resolution

  1. Open Tickets or Helpdesk and create or locate the request.

  2. Review its details, current status, and assignment.

  3. Use My work to focus on tickets assigned to you.

  4. Update the record through the available workflow and review its status after saving.

Key concepts & fields

ConceptWhat to know
TicketThe request record containing details, assignment, and current state.
My workThe view focused on work assigned to you.
StatusThe ticket's progress through the available workflow. Reopen the record after saving to confirm the result.

Troubleshooting

A ticket is absent from My work

Check its assignment and look in the broader ticket list if your role permits it.

A status action is unavailable

Check the ticket state, your assignment, and the actions allowed to your role.