Archiving Tickets

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Archiving Tickets

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Crow Canyon lets you archive tickets in a separate list so that your list of active and closed tickets doesn't become too large. The archived tickets are put into the Archived Tickets list for easy access. Information is copied over into corresponding columns on the Archived Tickets list. Crow Canyon also maintains archival lists for associated IT Support Tasks, Email Tickets, and Approver Tasks. You can access Archival Settings under All Site Content. There should only be one item for the Archival Settings list. Do not add another item, as this may disrupt the archival workflow.

 The Archival Settings are provided with the default values below:

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Note: If any list names are changed from the above, they will need to be changed in Archival Settings as well.

Title - Do not change

Source Ticket List Name - The list name from which you want to move items

Target Ticket List Name - The list name to which you want to move items

Source Related List Names - These are the list names for items that are related or associated with the main Source Ticket List Name above. These are the lists from which you want to move items.

Target Related List Names - These are the list names for items that are related or associated with the main Target Ticket List Name above. These are the lists to which you want to move items. Make sure that they are in the same order as the Source names above.

Ticket ID Lookup Field Name in Target List – These are the related lookup value of the Ticket list item Id’s in the Above Lists.

Archive Completed Items More Than - Set this value to the number of days you want to keep the source ticket in the Source Ticket List after it is closed. The ticket will be archived after this many days.

Include Modified Date - If you change Include Modified Date to "Yes," the workflow will look at the last date on which the item was modified rather than the date on which it was closed to determine when to archive the ticket.