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General settings, Email integration, Data management, Incident Management, templates, categories, SLA/SLM, Timers, Subtypes, Password services,

  • 301 Posts
  • 850 Replies
301 Posts
Vadim Gektin
SysAider
Vadim GektinSysAider
published in Help Desk
All you need in order to move to Microsoft 365 Exchange OAuth 2.0 protocol.Tutorial

Two years ago, Microsoft announced that it will no longer support basic authentication protocols (SMTP, IMAP, POP). The time has come when you need to move to a more secure and updated protocol - OAuth 2.0.  Setup of the new email integration is simple:  In SysAid, go to: Settings > Integration > Email.  Click the Create New button, and follow the instructions in this Microsoft 365 Email Integration with OAuth 2.0 Guide. The permissions required on MS side:  Permissions required on Microsoft​​​​ Test and verify the new integration: Send manual email, reply from tickets and take actions that trigger automatic notification.  To disable the SMTP integration [see screenshot below]: In SysAid, go to: Settings > Integration [1] > Email [2]. Choose the SMTP integration list item and uncheck: Select the Outgoing Email tab [3]  Uncheck  Enable outgoing email  Click Apply [5]. Select the Incoming Email tab [4] Uncheck Enable incoming email Click Apply [

465214
Maayan Karstaedt
SysAider
1 year ago
D
Community Enthusiast
david.yorkCommunity Enthusiast
posted in Help Desk
Edit Default Basic/Advanced Request Template

Is it possible to edit the default basic/advanced request templates to remove the statement "If relevant, add this Request details to the Knowledge base. Close the Request." out of the notes of those templates?

1206
B
2 days ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
SR Custom List 1 - Location?

Hiya,In Analytics > Dashboards, There is a ‘Group by’ option for ‘SR Custom List 1’. I want to create another option to group by. I can find the ‘SR Customer List 1’ in Customize > Lists,but after creating my custom list, I cannot see an option to add it to the group by selection?   

282
R
Active talker
9 days ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
Timer - Still accumulating

Hi there, I’ve run into a bit of a head scratcher. The “Time to Repair” timer is still accumulating on a “Incident” service record that is in the “Waiting for Customer” status but I think I’m going blind. Is there something wrong with the below logic?   (Service Record Type = Incident And (Status <> Closed Or Status <> Rejected Or Status <> Customer Test Or Status <> Waiting for Customer Or Status <> Workaround Or Status <> On Hold Or Status <> Resolved Or Category <> Releases)) Timer screenshot    

272
R
Active talker
12 days ago
D
dominicsun134New SysMate
asked in Help Desk
How to assign action item to multiple user or a group

How to assign action item to multiple user or a group? I created an Approval action item, I need to assign this action to multiple user or a group of people, how can I do it?

281
L
SysAider
14 days ago
G
grozicNew SysMate
asked in Help Desk
What is happening with SysAid support?

Hello everyone. Is anyone else having issues with responses from SysAid support? We have been sending them emails directly and trough the web site since July and we haven’t received a single response. Our account has expired and we aren’t able to get someone to enable it. Also someone from SysAid contacted us for new licence prices and when we asked about the account, no response about that. But of course the new licences were sent. Any suggestions how to get in touch with someone to enable our account? Even telephone calls didn’t work. Best regards! 

601
raluca.zarnica
SysAider
15 days ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
Customize List - Valid for User Groups

Hi there, I have a general question, when it comes to customizing lists, is the “Valid for User Groups” only available for system/default lists? I’ve noticed that on the custom lists I create this option is not available?   

120
R
Active talker
21 days ago
R
Rian StuartNew SysMate
asked in Help Desk
Unable to link tickets

I have created a problem ticket, and now want to link all the incident tickets to the problem ticket that are relevant. I have searched everywhere for a field that resembles Link, Related, Merge etc. and cannot find it anywhere as an option on any of our templates or forms. There’s no sign of any of these options within any ticket types either. I don’t understand why we can’t link tickets, or at least link incidents to problems out of the box with a help desk tool?! 

