Related Ticket Widget Follow

Related Ticket widget displays tickets linked to the primary contact or company associated with the current ticket.

Topics Covered:

• How to add the Related Ticket Widget to the Layout
• Customize the Related Ticket Widget
• How would it appear in Detail Page

How to add the Related Ticket Widget to the Layout

To add the widget,

• Navigate to the Profile Icon on the top right corner.
• Click on the Set Up.
• Head over to the Modules Category.
• Select the Tickets Module.

• Click on the Customize Page Layout option under Set Up section.

• Here you can either edit the Default Layout or create the new Layout 
• Simply drag and drop the widget to the Layout.

Customize the Related Ticket Widget

• Once the Widget is added to the Layout, as you click on the Widget the following options will appear
  • Title: Customize the Widget as per your preference
  • Related to: Select the module whose associated tickets you want to fetch. (Contact, Company, or Product)
  • Fields: Select which ticket fields should be displayed in the widget.

  • Enable Sorting: Choose a field to apply default sorting. Learn More

  • Auto Hide: Enable this option to hide this widget automatically when no tickets are found.

  • Apply Filter: Apply filters to view specific data only.

  • Set Visibility Rule: Set a visibility rule to control when the widget is displayed, based on specific conditions.

• Once you’ve configured the widget to your liking, Save the changes.

How would it appear in Detail Page

• When you view a ticket, this widget will automatically fetch and display related tickets based on the Related To setting:

  • If set to Contact: It will show other tickets associated with the primary contact of the ticket you're viewing.

  • If set to Company: It will show other tickets associated with the primary company linked to the ticket.