Automation#22 Track Ticket Duration at Specific Status

Automation#22 Track Ticket Duration at Specific Status



Hello Everyone!

Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. 

Zylker Techfix customized Zoho Desk’s ticket statuses to align with their servicing process. Here’s their workflow: when a gadget was submitted for service, the ticket entered “Open” status. After an initial examination, it moved to “Service” status, mapped to the “Hold” type while repairs were underway. Once repairs were complete, the ticket progressed to “Billing” and then to “Closed” after payment and delivery. To improve operations, Zylker Techfix wanted to know how long tickets stayed in “Service” status, giving them insights into potential delays and resource use. With a custom function, they tracked this time in a custom field, then used it to generate reports that highlighted areas for process improvement.

With this custom function, you can gain a clear view of your support timeline, identify bottlenecks, and serve clients more efficiently. Let’s dive into how you can implement this custom function to refine your own operations and drive productivity forward.

Prerequisites
1. Create a Custom Field
To track ticket duration at a StatusName (call it In progress) mapped to the Status Type On Hold, 
     
      1.1 Go to Setup (S) >> Customization >> Layouts and Fields.
             Select Tickets under Layouts and the Department in which you would like to track the ticket duration. 
      1.2 Create a custom single line field in the Tickets layout of the respective department. 
            1.2.1 Click on the layout, add a single line field with a label StatusTime. 
                      You can label the field with your preferred name. 
      1.3 Note the API names for the the single line field to insert into the custom function.     
            To find the API name, Click on the Gear wheel icon of the single line field.
            Click on Edit Properties, you will find the API Name under the Edit Field. Refer to Create Custom Fields. 

2. Create a connection
      2.1 Go to Setup(S) and choose Connections under Developer Space.
      2.2 Click Create Connection.
      2.3 Select Zoho OAuth under Default Connection.
      2.4 Set the connection name as deskconnection.
      2.5 Under Scope, choose the below scope values:
             Desk.tickets.READ
             Desk.tickets.UPDATE
      2.6 Click Create and Connect.
      2.7 Click Connect and click Accept.
Connection is created successfully.

Create a Workflow Rule
1. Go to Setup, choose Workflows under Automation. 
2. Under Workflows, click Rules >> Create Rule.

In the Basic Information section,
3. Select Tickets from the drop-down menu under Module.
4. Enter a Rule Name and Description for the rule.
5. If you want to activate the rule right away, select the Active checkbox. Else, create the rule and activate it later.
6. Click Next.
 
In the Execute on section, follow these steps:
7. Select Field Update, Choose Status.  
8. Click Next.
 
9. Leave the Criteria section blank and click Next. (Add a criteria if you require it.) 

10. In the Actions section, click the + icon and select New next to Custom Functions.
12. Enter a Name and Description for the custom function.
                                         
13. In the script window, insert the Custom Function given below:
  1. ///----<<<< User Inputs >>>>----
  2. deskURL = "https://desk.zoho.com";
  3. //Replace with your custom domain
  4. //Replace your Custom Field API Name to Update Desired Type Status Duration Ex: Open 
  5. durationApiName = "cf_status_name";
  6. // ex: "cf_open_time"
  7. //Replace your Desired Status Type Name Ex: Open
  8. statusType = "On Hold";
  9. // Open or On Hold or Closed
  10. //Replace the Status Name 
  11. statusName = "In Progress";
  12. // Ex: In Progress, Waiting for Reply, etc
  13. // ----<<<< Initial Configs >>>>----
  14. logs = Map();
  15. logs.insert("ticketId":ticketId);
  16. openHoursToUpdate = 0;
  17. openMinutesToUpdate = 0;
  18. onHoldHoursToUpdate = 0;
  19. onHoldMinutesToUpdate = 0;
  20. //---------------------------
  21. try 
  22. {
  23. // ---- start your logic from here ----
  24. ticketStatusLifeCycleInfo = invokeurl
  25. [
  26.   url :deskURL + "/api/v1/tickets/" + ticketId + "/statusLifeCycle"
  27.   type :GET
  28.   connection:"deskconnection"
  29. ];
  30. logs.insert("ticketStatusLifeCycleInfo":ticketStatusLifeCycleInfo);
  31. if(ticketStatusLifeCycleInfo != null && ticketStatusLifeCycleInfo.containsKey("statusLifeCycle") && ticketStatusLifeCycleInfo.get("statusLifeCycle").size() > 0)
  32. {
  33.   for each  statusInfo in ticketStatusLifeCycleInfo.get("statusLifeCycle")
  34.   {
  35.   statusType = statusInfo.get("statusType");
  36.   statusName = statusInfo.get("status");
  37.   if(statusType == statusType && statusName == statusName)
  38.   {
  39.     statusDuration = statusInfo.get("duration");
  40.     if(statusDuration != null && statusDuration != "")
  41.     {
  42.     statusDuration = statusDuration.replaceAll(" hrs","");
  43.     durationCollection = statusDuration.toCollection(":");
  44.     hourDuration = durationCollection.get(0);
  45.     minuteDuration = durationCollection.get(1);
  46.     openHoursToUpdate = openHoursToUpdate + hourDuration.toNumber();
  47.     openMinutesToUpdate = openMinutesToUpdate + minuteDuration.toNumber();
  48.     }
  49.   }
  50.   }
  51.   openHoursToUpdate = (openMinutesToUpdate / 60).toNumber() + openHoursToUpdate;
  52.   openMinutesToUpdate = openMinutesToUpdate % 60;
  53.   logs.insert("openHoursToUpdate":openHoursToUpdate);
  54.   logs.insert("openMinutesToUpdate":openMinutesToUpdate);
  55.   ticketUpdateParams = Map();
  56.   ticketUpdateParams.insert("cf":{durationApiName:openHoursToUpdate + ":" + openMinutesToUpdate});
  57.   logs.insert("ticketUpdateParams":ticketUpdateParams);
  58.   ticketUpdate = invokeurl
  59.   [
  60.   url :deskURL + "/api/v1/tickets/" + ticketId
  61.   type :PUT
  62.   parameters:ticketUpdateParams + ""
  63.   connection:"deskconnection"
  64.   ];
  65.   logs.insert("ticketUpdate":ticketUpdate);
  66. }
  67. }
  68. catch (errorInfo)
  69. {
  70. logs.insert("errorInfo":errorInfo);
  71. }
  72. info "logs: \n" + logs; 
  73. logs.insert("errorInfo":errorInfo);
  74. info "logs: \n" + logs;
Notes
NOTE
a. In Line 2, Replace ".com" with the domain extension based on your Data Center.
b. In Line 5, add the API name of the custom field created within the Tickets layout. 
c. In Line 8 and line 11, enter the status type and status name. 
14. Click Edit Arguments and include the argument mapping as below: 
      14.1 In the Name field, type ticketId and from the Value drop-down list, select Ticket Id under the Tickets Section.
15. Click Save to save the custom function.
16. Click Save again to save the workflow.

