Upload and generate documents for the Tickets object

You can now upload a document in the Tickets object and generate a document from it. MSR-949 | Sep 2024

Who is this feature for?

Organizations that use or plan to use the Tickets component will benefit from this improvement.

Benefits for you as a user

  • You can now include data from the Tickets component in a document
  • You can upload a document to a ticket 

Explanation of this new feature

You can now upload a document in the Tickets object (msf__Ticket__c) and generate a document from it. The object is available in the global action 'Generate XML for document template', allowing you to include all fields from the object in a document template.

Feature Implementation Time Model (FIT Model)

  • No implementation needed

Setup
To generate a document with ticket data, create a document template linked to the generated XML. No further setup is required, apart from necessary object and field permissions for this object.


🔗 Here you can find the key features from the September 2024 Release