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description: 'Installation & Configuration of the AppointmentToTicket Plugin'

AppointmentToTicket

Compatibility OTOBO ≥ 11.0.x, Znuny ≥ 7.0.x

Overview

The AppointmentToTicket plugin allows you to automatically create tickets from calendar entries. You can:

  • Define the ticket creation time relative to the appointment (e.g., 2 hours before).
  • Configure default values for Service, Priority, SLA, and Status.
  • Support recurring appointments.

This saves you manual work steps and ensures that important follow-up tasks are never forgotten.

Installation

  1. Via Package Manager Log in to the OTOBO admin area and navigate to Administration → Package Manager. Search for "AppointmentToTicket" and click Install.

  2. Manual Installation

  • Unpack the downloaded add-on archive into Kernel/Config/Files/.
  • In the admin area under Administration → Update, select Reload file system.

Configuration (SysConfig)

All settings can be found in Admin → Administration → SysConfig → Frontend → Agent → View → AgentAppointmentEdit:

KeyDescription
ServiceMandatoryMake Service selection mandatory
DynamicFieldList of visible dynamic fields
StateDefaultDefault for the ticket state after creation
SLAMandatoryMake SLA selection mandatory
PrioritySet default priority

Other important keys:

  • Loader::Module::AgentAppointmentCalendarOverview###009-AppointmentTicket: Activates the menu item in the calendar overview.
  • Ticket::Frontend::AgentAppointmentEdit###StateType: Defines possible subsequent states for newly created tickets.
  • DynamicFieldScreens###AppointmentTickets: Controls in which views dynamic fields appear.

Limitations

  • Dynamic fields of type Database are currently not supported.
  • For recurring appointments, ticket creation occurs for each individual appointment.

Support & Further Information