{"id":15427,"date":"2018-07-17T06:53:09","date_gmt":"2018-07-17T06:53:09","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=15427"},"modified":"2019-08-16T14:25:39","modified_gmt":"2019-08-16T14:25:39","slug":"4-18-how-to-recall-and-clone-customers-last-ticket","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/4-18-how-to-recall-and-clone-customers-last-ticket\/","title":{"rendered":"4.18. How to Recall and Clone Customer’s Last Ticket?"},"content":{"rendered":"

In this document, it will be explained how you can store, recall, and clone a previous Ticket. It works from the Ticket Explorer, or in the case of a Customer Entity, it will allow for cloning of that Customer\u2019s last Ticket.<\/p>\n

 <\/p>\n

How It Works;<\/strong><\/span><\/p>\n

Displaying & Cloning a Ticket That Has Customer Entity:<\/span><\/strong><\/h2>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Cloning a Ticket That Has No Customer Entity:<\/strong><\/span><\/h2>\n

\"\"<\/p>\n

 <\/p>\n

NOTE:<\/strong> If you selected Primary Field<\/strong> of Customers Entity Type as Phone<\/strong> then you should apply below changes;<\/p>\n

Main Menu > Manage > Entities > Entity Types > Customers<\/strong><\/p>\n

\"\"<\/p>\n

 <\/p>\n

\"\"<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

<\/h2>\n

 <\/p>\n

1.Adding Automation Commands<\/strong><\/span><\/p>\n

1.1.\u00a0Display Last Settled Ticket<\/strong><\/p>\n

Go to Main Menu > Manage > Automations > Automation Commands ><\/strong> in here click on Add Automation Command<\/strong> link.<\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> LT Display Last Ticket<\/p>\n

Category:<\/strong> Blank<\/p>\n

Button Header:<\/strong>\u00a0Display Last\\rSettled Ticket<\/p>\n

Color:<\/strong> #FFC0504D<\/p>\n

Confirmation:<\/strong> None<\/p>\n

Clear Selection:<\/strong> Click on this box.<\/p>\n

 <\/p>\n

Navigation Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

 <\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image;<\/p>\n

\"\"<\/p>\n

Visible States:<\/strong> Status=New<\/p>\n

Visibility:<\/strong> Ticket<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

1.2. Clone Ticket<\/strong><\/p>\n

Go to Main Menu > Manage > Automations > Automation Commands ><\/strong> in here click on Add Automation Command<\/strong> link.<\/p>\n

General Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

Name:<\/strong> LT Clone Ticket<\/p>\n

Category:<\/strong> Blank<\/p>\n

Button Header:<\/strong>\u00a0Clone\\r Ticket<\/p>\n

Color:<\/strong> #FFC0504D<\/p>\n

Confirmation:<\/strong> None<\/p>\n

Clear Selection:<\/strong> Click on this box.<\/p>\n

 <\/p>\n

Navigation Settings Section;<\/strong><\/p>\n

\"\"<\/p>\n

 <\/p>\n

Mappings Section;<\/strong><\/p>\n

Add a row by clicking on Add<\/strong> button and configure settings as shown in the image;<\/p>\n

\"\"<\/p>\n

Enabled States:<\/strong> IsClosed<\/p>\n

Visible States:<\/strong> Status=Paid<\/p>\n

Visibility:<\/strong> Ticket<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2. Adding Actions<\/strong><\/span><\/p>\n

2.1.\u00a0Create Ticket Clone Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:<\/strong>\u00a0LT Create Ticket Clone<\/p>\n

Action Type:<\/strong> Create Ticket<\/p>\n

Parameters:<\/strong><\/p>\n

Clone Current Ticket:<\/strong> True<\/p>\n

Clone All Orders:<\/strong> True<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.2.\u00a0Display Ticket Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> LT Display Ticket<\/p>\n

Action Type:<\/strong> Display Ticket<\/p>\n

Parameters:<\/strong><\/p>\n

Ticket Id:<\/strong> [:ticketId]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.3.\u00a0Load Entity By Search Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> LT Load Entity by Search<\/p>\n

Action Type:<\/strong> Load Entity<\/p>\n

Parameters:<\/strong><\/p>\n

Entity Type Name:<\/strong> [:entityTypeName]<\/p>\n

Entity Name:<\/strong> [:entityName]<\/p>\n

Entity Search Value:<\/strong> [:searchValue]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.4. Show Message Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> LT Show Message<\/p>\n

Action Type:<\/strong> Show Message<\/p>\n

Parameters:<\/strong><\/p>\n

Message: <\/strong>[:MessageToDisplay]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.5.\u00a0Update Entity State CLastTicketId Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:<\/strong> LT Update Entity State CLastTicketId<\/p>\n

Action Type:<\/strong> Update Entity State<\/p>\n

Parameters:<\/strong><\/p>\n

Entity Type Name:<\/strong> Customers<\/p>\n

Entity Name:<\/strong>\u00a0[:customerName]<\/p>\n

Entity State Name:<\/strong>\u00a0CLastTicketId<\/p>\n

Entity State:\u00a0<\/strong>[:ticketId]<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2.6. Store CLastTicketId in Memory Action<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Actions ><\/strong> in here click on Add Action<\/strong> link.<\/p>\n

