How to Convert a Ticket Into a Contract in Gridlex Zip?
Published | Sept. 5, 2023, 2:27 p.m.
Welcome to our guide! In Gridlex Zip, it’s easy to transform user-submitted tickets into contracts. This ensures a fluid transition of important information from the ticket directly into your new contract. Let’s dive into the step-by-step process.
Step 1: Log in to the Gridlex App Suite and click ‘Tickets’ under the Zip section.
Step 2: From the list of available tickets, select the specific ticket you wish to transform into a contract.
Step 3: Look for the ‘Convert to Contract’ option located at the top right corner and click it.
Note: The 'Convert to Contract' link will only be visible if the ticket template is configured to display it.
Step 4: Upon initiating the conversion, various fields within the contract form will be automatically populated based on details from the ticket.
Ticket Subject becomes the Contract Name.
Ticket Description translates to Contract Description.
All Attachments within the ticket are imported.
Ticket Associations are also brought in.
Refer to the screenshot below.
Note: Data from the ticket is directly transferred into the contract's sections when the section names in both templates (ticket and contract) match and the fields are the same.
Step 5: As you continue scrolling down, you'll come across the Section Fields. These fields, mapped to your chosen contract template, are pre-filled for your convenience.
Note: For a deeper understanding of field functionalities, please consult the guide: How to Create Contracts in Gridlex Zip?
Congratulations! You have now learned how to convert a ticket into a contract.