To set up Recurring Tickets go to Business Rules > Recurring Tickets.

Then select the + New button, this will open the Recurring Ticket menu.

Properties

Under Properties, set a name and time zone for the recurring ticket to run with.

Recurring Schedule

In Recurring Schedule, set the date and time for the first ticket to be created.

Under the Recurring Schedule sub-heading, set up the schedule for the tickets to recur.

Use the dropdown menu to select the frequency, e.g. Once daily, Twice Weekly. And the checkboxes to select which days of the week you want the tickets to be created on.

You can also up when you want the Last Ticket to be created, the options are:

• Never: If you want to recurring tickets to be created for the forseable future.

• On [Date & Time]: This lets you specific the exact date and time at which the recurring schedule will finish.

• After [Amount] Occurrences: Lets you specify the number of times you want the schedule to run before it stops. This option is useful if you are running a process that has a particular number of occurrences, such as consutancy that has a set number of sessions.

User(s)

You can pre-set the users to be associated with the recurring ticket and a ticket will be created per user specified.

Core Properties

Under Core Properties you can set up the ticket properties that will apply to each ticket created through the schedule. These properties are:

• Ticket Subject: The ticket subject will display to Agents and Users when the ticket is created, you can apply variables for Date {{ creation_date }} and Sequence number {{ occurrence }}, which is useful for keeping track of the number of tickets that have been created if using this feature for sessions.

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