180
R
22 days ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
Last modified SLA

Hi there,I’m trying to configure a last modified SLA but running into a slight issue with how it works. For example:When a incident service record has not been modified within the last 15 hours (in certain statuses) - Send a reminder to update the service record. If the administrator updates the service record following the reminder reset it. Following the reminder, if a further 5 hours passes without an administrator updating the service record, set the custom field ‘Last Modified SLA’ to be ‘Breached’. The issue I’m having is the ‘Escalation Agent User’ is resetting the last modified date every-time an escalation rule runs. I don’t believe I can use the ‘Reset Escalation Level’ because that would mean the SLA would never be breached due to the ‘Escalation Agent User’ setting the ‘Last Modify time’. Example:Reminder:Escalates service records with type Incident, only non-merged tickets, with status Active, with priority P1, (Request time > 02-09-2024 And (Status = New Or Status = Op

352
R
Active talker
27 days ago
Y
Yossi A 90New SysMate
asked in Help Desk
Integration between Jira service management and SysAid

Hey. I wonder if the Jira integration add-on is working with JSM (jira service management) as well? TnxYosi

342
A
SysAider
1 month ago
I
itaiNew SysMate
asked in Help Desk
Default font & size in message

Can someone let me know how we can set a different default font and size when sending a message?

221
C
SysAider
1 month ago
S
Support_KBNew SysMate
asked in Help Desk
Incident templates not showing in Help Desk menu

Hello,I want to create new incident templates, but nothing is showing in the menu:The view to filter the already created templates was changed:After changing that parameter is when the problem started to happen. As I previously mentioned, to set back the previous configuration is not possible as there is any button or function to select.I would appreciate if some​one knows how to resolve this issue.Thanks in advance!Best Regards​​​​​​

191
gabriel.lupu
SysAider
1 month ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
Delete email messages - From service record

Hello there,On a request service record, we have the “Email Messages” field that contains messages received directly from our end-users. Below its just called the “Messages” section. SR Fields - SR Form - Introduction (sysaid.com)Is it possible to delete messages from this section? As in some cases we had end-users responding directly to tickets which includes screenshots containing sensitive information. 

373
A
SysAider
1 month ago
R
Active talker
rdtjbrownActive talker
asked in Help Desk
Escalation rules - Add/Subtract to float field using "Action Builder"

Hi there,I just wanted to ask, if it is possible to add/subtract to a float field using the action builder on escalation rules.If I’m using the “Reset Escalation Level” option for the “Escalation level” to cause the rule is re-run if the criteria is met, but I want to restrict the amount of re-runs of the escalation rule WITHOUT having to build an escalation rule X amount of times to check + set the field each time.For example, A single escalation rule that adds +1 to a reminder-no field and the criteria of the same rule will only run when the reminder-no field is between 1-5 etc. Is this possible?      

221
raluca.zarnica
SysAider
1 month ago
S
stucolNew SysMate
asked in Help Desk
Sysaid not working

Sysaid Australia not working

232
A
SysAider
1 month ago
B
bikin4funNew SysMate
asked in Help Desk
Ticket System Down After Migration

We recently changed hosting company and went with Siteground, we imported all the files and edited the config file to include the new db credentials, we also imported the PHP database with the correct pre-fix, yet we are getting a PHP file display when we go to this link for example: support.mydocumentshredding.com/index.php?a=add Can you please help us pinpoint the cause of this?

201
C
SysAider
1 month ago
M
Active talker
mszcActive talker
asked in Help Desk
Escalation Rule not working in some tickets

SysAid Edition / PackagePro Plus EditionBuild Numberv23.3.35 b4 Hi, I have for years a simple escalation rule that set tickets with status Ready to Closed six days after last modifikation date. It works for most of it, but not for some. Cant see a difference. The oldest SRs which are not working are from early 2022. We have tickets back to 2009.  There is no filter other than status ready:    Can I manually test the Rule when I change something? Is it a bug?

