Tickets 插件 🎟

仓库

摘要

此插件为 Discourse 添加了一个工单系统。它需要启用标签功能,并且与 Assign 插件 配合使用效果最佳。

它基于 @tobiaseigen原始规范,并与 @tobiaseigen 以及一个出色的 Ruby for Good 团队 合作开发,旨在造福 Namati 和 Discourse 社区。

注意事项

  • 安装插件后,将添加三个新的标签组:tickets_prioritytickets_reasontickets_status。在 /tag_groups 处向这些组添加标签,即可为每种工单类型添加标签。

  • 工单是在“编辑主题”UI 中添加的(参见下方的截图)。

  • 您可以通过 API 使用 is_ticket 和每个工单标签的 tags[] 创建带有工单的主题或私信(了解更多)。

  • 您需要查看四个站点设置。要快速访问,请进入您实例上的 ADMIN > SETTINGS 并搜索 tickets

    • tickets enabled:在主题上启用工单(需要启用标签功能)。

    • tickets icon:设置工单图标的 font-awesome 类名。

    • tickets include group:包含带有工单的私信的默认组(在全球法律赋能网络论坛上,这是一个 helpdesk 组)。

    • tickets redirect assigned:将用户从其个人资料中的“已分配主题”路由重定向到按分配给他们的工单筛选的工单仪表板。

    • 如果您希望在私信中使用工单,则必须启用 allow staff to tag pms

工单仪表板

主题

点击标题附近的铅笔图标以编辑主题元数据,显示如下:

主题列表

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任务列表

此列表汇总了在下文讨论中以及 @tobiaseigen 和全球法律赋能网络同事实际使用此插件过程中出现的错误报告和功能请求。@angus 已同意定期安排一些时间,通过 https://discourse.angusmcleod.com.au/c/work/l/agenda 逐步解决此列表中的问题,但随时欢迎提供帮助!:seedling:

错误:

  1. 指向用户已分配工单的劫持链接似乎对大小写混合的用户名不起作用。
  2. 工单标签出现在打印视图中,即使是对那些无权访问工单系统的人也是如此。

我们希望添加的功能:

  1. 添加指示工单涉及的用户(或多个用户)的功能。
  2. 在工单仪表板上添加工单创建日期、创建日期和最后活动日期列。
  3. 劫持工单仪表板上的 :mag: 搜索功能,以允许通过关键字搜索工单。
  4. 彻底改革工单仪表板的筛选/排序/分页功能。
  5. 在工单仪表板上添加默认筛选器和选项,以便快速查看仅分配给我的工单或仅查看未关闭的工单。
  6. 添加监控工单系统整体健康状况(解决时间、未关闭工单等)的功能。
  7. (低优先级)在 /admin/plugins 中添加“设置”按钮(详情)。
  8. (低优先级)允许重命名工单系统和工单标签组(由 @GeertClaes 请求)。

请求的功能(低优先级/困难/可能不会添加):

  • 在主题标题编辑之外,也在主题菜单底部添加工单选项。
  • 每次用户登录时,通知用户分配给他们的未关闭工单数量。
  • 自动系统消息始终标记为低优先级的工单,状态为“等待”。
  • 默认情况下,工单私信会被发送到群组消息归档,以免 clutter 群组消息收件箱。
  • 通常当我们创建工单时,会将状态标签设置为 #waiting。如果有人回复时能将此状态更改为 #underway,那将大有帮助……如果不能,我们可以依赖工单仪表板来显示活动,这样我们就知道有人已回复并需要采取行动。
  • 为了透明起见,在添加或更改工单标签时,在悄悄话(whisper)中予以说明,遵循 Assign 行为的示例,这将很有趣。
  • 在举报界面中,版主可以“认领”垃圾邮件帖子。也许我们可以将此作为工单的处理模型?这将加快速度——目前的流程是先取消分配,然后再分配。

其他有助于 Discourse 的功能

  • 批量选择并更新工单优先级、状态、原因、组、经办人(如果 UI 上不可用,是否可以通过命令行查询?)。
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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)
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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

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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:

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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?

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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:

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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:

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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?

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