As a quick setup, modify the constraints to the Close Ticket Rule and Ticket Payment Check rules to check that {NOTE} is not empty. If {NOTE} is empty, the rules won’t fire.
You could implement more functionality, for example to show a popup to ask them to enter the name first, but this will work quickly for you just now.
If you want info on [?prompt] take a look at my temp tab tutorial which uses the feature to set a customers name on a ticket to hold it open without an entity.
It uses ticket tags also…
And for printigng you could just ad a line like; [<L00>Customer Name:{TICKET TAG:Name}]
No, [?Prompt] is a was to get user entered data.
Its a popup with keyboard.
If you have an action for update ticket tag and in the tag value field you put [?Enter Name]
You would get a popup with field labeled Enter Name and a keybard.
The [?Prompt] function used the popup to pupulat the action field through user input and in that case updates the ticket tag with the user entered name.
The Action that will open the Ticket Note Screen is called Execute Ticket Command by setting the Ticket Command Name parameter to Edit Ticket Note.
Then in your Close Ticket Rule, you can do this:
And in your Settle Rule, do this:
If you want the Ticket Note Screen to appear at the very start, then do this to your New Ticket Creating Rule Rule:
You might want to modify other Rules depending on your desired flow, or maybe you don’t need to modify all of the above. It depends on your needs. Anyway, you get the idea of how to go about this now, yes?