Building a Ticketing System with Microsoft Flow in SharePoint
on May 4, 2019 3:36 am

    With the addition of PowerApps and Microsoft Flow into SharePoint, there is a lot that can be done to benefit each within an organization. If you have ever wanted to build a help desk ticket management system within SharePoint Online to help your employees manage all their tickets in one location, you have come to the right place! The steps to creating a Ji ticket management system in SharePoint are relatively straightforward.

    Why You Need a Custom Build Ticketing System

    Code Creators can help you create a singular platform in the form of a Ticketing list which will contain all the issues and concerns raised by your clients all in one place. This will make it easier for all the colleagues vested in one project to remain informed of all that needs to be done, without any delays in communication. Your “here & now” requests from all of your customers will be quickly addressed with ease. Now that begs the question of how you create a custom issue ticketing list.

    Create a Custom Issue ticketing/List

    You can create a custom list/issue tracking to help build help desk. For this purpose, you need to create two lists, one which will keep track of the emails and one which will be used to assign tasks to employees associated with a workflow. Of course, if this becomes complicated, you can always get a consultation with the expert SharePoint consultants available to you with Code Creators!

    1.   Create a New List And Log In

    First, you will select Add an App followed by Custom List. After giving your custom list a name, you will click on Create. This will allow you to add multiple forms onto your IT Help Desk. Once this is done, open Microsoft Flow and then App Launcher. When App Launcher is running, click on Flow. Select SharePoint service from there and proceed to select the template called “Once an Outlook email is received, add it to SharePoint list.”. Synchronize this flow with your existing Office 365 ID and proceed to click on Continue.

    2.   Track Emails and Determine Actions

    This will give you the option to select a folder which will track the email. Select a folder, and there you will receive email, and your flow will become functional. Click on the option New Step and determine an action such as what is to be done when an email arrives. When you’re done with this, select SharePoint.

    3.   Add Dynamic Content

    Select SharePoint – Create Item to add dynamic content such as email address, list names, emails, email subjects, email body and then proceed to save your flow. Once you have accomplished this, click on Done. Now whenever an email is received in Outlook, it will get stored in this list.

    Are you satisfied or do you have some questions? Feel free to contact Code Creators with any queries you might have and let us help you!

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