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
Open Tickets or Helpdesk and create or locate the request.
Review its details, current status, and assignment.
Use My work to focus on tickets assigned to you.
Update the record through the available workflow and review its status after saving.
Key concepts & fields
| Concept | What to know |
|---|---|
| Ticket | The request record containing details, assignment, and current state. |
| My work | The view focused on work assigned to you. |
| Status | The 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.
