Create Follow-up

Assigned To*

User or group the Follow-Up is assigned.

Description*

Description for the Follow-Up.

Follow-Up Date*

The Follow-Up date is calculated based on:

• Duration Type (required): Select a value from the drop down

• Duration (required): enter an integer

• Override Date: Date/Time to be used with Follow-up Date calculation

  If Override Date is left blank, the Follow-Up Date is calculated as the current date time plus the duration entered.

  If Override Date is populated, the Follow-Up date is calculated as the Override Date/Time plus the duration entered.

Object Type

A value can be selected from the drop down. Note that Journal Item should be selected when associating the follow-up to a Ticket.

Object ID

Populate based on the Object Type selected:

• Customer: CustID

• Journal Item: Ticket ID (for Ticket)

• Journal Item: Journal ID (for Journal)

• Billing Order: Billing Order ID

• Dispute: Dispute ID

• Equipment: Equipment ID

Status*

Follow-Up Status. A value can be selected from the drop down.

Type*

Follow-Up Type. A value can be selected from the drop down.

Attributes

If there is an attribute definition associated with the Follow-Up type, the attribute properties and values can be entered as a JSON string.

Example (attribute with one property called ‘Address Type’:

{"Address Type":"Residential"}