All posts by admin
Getting Started – Security Roles
Below 2 Security roles are provided: Zap CT User – Can add, edit and delete time-entry records (for all users). Zap CT Admin – Can access Zap Case Time Tracker App + all permissions given to Zap CT User Role.
Protected: Configuring Recent Case Updates
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How to add/edit Time Entry records?
To add new time entry record: Step 1: Browse to Case form, click on “+” button in “Time Tracker” Sub-Grid (as shown in below screenshot) Step 2: Fill-in the time-entry details Here below fields have been automatically populated: User (with logged-in User), On (with current Date and Time) Step 3: Close the Time-Entry form. Now […]
Generating Teams Notifications: – Registering an Azure App
//Please note that this feature: ‘Generating Teams Notifications – from Helpdesk App’ is presently in Beta. If you face any issue then email our support team for assistance. For generating teams notifications from Helpdesk App (for events like Case Created, New Email Response Received from Customer etc), there are 3 steps: Step 1: Create an […]
Reporting
Why we need to track time for Cases? Below 2 views can be useful from Time-Tracking reporting point of view: View 1: Case View with Roll-up fields added View 2: Time Entry View with Case and Customer information
How to add “Time Entry” Sub-grid & fields in Case form and view?
Adding “Time Entry” Sub-Grid and fields to Case Form: To help you get started quickly, we provide a “Case – Time Tracker Demo” form in “Zap Case Time Tracking” Solution file. Below is the screenshot of Case form with Time Tracking section added: Steps for adding “Case Time-Tracker” fields and Sub-Grid to Case form: Step […]
Cleaning up temporary records created by Zap Helpdesk App
Below is the list of tables which contain temporary data created by Zap Helpdesk App and needs to be deleted regularly using bulk delete job: Zap HD Create Email Zap HD Create Case History (Email) Zap HD Create Case History (Portal Comments) Zap HD Create Case History Temp Miscellaneous Points: We store case history data […]
Protected: Configuring Azure Storage (Optional)
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Protected: Adding Fixed Form Notification
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