Create customer entity, auto assign to ticket

V5 Question
1

I’m looking at a way , that once a user selects ToGo department, they put the order in, and just before ticket closes, it asks for user to insert customer name and number. Once inserted and Ok is pressed, it creates the entity and assigns it to the ticket before closing.

I tried to create an action “create entity” with custom fields

Then created a rule for “before closing ticket” . added the constraint
IF ticket type = ToGo then

Create entity action is fired. But I’m trying to get a keyboard to popup for user to insert the information, which I’m not sure how to do.

Any help would be greatly appreciated

Edit: should I use another action “Load Entity” to assign the entity to ticket?

Also what constraint would I use in the load entity so it picks up on the new customer the previous action just creates(if load entity is the correct second action to use)

2

Use Change Ticket Entity action it can also create entities. That single action will create and assign the entity.

3

And I can assign that to the before ticket closing rule yeah?

I’d need a prompt option to pop up wouldn’t I in the action rule?

1475421534504697937540.jpg2736×4864 4.65 MB

4

I’m just working on a little system which has this implemented already, its actually quite easy to do.

Gimme a couple of hours to finish what im doing and ill attach what I have done for you

Matt

5

have tagged you, you almost want what I’m creating just a different layout

6

Try it and see. You should be able to.