Plugin Ticket 🎟

Repo

Riepilogo

Questo plugin aggiunge un sistema di ticketing a Discourse. Richiede che il tagging sia abilitato e funziona al meglio insieme al Plugin Assegna.

È basato sulla specifica originale di @tobiaseigen ed è stato sviluppato in collaborazione con @tobiaseigen e un fantastico team di Ruby for Good, a beneficio sia di Namati che della comunità Discourse.

Note

  • Quando installi il plugin, vengono aggiunti tre nuovi gruppi di tag: tickets_priority, tickets_reason e tickets_status. Aggiungi tag a questi gruppi (in /tag_groups) per creare ticket di ciascun tipo.

  • I ticket vengono aggiunti nell’interfaccia ‘modifica argomento’ (vedi screenshot sotto).

  • Puoi creare argomenti o messaggi privati (PM) con ticket tramite l’API utilizzando is_ticket e un tags[] per ogni tag del ticket (ulteriori informazioni).

  • Ci sono quattro impostazioni del sito da esaminare. Per accedervi rapidamente, vai su AMMINISTRAZIONE > IMPOSTAZIONI nella tua istanza e cerca tickets.

    • tickets enabled: Abilita i ticket negli argomenti (richiede che il tagging sia abilitato).

    • tickets icon: imposta la classe font-awesome dell’icona dei ticket.

    • tickets include group: gruppo predefinito da includere nei messaggi privati con ticket (nel forum della Global Legal Empowerment Network questo è un gruppo helpdesk).

    • tickets redirect assigned: reindirizza l’utente dalla rotta ‘argomenti assegnati’ nel suo profilo alla dashboard dei Ticket filtrata per i ticket assegnati a lui/lei.

    • allow staff to tag pms deve essere abilitato se desideri utilizzare i ticket nei messaggi privati.

Dashboard dei Ticket

Argomento

Clicca sull’icona della matita vicino al titolo per modificare i metadati dell’argomento, che appaiono così:

Elenco Argomenti

0fc9e08ad8fcf222fdc4c5f839162559363419ad

Elenco AttivitĂ 

Questa lista raccoglie segnalazioni di bug e richieste di funzionalità emerse in questa discussione qui sotto e nell’uso attivo di questo plugin da parte di @tobiaseigen e colleghi della Global Legal Empowerment Network. @angus ha accettato di dedicare regolarmente del tempo per lavorare su questa lista tramite https://discourse.angusmcleod.com.au/c/work/l/agenda, ma può sempre usare aiuto! :seedling:

Bug:

  1. Il link dirottato ai ticket assegnati a un utente sembra non funzionare per gli username con lettere maiuscole e minuscole miste.
  2. I tag dei ticket che appaiono nella vista di stampa, anche per chi non ha accesso al sistema di ticketing.

FunzionalitĂ  che vorremmo aggiungere:

  1. Aggiungere la possibilità di indicare l’utente (o gli utenti) di cui tratta il ticket.
  2. Aggiungere colonne nella dashboard dei ticket per la data di creazione del ticket, la data di creazione e la data dell’ultima attività.
  3. Dirottare :mag: la ricerca nella dashboard dei ticket per permettere la ricerca dei ticket per parola chiave.
  4. Rivisitare il filtraggio/ordinamento/paginazione della dashboard dei ticket.
  5. Aggiungere alla dashboard dei ticket filtri predefiniti e opzioni per visualizzare rapidamente solo i ticket assegnati a me o solo i ticket aperti.
  6. Aggiungere la possibilitĂ  di monitorare la salute complessiva del sistema di ticketing (tempo di risoluzione, ticket aperti, ecc.).
  7. (bassa priorità) Aggiungere il pulsante “Impostazioni” in /admin/plugins (dettagli).
  8. (bassa prioritĂ ) Consentire la ridenominazione del sistema di ticketing e dei gruppi di tag dei ticket (richiesto da @GeertClaes).

FunzionalitĂ  richieste a bassa prioritĂ /difficili/probabilmente non aggiunte:

  • aggiungere le opzioni TICKET al menu degli argomenti anche in fondo, oltre che nella modifica del titolo dell’argomento.
  • notificare all’utente il numero di ticket aperti assegnati ogni volta che effettua il login.
  • i messaggi di sistema automatizzati sono sempre ticket contrassegnati come “bassa priorità” e “in attesa”.
  • i ticket nei messaggi privati vengono inviati all’archivio dei messaggi di gruppo per default, cosĂŹ da non intasare la casella di posta dei messaggi di gruppo.
  • solitamente quando creiamo un ticket, impostiamo il tag dello stato su #waiting. Se ci fosse un modo per cambiare questo stato in #underway quando qualcuno risponde, sarebbe di grande aiuto… in caso contrario, possiamo fare affidamento sulla dashboard dei ticket se mostra l’attivitĂ , cosĂŹ sappiamo che qualcuno ha risposto e dobbiamo intervenire.
  • per trasparenza, sarebbe interessante indicare in un sussurro quando i tag dei ticket vengono aggiunti o modificati, seguendo l’esempio del comportamento di assegnazione.
  • nell’interfaccia delle segnalazioni è possibile per i moderatori “reclamare” i post spam. Forse questo è un modello che possiamo seguire per i ticket? Questo accelererebbe le cose: al momento il flusso è de-assegnare e poi assegnare.