\"\"<\/p>\n

Action Name:\u00a0<\/strong>LT Store CLastTicketId in Memory<\/p>\n

Action Type:<\/strong> Update Program Setting<\/p>\n

Parameters:<\/strong><\/p>\n

Setting Name:<\/strong>\u00a0[:customerName]_CLastTicketId<\/p>\n

Setting Value:<\/strong>\u00a0[:ticketId]<\/p>\n

Update Type:<\/strong> Update<\/p>\n

Is Local:<\/strong> True<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3. Adding Rules<\/strong><\/span><\/p>\n

3.1.\u00a0Display Last Customer Ticket Rule<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> in here click on Add Rule<\/strong>\u00a0link.<\/p>\n

\"\"<\/p>\n

Rule Name:\u00a0<\/strong>LT Display Last Customer Ticket<\/p>\n

Event Name:<\/strong> Automation Command Executed<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:<\/strong><\/p>\n

Automation Command Name | Equals |\u00a0LT Display Last Ticket<\/p>\n

 <\/p>\n

Select Actions:<\/strong><\/p>\n

Action 1: LT Show Message<\/strong><\/p>\n

Constraint:\u00a0<\/strong>'{SETTING:{ENTITY NAME:Customers}_CLastTicketId}' == ''<\/code><\/p>\n

Message To Display:\u00a0<\/strong>Cannot find Previous Ticket for\\r{ENTITY NAME:Customers}\\r{ENTITY NAME:Tables}<\/p>\n

 <\/p>\n

Action 2: LT Display Ticket<\/strong><\/p>\n

Constraint:\u00a0<\/strong>'{SETTING:{ENTITY NAME:Customers}_CLastTicketId}' != ''<\/code><\/p>\n

ticketId:<\/strong>\u00a0[=TN('{SETTING:{ENTITY NAME:Customers}_CLastTicketId}')]<\/code><\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.2.\u00a0Clone Ticket Rule<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> in here click on Add Rule<\/strong>\u00a0link.<\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong> LT Clone Ticket<\/p>\n

Event Name:<\/strong> Automation Command Executed<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:\u00a0<\/strong><\/p>\n

Automation Command Name | Equals |\u00a0LT Clone Ticket<\/p>\n

 <\/p>\n

Select Actions:<\/strong><\/p>\n

LT Create Ticket Clone<\/strong><\/p>\n

Constraint:<\/strong> Blank<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.3.\u00a0Entity Selected – Load CLastTicketId from Entity State and Store in Memory Rule<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> in here click on Add Rule<\/strong>\u00a0link.<\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong> LT Entity Selected – Load CLastTicketId from Entity State and Store in Memory<\/p>\n

Event Name:<\/strong> Entity Selected<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraint:\u00a0<\/strong><\/p>\n

Entity Type Name | Equals | Customers<\/p>\n

 <\/p>\n

Select Actions:<\/strong><\/p>\n

Action 1: LT Load Entity by Search<\/strong><\/p>\n

entityTypeName:<\/strong> Customers<\/p>\n

entityName:<\/strong> [:EntityName]<\/p>\n

 <\/p>\n

Action 2: LT Store CLastTicketId in Memory<\/strong><\/p>\n

customerName:<\/strong> [:EntityName]<\/p>\n

ticketId:\u00a0<\/strong>{ENTITY STATE:CLastTicketId}<\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

3.4.\u00a0Ticket Closing – Store Entity State CLastTicketId Rule<\/strong><\/p>\n

Go to Main Menu > Manage > Automation > Rules ><\/strong> in here click on Add Rule<\/strong>\u00a0link.<\/p>\n

\"\"<\/p>\n

Rule Name:<\/strong>\u00a0LT Ticket Closing – Store Entity State CLastTicketId<\/p>\n

Event Name:<\/strong> Ticket Closing<\/p>\n

Execute Rule If:<\/strong> Matches<\/p>\n

Add Custom Constraints:<\/strong><\/p>\n

{TICKET STATE:Status} | Equals | Paid |<\/p>\n

[=TN('{TICKET TOTAL}')]<\/code> | Greater | 0 |<\/p>\n

{ENTITY NAME:Customers} |\u00a0Is Not Null |\u00a0 \u00a0 |<\/p>\n

 <\/p>\n

Select Actions:<\/strong><\/p>\n

Action: LT Update Entity State CLastTicketId<\/strong><\/p>\n

customerName:<\/strong>\u00a0{ENTITY NAME:Customers}<\/p>\n

ticketId:<\/strong>\u00a0[=TN('{TICKET ID}')]<\/code><\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

In this document, it will be explained how you can store, recall, and clone a previous Ticket. It works from the Ticket Explorer, or in the case of a Customer Entity, it will allow for cloning of that Customer\u2019s last Ticket.   How It Works; Displaying & Cloning a Ticket That Has Customer Entity:   […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-15427","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15427","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=15427"}],"version-history":[{"count":15,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15427\/revisions"}],"predecessor-version":[{"id":18630,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/15427\/revisions\/18630"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=15427"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=15427"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=15427"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}