"Form Template" - Most Useless Feature In Atera

tanderson
tanderson Member Posts: 295 ✭✭✭✭
in Got an idea?

@gilgi Please help me update this useless feature to one of the most used features before the new year. With a big push and a day's worth of programming work, this could easily become one of the best features of Atera.

Currently, the Form Template only gives you access to adjust these settings:

image.png

A Form Template should instead adjust all of these settings:

image.png

I frequently come back to the same conclusion: the form template is the most useless feature released to date. I don't need to quickly fill out the Ticket Properties as often as I would like to quickly fill out the Ticket Creation Fields. A Form Template should allow me to fill out the Customer, Contact, Ticket Title, and Description as well as the Ticket Properties.

I do not need a scheduled ticket for all tasks because some tasks just don't work on a regular schedule. However, I frequently need to make the same or very similar tickets for clients or internally, and updating the Form Template feature in this manner would significantly improve the feature.

https://giphy.com/gifs/fdLR6LGwAiVNhGQNvf

Comments

  • jrennie
    jrennie Member Posts: 1 ✭
    https://giphy.com/gifs/RX3vhj311HKLe

  • tanderson
    tanderson Member Posts: 295 ✭✭✭✭
    https://giphy.com/gifs/spongebob-squarepants-sad-OPU6wzx8JrHna

  • gilgi
    gilgi Administrator, Moderator, Internal Posts: 357 admin

    I like the challenge!
    Taking this with our PSA immediately.

  • tanderson
    tanderson Member Posts: 295 ✭✭✭✭

    Thanks Gil you’re the best!

  • nclemente
    nclemente Member Posts: 1 ✭

    This is what I'd like to see on Atera form templates:

    • An option to add instructional/descriptive text fields to guide customers when filling out tickets.
    • The ability to auto-generate ticket titles for specific templates. For example, a “New User” form could automatically standardise the title to something like: New User - FirstName LastName (StartDate).
    • If title auto-generation isn’t possible, allow for ticket titles to be dynamically updated through automation rules. This would enable the use of ticket data (e.g., name, start date, etc.) entered by customers to create unique, standardised titles in the correct format.

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