Altre funzionalitĂ  di Discourse che sarebbero utili

  • selezione e aggiornamento in blocco della prioritĂ , dello stato, del motivo, del gruppo e dell’assegnatario del ticket (se non presenti nell’interfaccia utente, allora tramite query da riga di comando?).
77 Mi Piace
Discourse Mingle
Kanban Board Overlay for Discourse Topics
Assign topics or messages when created via API
Customize hamburger menu to add switch what switches theme and applies predefiend filter
2018: The Year in Review
Replacing Slack by Discourse
How do you create a table of content like this one?
Feature idea: allow groups to send messages, or include a specific group in all messages to specific username
`enable_forwarded_emails` doesn't behave like conventional email forwarding
Best "Support" Option Other Than Email?
Adding 'in progress' states to Voting topics
Using discourse as a community ticket system
Relevant reports for Discourse as a ticket system?
[Error] Can't create a tag on post due to Tickets plugin
Feedback form / reporting bugs
Allowing topic creation through direct delivery email in makes my forum vulnerable to spammers
Different themes per category?
Unable to View Edit History - Continuous Loading Issue
View tag changes
Reply-via-email to another address
What problems do you have when using Discourse?
(Superseded) Add a custom fontawesome icon and color to your tag
Replacing Slack by Discourse
Moderating the forum
Follow up "open" tickets
Escalating and Deescalating w a Ticket System
Advise on how to organize my forum categories and tags
Comment on a question instead of answering it
Multiple monthly notification for assigned topics
Regarding possibility to use Discourse as an alternative to JIRA or Zendesk
Settings in Discourse
Issue Tracker for Discourse

Awesome! So glad to see this ticket plugin become a reality. Angus has done some terrific work here, and has been very patient with my feature requests and feedback. He deserves a medal. :1st_place_medal:

I hope more communities decide to use this plugin, and help to make it even better by contributing use cases, feedback and code. I am also hoping to see some improvements to other discourse features to make tickets even more awesome.

We’ve been using it on our site for a few weeks already and it works well, though I have yet to properly roll it out to my team. As that happens I’ll be able to give more feedback on what’s working and what needs improvements from our point of view.

For right now, here’s my wish list:

  • improved functionality on topic and message lists for selecting and bulk updating, to e.g. change category, add/remove tags, create ticket, mark solved, open/close, reassign, change priority, change status, etc. (discussed elsewhere)
  • solved plugin: Allow staff to select OP to be solution, if no replies.
  • solved plugin: Prevent staff from selecting whispered replies as solution, as risks exposing private conversation. (discussed elsewhere)
  • “ticket system heath” statistics, e.g. number of tickets by status, time to completion, ratio of tickets by status, charts showing above over time. Not sure where this should live - is the dashboard extendable through plugins?
  • automatic ticket updates when reply is sent (e.g. change status tag to waiting/underway, add reminder for assignee with interval based on priority, etc)
  • automatic assignee based on ticket reason
  • automatic tickets based on group or group email
  • automatic solved/unsolved based on ticket status
  • default filters and options on dashboard to more quickly see only tickets assigned to me, or only open tickets etc.
  • not directly related but a common ticket task for our helpdesk: UI method for merging users, with ability to choose which email address is primary and which is secondary. (discussed elsewhere)

In case you’re wondering, here are some notes on the api method we use for creating tickets. We use it to create a new ticket for each new member as they join, for the purposes of onboarding and welcoming them, and when reaching out to members for feedback when they download resources from our resource library. We also use it when inviting lists of people (e.g. event attendees) to join the network, instead of email.

  • is_ticket = 1
  • tags[] = tag1 each on a separate line, use ticket tags and any additional tags to help find messages later (note square brackets - required!)
  • target_usernames = should always contain helpdesk group accessible to the staff in charge of ticket follow-up. Can contain an email address instead of username to create staged users (handy for sending bulk invites and making them tickets for follow-up)
12 Mi Piace

Agreed I should have started with that :slight_smile: This looks very promising, and your wish list contains several things that I’d probably get to if we get to use this properly here

3 Mi Piace

I am super excited to see this. I currently have my own custom made (mock) ticketing system. It basically converts any PM into a ticket upon user request, adds a ticket number, organizes all tickets under a custom appointed user (@TICKETS) for easier tracking, and notifies admins. We do tagging/assign via discourse options. But this is more elaborate, if you keep developing this I will jump in and try it out :smiley:

1 Mi Piace

Interesting! It sounds like you’ve got a “support” use case there, letting a user create a ticket. This system was designed more for internal use for managing tasks and assignments. @tobiaseigen What do you think about allowing users to create tickets?

