Elabore/helpdesk-tools
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helpdesk-tools/helpdesk_convert_ticket_to_task
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README.md

=============================== helpdesk_convert_ticket_to_task

This module aims to convert a ticket into a task.

It adds a "Convert to task" button in the ticket form view (in the button box). When clicked, a confirmation dialog appears, then the conversion process:

  • Creates a new task with the following fields copied from the ticket:

    • Name
    • Description
    • Project
    • Assigned user
    • Partner
    • Priority

  • Matches the task's service and request type based on the ticket's category and request type (by name matching).

  • Copies all chatter messages and their attachments to the new task.

  • Copies all attachments from the ticket to the task.

  • Copies all followers (subscribers) to the new task.

  • Posts a message in the new task's chatter with a link to the original ticket.

  • Posts a message in the ticket's chatter with a link to the new task.

  • Archives the ticket and links it to the new task.

  • Transfers all timesheets from the ticket to the task.

  • Redirects the user to the newly created task form.

Installation

Use Odoo normal module installation procedure to install helpdesk_convert_ticket_to_task.

This module depends on:

  • helpdesk_mgmt: provides the base helpdesk ticket functionality.
  • helpdesk_mgmt_project: provides the link between tickets and projects.
  • helpdesk_request_type: provides the request type field on tickets.
  • project_request_data: provides the service and request type fields on tasks.
  • project_task_add_very_high: provides extended priority values (2 and 3) on tasks to match ticket priorities.
  • helpdesk_transfer_timesheet_to_task: provides the timesheet transfer functionality from ticket to task.

Known issues / Roadmap

A current limitation is that one task can be linked to many tickets. Thus, the above task fields are filled up at the creation of the task from a ticket form but are not updated when the linked tickets are updated.

Bug Tracker

Bugs are tracked on our issues website. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Credits

Contributors

  • Quentin Mondot

Funders

The development of this module has been financially supported by:

Maintainer

This module is maintained by Elabore.