Tickets assigned to a portfolio

Hi,

We're testing out the functionality of Portfolios, and have a couple of questions about tickets. 

1. Once a ticket is assigned to a portfolio, is there any way in the ticket itself to see the portfolio it's assigned to/any type of flag to show it's assigned to a portfolio?

2. How can tickets be removed from a portfolio once assigned? During testing we accidentally created a ticket profile that added 57k tickets to the portfolio, and I'm trying to figure out how to remove them. 

3. If we need to add tickets to a portfolio that don't fit a defined profile, what's the easiest way to accomplish this? Edit the profile each time for the specific ticket ID that we need to add?

Thanks,

Kim

Tags portfolio moving-tickets
Asked by Kim Rathbone on Thu 10/31/24 1:40 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Thu 10/31/24 3:18 PM

Hi Kim,

Is there a particular reason why you're not opting to use Workspaces for this type of ticket tracking? Workspaces *can* more dynamically add and also remove tickets based on filter criteria and workspace rules that are configured. Adding tickets is automatic based on configured ticket-based workspace rules, and removing them can be performed by manually running a removal rule.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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