9.5 Manage ticket notifications
You can manage ticket notifications and define events that can trigger ticket notifications, notification destinations and filters, notification methods, and notification text. In this section, these definitions are referred to as “notifications”. For each user, you can specify which notification will be applied. It is also possible to send only the necessary information to customer users and agents, respectively. This enables you to identify the ticket progress in a timely manner and share it with stakeholders.
To make notification settings for each user, open [Avatar icon]-[Personal preferences], open [Preferences]-[Notification Settings] and then make settings in [Ticket notifications]. For details on notification definitions prepared by default, see “Existing notification settings”.
(1) Create a ticket notification
The procedure for creating a ticket notification is shown as follows.
To configure notifications to be sent to the specified customer user and all agents watching the ticket when an article is added to the ticket, refer to the input example.
(Table) Setting items in [Add Notification]
| Item | Description | Input example | |
|---|---|---|---|
| Add Notification | |||
| Name | Defined name of the notification | "Ticket Article Addition Notification (Customer XXX)" | |
| Comment | Comment on the notification definition | (Blank) | |
| Show in agent preferences | Set whether the agent can change the validity of notifications themselves | "Yes" | |
| Agent preferences tooltip | Description for the agent | "Customer users and all agents watching the ticket will receive a notification whenever a new article is created for a ticket." | |
| Validity | Whether the definition of the notification itself is valid or invalid | "valid" | |
| Events | |||
| Event | Trigger for the ticket notification For details on the supported events, see "(Table) Events that can be specified". |
"ArticleCreate" | |
| Ticket Filter | |||
| Customer ID | Customer ID Specify this when you want to change the content of the notification for each customer. |
"IDxxx" | |
| Article Filter | |||
| Article sender type | The type of the article creator Specify this if you want to filter notifications based on the type of article creator. |
"agent" | |
| Customer visibility | Whether the article is visible to customers Specify this if you want to filter or modify notifications based on whether the article is visible to customers. |
"Visible to customer" | |
| Recipients | |||
| Send to | Where to send the notification You can specify multiple recipients. For details on the supported recipients, see "(Table) List of recipients that can be specified". |
"Customer user of the ticket", "All agents watching the ticket" | |
| Once per day (The recipient is a customer user) |
Setting to determine whether to send only the first notification of the day for the same ticket The same date is calculated based on UTC and applied to each recipient. |
Select or clear the checkboxes. Example: When the checkbox for ticket notification A is cleared and the checkbox for ticket notification B is selected
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| Once per day (The recipient is not a customer user) |
Setting to determine whether to send only the first notification of the day for the same ticket The same date is calculated based on UTC and applied for each notification definition and for each recipient. |
Select or clear the checkboxes. Example: When the checkbox for ticket notification A is cleared and the checkbox for ticket notification B is selected
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| Notification Methods | |||
| Enable this notification - Email | Enables email notifications | Select the checkbox. | |
| Active by default in agent preferences - Email | Enables notification settings by default for each agent | Select the checkbox. | |
| Notification Text | |||
| Subject | Subject of the notification You must enter a subject. You can enter the subject in English (US) or Japanese. |
"An article was added to a ticket: < OTOBO_AGENT_SUBJECT[24]>" | |
| Text | Text of the notification You must enter a subject. You can enter the subject in English (US) or Japanese. |
Refer to the example of ticket notification. | |
<Example of ticket notification>
Dear <OTOBO_NOTIFICATION_RECIPIENT_UserFirstname> ,
<OTOBO_CURRENT_UserFullname> wrote:
<OTOBO_AGENT_BODY[30]>
<OTOBO_CONFIG_HttpType>://<OTOBO_CONFIG_FQDN>/sys_request/ticket/ticket_browser/ticket_detail/<OTOBO_TICKET_TicketID>
-- <OTOBO_CONFIG_NotificationSenderName>
referTo: <OTOBO_CONFIG_HttpType>://<OTOBO_CONFIG_FQDN>/sys_request/ticket/ticket_browser/ticket_detail/<OTOBO_TICKET_TicketID>
severity: Information
- To specify “referTo” of “Notification”, set “referTo: <string>” to the text of the notification text.
- To specify “severity” of “Notification”, set “severity: <string>” to the text of the notification text. You can specify Critical/Warning/Information items.
