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.
For instance:
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Ticket Subject becomes the Contract Name.
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Ticket Description translates to Contract Description.
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All Attachments within the ticket are imported.
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Ticket Associations are also brought in.
Refer to the screenshot below.
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Ticket Subject:
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Ticket Description:
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Attachments:
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Ticket Associations:
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.