Company: Link Technologies
Case No: L12008. Project: 12.10: LinkSOFT version 12.1
Logged By: Sanjay (Link Technologies) on 09 Jul 2020 06:12PM
Priority: Low
Product: Helpdesk
Group: New Feature
Time Taken: 8.00 (Weight: 8.00)
Version: 12.10.1020
Assigned To: Rashna (Edge Business Solutions)
Circulation: Rashna, Sanjay, Sanjeet, Sitla Sharma
Resolve By: Thursday, 09 July 2020 11:59 PM [1386 days since logged date]
Status: Closed
Subject: Add the ability to create cases by using tags in the subject line
Summary:    

As we go about our day to day work, we come across ideas, issues, TODO lists etc that we want to quickly record to ensure that we do not "forget" to register the task.

The current design of the helpdesk system allows us to record tasks, assign then follow through, however, we need an easier way to register tasks as we don't always have access to log into the helpdesk.

One option is to send an email to the helpdesk by using certain tags on the email subject to determine where the task should be created and who it should be assigned to. We can then use helpdesk to manage the rest of the process.

Audit Notes:Edited by sanjay on 16/09/20 13:20. 
09 Jul 202006:21PM Comment 1 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-07-2020 06:12 PM Time Taken: 3.00

Design:

Add the ability to create cases by using tags in the subject line

1. If the subject line starts with a square bracket, we use the contents of the square bracket to decipher the tag

2. e.g of the subject would be: "[Link, Sanjay]We found a problem with the MYOB integration which causes blank invoices"

3. Rules to process this tag will be:

a. get the text between square bracket

b. always expect two values separated by comma

c. the 1st tag is a company and 2nd tag is the username

d. if the company and user are found, we have a valid tag, otherwise, we treat this as a standard email.


Examples, send an email to support@linktechnologies.com.au with the following in the subject line. The body content can contain much more details of the issue:

  1. [LBS,sanjeet]Prepare a quote for J R White
  2. [INFO,sanjeet]TLTB requires PMS quote to amend PMS - arrange a time to discuss with Sanjay
  3. [edge,rashna]There are some problems with Link Help file, some pages seems to be distorted. Please check
  4. [info, rashna] Link Documentation content has lots of formatting issues in the installation page. can you correct this

09 Jul 202006:29PM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-07-2020 06:21 PM Time Taken: 4.00

Development work for this case has been completed.

The change will be available in version:12.0.0710

1. The following changes were made(Include Database object names, Program classes and any other relevant information):

  1. Completed development according to design in comment 1

2. Affected Areas:

  1. Helpdesk - Create a case from an email Background process
  2. User processes

3. The issue was caused by:

  1. Improvement

4. Notes
5. Next Step
: UAT and Documentation

----------------------

Development Reference:


13 Jul 202012:10PM Comment 3 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 15-07-2020 12:09 PM
Added template name to the email subject tag

27 Jul 202002:00PM Comment 4 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 29-07-2020 01:04 PM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1

Enable the "Helpdesk Email Import" feature.

  • Company Code = 1001
  • Trading Name = Link Technologies Demo
  1. Send an email from user Julis email
    1. The email address "juli@gmail.com" should be entered as the email address for the user in "User Maintenance".
    2. Send email as [1001,Juli] Prepare for LinkSOFT Training. This should create a case for user Juli in the helpdesk. The subject of the case should be "Prepare for LinkSOFT Training".  
    3. Send email as [Demo, Juli] Prepare for LinkSOFT Demo. This should create a case for user Juli in the helpdesk. The subject of the case should be "Prepare for LinkSOFT Demo".
Pass
2Send an email using "juli@gmail.com". This should create an unassigned case in the helpdesk.

Pass.


The case will be created if it is "Unread". 


Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.0.0.722
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-12-RASHNA

Next Step

  1. Documentation has been updated at LinkSOFT\Helpdesk\Email_Import.htm.
  2. Closure

    16 Sep 202001:20PM Comment 5 by Sanjay (Link Technologies) ETC was changed from 09/07/2020 to 09/07/2020
    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12008 in the subject line of all emails regarding this issue.

    Document size: 11.3 KB
    For call complaints, please contact the Managing Director of the company using this form