3 Mi Piace

Our site is a marketplace. Tickets are used between users for managing transactions. Basically, user A strikes a deal with user B via PM. When ready, they click a button converting the PM into a ticket. The PM is assigned a ticket number, and admins are notified. The first one to assign it to him self gets it and manages the transaction.

2 Mi Piace

Do you mean allow users to see and use the tickets interface and see ticket tags on tickets? And see the tickets dashboard?

I can see a use case for it, and also can see it maybe being useful in our community. Assigned and solved is already visible to users. Letting them see the ticket details about their tickets is potentially interesting. But I don’t see the need to let them change ticket tags.

If you just mean letting users create tickets but then not see the ticket interface, ticket tags and ticket dashboard, maybe there is a use case for this too. The API can already make tickets while adding messages, so an external form could do it. Maybe a new group setting could enable auto tickets with default ticket status, priority and reason. E.g. include @tickets and the message is made into a ticket.

3 Mi Piace

No. The tickets are basically PM’s with an edited title (the includes the ticket number). The tickets are accessible from users inbox.

Interesting. Can you share a screenshot of what your tickets look like? Generally, if you have screenshots that illustrate what you are doing I think that would help us to understand your need better and if/how it fits in with this plugin.

Ticket number: I guess the ticket number could just be the topic ID. Displaying that would be easy, I suspect. I also agree displaying a ticket number would be helpful, as well as in any email notifications about the ticket in the subject line etc. The ability to search by ticket number on the tickets dashboard might also be helpful. But again this is for a different use case than yours… more of a helpdesk need for quickly finding a ticket, for example when talking on the phone with someone about their ticket.

This already works - messages that are tickets appear in user inboxes. They are identifiable with tags in the message list. So if users had access to tickets, they’d be able to see the ticket tags. They could also click through to the tickets dashboard, to see only their tickets, which I think would also be handy for them.

@angus I remember when we made a strategic decision to put tickets in the /admin/tickets route instead of /tickets. I guess if giving users access to tickets were to become a thing, we’d want to move it.

1 Mi Piace

Here are all tickets organized for staff under an account of our choosing, in this case, @CHECKOUT

Here is what the ticket looks like inside. Included in the screenshot it an automated message from @CHECKOUT to the users when they start a ticket.

1 Mi Piace

It’s kind of a crude system, but it works :smiley: However, once (if) traffic picks up we will need a more refined ticket system.

We’re talking reminders/performance reports/sorting/etc. Basically, the basics of a good ticketing system.

1 Mi Piace

Much of what you are describing is available through this plugin or could be. I think @angus would welcome your contributions to this plugin. I know one area we want to prioritize next is performance reports (I was calling it ticket system health) which is described above somewhere.

Another is functionality for bulk updating tickets from filtered lists. This is still fairly nascent in discourse. But as the number of tickets grows it will be needed.

1 Mi Piace

I mainly need this feature to award admins for their work, vs. using it to measure actual response times/etc. (although that is useful info, also). Our site pools all the income and splits the profit among admins. Obviously, who works more gets a bigger share.

3 Mi Piace

Thanks to the great work of @mbcahyono we’ve upgraded our (mock) ticket plugin. It now features site-wide notifications for open tickets, and a dedicated ticket area for ticket holders.

3 Mi Piace

Nice! I like the use of a notification about open tickets. Seems to me this should be a proper discourse notification though. Also, it would be handy to have a quick link to display only open tickets on the dashboard.

We also have it as a notification, but we’ve encountered “oh I must of missed it” and “it got lost with other notifications” responses from users, who neglected open tickets because of those reasons. So, that’s why we have a site-wide banner. We do three way tickets, so to keep the other party waiting to a minimum, we remind users about their tickets in a bold way :smiley:

2 Mi Piace

Is there a way to share that modification? I would really love to have it within my customer support system running on Discourse. :slight_smile:

3 Mi Piace

I like this feature. I will use it when building my own Discourse. :slight_smile:

The support system I have isn’t the one listed here, it’s a custom made plugin just for my website, so there is no modification to share.

I’m not sure if I’m missing something, but this doesn’t seem to be working for me, I’ll list what isn’t working right for me.

  • The redirect to the ticket dashboard doesn’t seem to follow caps cases; it takes me to admin/tickets?filters=assigned%3Akankuro instead of admin/tickets?filters=assigned%3AKankuro which results in no tickets being shown.
  • The tags don’t stick for any of the fields after refreshing or changing pages.
  • I’m not getting any sort of PM or notification to tell when there is a new ticket, not sure if this is intentional or if there is supposed to be some sort of alert to let people know when they have a new ticket.

All I’ve done is installed the plugin, enabled it, added tags to the tag groups, and created a new group with all mods called “helpdesk” and added that to tickets include group.

Any ideas what might be going wrong here?

4 Mi Piace