HD Ticket
How to use HD Ticket in Helpdesk & Requests: access, working steps, fields, related records and troubleshooting.
Purpose and access
Review customer and supplier requests as tickets, assign the responsible team, and record responses and resolution. Maintain the associated ERP party and document reference so support activity can be traced to the business record.
This page is a record page in Operations & Support → Helpdesk & Requests. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Subject, Status.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open HD Ticket from Operations & Support → Helpdesk & Requests, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Subjectsubject | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Website chat conversationnexcom_chat_conversation | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Chat source websitenexcom_chat_source | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Chat consolenexcom_chat_url | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Raised By (Email)raised_by | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket Status |
Prioritypriority | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket Priority |
Status Categorystatus_category | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Ticket Typeticket_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket Type |
Teamagent_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Team |
Summarysummary | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Templatetemplate | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket Template |
Keykey | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
SLAsla | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Service Level Agreement |
Response Byresponse_by | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Ticket raised outside working hoursraised_outside_working_hours | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
SLA Statusagreement_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Resolution Byresolution_by | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
On Hold Sinceon_hold_since | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Total Hold Timetotal_hold_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
First Response Timefirst_response_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
First Responded Onfirst_responded_on | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Average Response Timeavg_response_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
Last Agent Responselast_agent_response | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Last Customer Responselast_customer_response | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Resolution Detailsresolution_details | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Opening Dateopening_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Opening Timeopening_time | Time Optional · Read-only | Record the time in the format accepted by the field. |
Resolution Dateresolution_date | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Resolution Timeresolution_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
User Resolution Timeuser_resolution_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
Contactcontact | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Customer |
ERP request detailsnexcom_customer_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: NexCom Customer Request |
ERP customernexcom_erp_customer | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Request categorynexcom_request_category | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Supplier requestnexcom_supplier_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: NexCom Supplier Request |
ERP suppliernexcom_erp_supplier | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Private employee requestnexcom_employee_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: NexCom Employee Request |
Email Accountemail_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Via Customer Portalvia_customer_portal | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Ticket Mergedis_merged | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Merged Withmerged_with | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket |
Ticket Split Fromticket_split_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket |
Ratingfeedback_rating | Rating Optional · Read-only | Complete the value according to the field label and the record’s validation rules. |
Feedback (Option)feedback | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: HD Ticket Feedback Option |
Feedback (Extra)feedback_extra | Long Text Optional · Read-only | Complete the value according to the field label and the record’s validation rules. |
First Response Failed Byfirst_response_failed_by | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
Resolution Failed Byresolution_failed_by | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.