How to save the support team time with templates in GLPI

How to save the support team time with templates in GLPI

Twig is a templating Engine for PHP that helps to keep the code clean and organized by separating what is coded from what people see on the website. This makes the task of managing and updating templates a bit easier.

GLPI has brought since the version 10, the ability to use Twig variables on followups, tasks and solution templates. But you may ask, what is it useful for?

Well. Let’s take a template you use on a daily basis and have to always change some fields. Start with a welcome message in a ticket, as an example:

Dear {Client’s Name},

Thank you for reaching out to our support team. We wanted to let you know that your support ticket has been successfully inserted into our support area. Our team is already on it and will start the process of analysis within {specified time frame}.

If you need to add any additional information or have further questions, you can simply reply to this email or visit our website at upport.yourdomain.com to update your ticket.

We appreciate your patience and will get back to you as soon as possible.

Best regards,

I know. Sometimes we forget to manually change the fields by the correct ones, or we just let general information there as don’t make any mistakes.

The twig variables are exactly for this.

Every ticket has some pre-filled fields. Be it by the user, by the technicians, by automatic business rules. The only thing we want here is to be accurate, quick and informative.

Let’s change this same message to add

  1. The first name of the requester
  2. The Time to Own the ticket received at this moment
  3. The group that is responsible for the ticket at the moment

Dear {% for user in ticket.requesters.users %} {{ user.firstname }} ,
{% endfor %}

Thank you for reaching out to our support team. We wanted to let you know that your support ticket has been successfully inserted into our support area. Our team is already on it and will start the process of analysis within {{ ticket.tto | date("d/m/y H:i") }}.

The group {{ group.name }} is responsible for this ticket at this level.

If you need to add any additional information or have further questions, you can simply reply to this email or visit our website at upport.yourdomain.com to update your ticket.

We appreciate your patience and will get back to you as soon as possible.

Best regards,

As you can see, there are some variables in this template. It means that every time a technician selects this Followup template, GLPI will insert:

  • Every first name of users at the requesters field
    • {% for user in ticket.requesters.users %} {{ user.firstname }} , {% endfor %}
  • The Time to Own date and time added manually or automatically via business rules
    • {{ ticket.tto | date("d/m/y H:i") }}
  • The responsible group of the ticket
    • {{ group.name }}

The best part is that, once these fields change during the lifecycle of the ticket, the new followups, tasks and solutions will get updated information to be inserted during the time.

Here are some other ideas of templates you may use

  • Fill with a KB article
    • If you have a knowledge base article that may be useful for the user, you may:
      • relate this article with the ticket using the knowledge base tab in a ticket
      • create the followup or solution template with the following variable {{ knowbaseitem.answer | raw }}
      • select the template you’ve previously created. GLPI will insert the content of the article to the solution or followup template.
      • here is a template example


{% for user in ticket.requesters.users %} {{ user.fullname }}
{% endfor %}
There is a possible article on our knowledge base that may be of help:
{% for knowbaseitem in ticket.knowbaseitems %}

{{ knowbaseitem.link | raw }}

{{ knowbaseitem.answer | raw }}

{% endfor %}

  • Use it for pending reasons
    • relate this article with the ticket using the knowledge base tab in a ticket
    • create the followup template with the important variables
    • create the pending reasons
    • connect the template you created to the pending reason you’ve previously created
    • here is a template example

Hi {% for user in ticket.requesters.users %} {{ user.firstname }} ,
{% endfor %}

Hope you’re doing well! We’re just dropping a quick note to remind you that your response is needed to proceed with ticket # {{ ticket.id }} regarding {{ ticket.name }}.

Your input is crucial for us to move forward. If you could spare a few moments to provide the necessary information or feedback, we’d greatly appreciate it.

If the issue has already been resolved, or you have other questions, please let us know.

Thanks for your attention to this matter!

Best,

{% for user in ticket.assignees.users %} {{ user.firstname }}

{% endfor %}

The Twig variables may be found at the followup, task and solution templates. Explore it and make me know what are the projects you have created with them. We will have news about those same twigs in next versions.

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How tags may be useful when using GLPI

GLPI has categories, types, and other kinds of options to categorize and split related objects into groups. Imagine you could gather different objects that have any relation. Be it a project, a client, a group of clients, a status, or even expand the possibilities of categorizing objects inside their already created categorization.

That’s what the plugin Tags does.

  • The Tags plugin provides an extra ability to group objects in GLPI.
  • Be it to improve workflows or just find objects that are related.
  • It is available for everyone using a free Marketplace key or installing it directly from the official repository

It is exactly as, in a physical environment, labeling things to make sure that on a first look, we know that this object is part of something else.

Key features and benefits

Business rules integration: one of the standout features of the tag management plugin is its ability to integrate tags with business rules for tickets. This means that tags can be added to tickets based on pre-defined criteria.

Permission controls: to prevent an overload of unnecessary tags, the plugin offers essential permission settings. These settings ensure that only authorized personnel, typically administrators, can create and manage tags. This level of control helps maintain a clean and orderly tag system, preventing misuse and clutter that could complicate asset and ticket management.

Administrative control: the focus on administrative control within the tag management system ensures that tags are created in a structured and thoughtful manner. By centralizing tag creation and management, GLPI ensures that the tagging system remains an effective tool for organization and doesn’t become a source of confusion. There is also the ability to add colors to tags, so it becomes easier to find groups at first sight.

Practical applications in GLPI

The practicality of the tag management plugin shines across various applications within GLPI. Here are a few examples:

  • Asset Management: tags can categorize equipment by groups of equipments, projects, impact to the company, legacy hardware, making it easier to manage inventories and track asset lifecycles.
  • Ticket Management: applying tags to tickets can help categorize issues by urgency, type of problem, or affected kind of client – level of subscription, for example since it is possible to tag an entity and use the view of entity tags across other lists -, streamlining the support process and improving response times.

These applications demonstrate the versatility and utility of the tag management system in everyday scenarios, making it an essential tool for any GLPI user.

There are also some unusual ways of using the Tags plugin. The administrator’s creativity is the limit.

  • Tag positive and negative feedbacks inside tickets
  • Tag if a user needs some training
  • The product team may be looking for negative feedbacks to target changes for the next releases and may use the team tagging negative feedbacks for that.
  • Maybe the writers can look for a tag “needs doc” to find new articles to write

The Tags plugin is a powerful extra resource to GLPI, offering significant improvements in efficiency and organization. By utilizing this tool, service departments may ensure that their resources are used effectively, and that information is always at their fingertips, and with fewer clicks.

Have you discovered any unique uses for tags in your environment?

Useful links

https://faq.teclib.com/04_Plugins/Tags/

https://glpi-plugins.readthedocs.io/en/latest/tag/index.html

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