352
M
Active talker
2 months ago
S
Active talker
SAMMYLUCActive talker
asked in Help Desk
Quality Score Self Servable

How does the Self Servable quality score know the client did not need further assistance?  When does it get updated? 

222
C
SysAider
2 months ago
S
Active talker
SuperSalmonActive talker
asked in Help Desk
Out of Office

Can someone explain in more detail how the Out of Office works?  Apologies if this seems like an obvious question.  I’ve set up the Out of Office on my account and have selected another Administrator but upon manually assigning a test ticket to me, it’s still sent to me and sits in my queue.Many thanks,Mel S

271
A
SysAider
2 months ago
D
Community Enthusiast
Dan McDonaldCommunity Enthusiast
asked in Help Desk
When closing an incident, the page lingers on the closed incident page, instead of returning to the incident list

As the title says - when closing an incident, the page lingers on the closed incident page, instead of returning to the incident list. In previous versions of Sysaid, when you closed a ticket, you were instantly brought back to the list of incidents. Now, the page just idles on the closed ticket page. You have to manually browse back to the incidents list. We would like to restore this behavior to the previous setting where it returns you to the incident list. 

331
A
SysAider
2 months ago
S
Active talker
SuperSalmonActive talker
asked in Help Desk
Survey response

Can I remove a survey response from a report?  One of our support colleagues input a test response and they wanted to see where it was recorded.  It is now appearing on the ‘Satisfaction Level by Administrator’ report and I’d like to remove it before I distribute a copy of this report to the rest of the team.Many thanks. 

282
AlexanderChr
SysAider
2 months ago
S
Active talker
SuperSalmonActive talker
asked in Help Desk
SysAid Administrator

I’ve recently made an existing user an Administrator but they cannot see the ‘Admin Portal’ in the drop-down list when clicking on their name in the top-right of SysAid.  They have this option checked under Permissions.  Please advise. 

453
S
Active talker
2 months ago
W
WilfrankNew SysMate
posted in Help Desk
The 'Edit news' option is no longer visible

We have noticed that the Edit news option is no longer available under Customize. We need this option to communicate to our customers.   

181
R
Active talker
3 months ago
A
AlexNeedhamNew SysMate
asked in Help Desk
Sysaid Helpdesk/Emails not showing line breaks from Power Automate email?

Please see example of a Power Automate flow I have created which sends two emails via a manual trigger:It sends one to the email address of our IT department’s helpdesk. One to my own work email   Below you can see that the email recieved on my own work email contains the line breaks as it should. However, the email recieved by the helpdesk disregards all line breaks, and sends it as one block of text. In the last week, the Sysaid HelpDesk has suddenly stopped accepting/reading line breaks contained in emails sent from a power automate flow.We many Microsoft forms that are used to send requests to our Helpdesk, and now they are all coming through as one huge block of text. Tried using bullet points instead of line breaks and still the same issue.Any idea on how to fix this? Surely its something others are having issues with? 

372
gabriel.lupu
SysAider
3 months ago
D
Community Enthusiast
Dan McDonaldCommunity Enthusiast
asked in Help Desk
Administrator usernames displaying incorrectly/not uniform

Hello, We recently migrated to Sysaid Cloud from our on premises server, and now we are seeing some inconsistencies/discrepancies with how user names are displaying in HelpDesk. some users show with just their Windows user name (dmcdonald) - this is correct, and preferred.New users it sets their username as their email address - but we do have the option to edit it.Some older users are displaying as the DOMAIN\Username like they were imported by LDAP - this is incorrect and makes the layout confusing to look at when selecting an admin to assign a ticket to - also - these usernames CANNOT be edited in the helpdesk panel. Is there another way to edit/change an administrator’s username, besides removing them and re-adding them and having to unassign/reassign tickets? 

333
D
Community Enthusiast
3 months ago

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