- ”referTo: <string>” and “severity: <string>” in the text of the notification text will be excluded from the message that will actually be sent.
- Do not set a null string to the value of “referTo” and “severity” of “Notification” to ensure that no part of the message will be lost when the message is actually sent.
- To specify the service portal as the reference destination page, replace the red text.
Example: <OTOBO_CONFIG_HttpType>://portal.<OTOBO_CONFIG_FQDN>/portal-name/xxx/yyyy/
Supported events are listed in the following table.
(Table) Events that can be specified
| Item | Description | Events used in default notifications |
|---|---|---|
| NotificationNewTicket | Event notifying the creation of a new ticket | Yes |
| NotificationFollowUp | Event generated when a customer user adds an article | Yes |
| NotificationLockTimeout | Event generated when the lock on a ticket is removed | Yes |
| NotificationAddNote | Event generated when someone other than a customer user adds an article | Yes |
| NotificationOwnerUpdate | Event generated when the agent assigned to a ticket is changed | Yes |
| NotificationPendingReminder | Event generated when a ticket that has been in status "pending" has passed a certain amount of time | Yes |
| NotificationMove | Event generated when the queue for a ticket is changed | Yes |
| ArticleCreate | Event notified when an article is created | No |
| TicketXXXUpdate (where XXX is the name of the field) | Event generated when there is a change to a field of a ticket | No |
| TicketDynamicFieldUpdate_XXX (where XXX is the name of the field) | Event generated when there is a change to a dynamic field of a ticket | No |
The following recipients can be specified in “Send to”.
(Table) List of recipients that can be specified
| Item | Description |
|---|---|
| Agent who created the ticket | User who created the ticket (other than a customer user) |
| Customer user of the ticket | Customer user who created the ticket |
| Agent who owns the ticket | User specified by the agent assigned to the ticket (owner) |
| All agents watching the ticket | User specified by a watcher (other than a customer user) |
| All customer users watching the ticket | Customer user specified by a watcher |
| All agents subscribed to the ticket’s queue | All users monitoring the queue (other than customer users) |
Note
- Separate notifications need to be defined for customer users and users other than customer users respectively.
- When setting customer IDs for ticket filters, you need to prepare notifications for each customer, as IDs are specified for individual customers.
For details on other settings, see the OTOBO manual.
https://doc.otobo.org/manual/admin/11.0/en/content/administration-area/communication-notifications/ticket-notifications.html
(2) Other operations related to ticket notifications
By using the ticket notification management function, you can export, import, copy, or delete ticket notifications that are already created. The procedure is as follows.
(Table) Other operations related to ticket notifications
| Action button | Description |
|---|---|
| Export Notifications | Exports all notification definitions to a single file. |
| Import Notification configuration | Imports the notification definition file selected in the "Choose File" field. Import is not possible if a notification with the same name already exists. Select the "Overwrite existing notifications?” checkbox or change the name of the definition file to import. |
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Exports the specified notification definition file. |
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Copies the specified notification. "(copy)" will be added to the end of the file name after copying. You cannot copy the same notification consecutively. If you want to make multiple copies, change the filename after each copy. |
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Deletes the specified notification definition. A confirmation dialog box is displayed when attempting to delete a notification definition. Click the [OK] button to perform deletion. |
(3) Existing notification settings
The following are notification settings prepared by default.
(Table) Existing notification settings
| Notification Settings | When the user is notified | User to be notified |
|---|---|---|
| Ticket create notification | When a ticket is created |
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| Ticket email delivery failure notification | When an attempt to send a ticket fails |
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| Ticket follow-up notification (locked)*1 | When a locked ticket is followed up |
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| Ticket follow-up notification (unlocked)*1 | When an unlocked ticket is followed up |
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| Ticket lock timeout notification | When a user other than the agent assigned to the ticket sets the status of the ticket to closed or resolved |
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| Ticket new note notification*1*2 | When a note (article) is added to a ticket |
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| Ticket owner update notification | When the agent assigned to a ticket is changed |
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| Ticket pending reminder notification (locked)*1 | When one day has passed after changing the status of a locked ticket to pending |
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| Ticket pending reminder notification (unlocked)*1 | When one day has passed after changing the status of an unlocked ticket to pending |
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| Ticket queue update notification | When the queue in which the ticket is registered is changed |
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