Menu

Separate requests based on Provider Organization

2021-01-15
2021-01-15
  • Dante Raul Paniagua

    Hello! I have been trying for a while to separate requests based on Provider Organization.

    For Example:

    Organization 1 (Customers)
    Organization 2 (Service Provider 1)
    Organization 3 (Service Provider 2)

    So, i need that the Support Agent (In Organization 2 with Allowed Organization: Organization 1 or Organization 1 or both of them) can only see the tickets that Organization 1 creates for the services that Organization 2 provides, not all tickets.

    In all my tries playing with Supports Agent Roles / Organizations i only be able to see all or none of the requests.

    Since i am running out of options i think that this cant be done and i need to install separate instances for each provider. Im i right?

     
  • Vincent @ Combodo

    Need: Two departments are providing services to their company, but should not be allowed to see the ticket assigned to the other department.

    Solution:

    • Create 3 organizations: Company, HR and IT
    • Create IT and HR Services under IT and HR
    • Create two contracts under Company one with the IT and the other with the HR services
    • Create a Portal where every Company user can manage his requests (The standard Portal is a good start)
    • Create all users under Company
    • For all users which do not have Portal User profile, give them “Allowed organizations”,
      either just Company, for normal users
      Company + IT, for IT users
      Company + HR, for HR users

    • Change iTop Datamodel (This require to write a iTop extension):

    • Change the Filter on Ticket caller_id and invert the dependency with org_id
    • Change the Filter on Org_id to propose all providers of the caller_id organization
    • Rename Ticket Customer (org_id) into Provider.
    • Change the Filter on Service to propose Services owned by the Org_id
    • Change the portal Action rule to set the org_id of a Ticket as the organization of the Service, instead of the organization of the caller.
     
    👎
    2

    Last edit: Vincent @ Combodo 2021-01-15

Log in to post a comment.

Want the latest updates on software, tech news, and AI?
Get latest updates about software, tech news, and AI from SourceForge directly in your inbox once a month.