Creating Ticket Tracking Reports
You can generate Reports under Analytics to view the time duration of your tickets in one go. 
Go to the Analytics module >> Choose Reports >> Add Report >> Select Tickets module and Time Entry under Related modules. Refer to Create Custom Report 

Let us know how this custom helps improve your ticketing process.

Until next week,
Warm regards,
Lydia | Zoho Desk 



      • Sticky Posts

      • Zoho Desk Virtual Meetup: US Central, October 5 - 7, 2021

        After the interactive Virtual Meetups in the other regions, we are starting with the US Central and Midwest regions from October 5 to October 7, 2021. The dates for other regions will be announced soon.  At this event, we will explore the topics which

      • Register for Zoho Desk Beta Community

        With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

      • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

        Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our  forums; wherein a panel of experts will take on questions  specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any questions posted here.   Let's begin the year learning some best practices from our experts. In this month's ATE we are opening the floor to questions on how to use Zoho Desk the best way.  If you have a business use case but not sure if Workflow is

      • Share your Zoho Desk story with us!

        Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

      • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here. In this month's Ask the Experts, we will take questions on everything related to Telephony and the Call Module in Zoho Desk. We will discuss the following aspects:  Integration with different Telephony vendors Routing calls to agents Converting

        • Recent Topics

        • Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

          Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes

        • Grouping payments to match deposits

          Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

        • Employees can not add some expenses suddenly

          Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

        • Zoho email setup in office365

          When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

        • iOS 10: Caller ID new feature?

          Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?

        • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

          I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

        • Bank reconciliation. Match Transaction -filter

          When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.

        • Added new staff but does not appear in other organization list

          Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager

        • Integrating Calendly with Zoho Calendar in Zoho Mail

          I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

        • Map fields from module X to a lookup field in subform in module Y

          Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another

        • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

          Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

        • how to create a new line in string in Client Script?

          I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");

        • Surely it's time Inline editing from views

          I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

        • Multi branding issue with sender addresses

          Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations

        • How to Replace an Assessment in a Job Opening on Zoho Recruit

          Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

        • Is there API Doc for Zoho Survey?

          Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

        • Email Campaigns overview page is missing SENT DATE and # people sent to!

          I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

        • SEO recommendation of H1 tag for website tittle

          The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

        • How to choose other payment methodes than creditcards

          We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

        • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

          Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

        • How to call a Creator function which is in a different Creator application?

          How to call a Creator function which is in a different Creator application?

        • Can the code in my "Successful form submission" WF be invoked from a function?

          Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve

        • Kaizen #169 - Serialization and Schema Management in Queries

          Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario

        • Introducing Keyboard Shortcuts for Zoho CRM

          Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

        • Feature Request: Notebooks within notebooks (Tree-like structure)

          Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named

        • Can't get authorization for Sandbox environment using the self client

          Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For

        • Create landing pages from Zoho Marketing Plus

          Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now

        • Custom service report or Zoho forms integration

          Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

        • Email tracking subdomain

          The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about

        • Chart View group X-axis values above a value

          I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category

        • How do I get the Text Account name instead of the Reference number?

          Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding

        • Custom API - Need to create a string return value, not only MAP

          @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

        • missing video-urgent

          hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after

        • Duplicate New Ticket Emails

          I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?

        • Ticket Response Email Template

          Is there a way to have an email template automatically selected when I click on Reply for a ticket?

        • Unpublishing Job Post for LinkedIn

          Hi, We have experienced issue with the above. We did unpublish a job in Recruit but it still appear under Job section in our LinkedIn page. It did not remove from LinkedIn as it should be.  Please check and advise. Regards, Snyder 

        • Power of Automation :: Automatically start / pause / stop timer on task status update.

          Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

        • Editor limitations to define screen types

          Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations

        • Dúvidas do Zoho Creator

          Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro

        • Tropicalize Books

          Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

        • Next Page