Welcome To The Foreman Knowledge Base

Quick Guide: Tickets

This guide walks you through the updated Tickets UI, showing you how to navigate the interface, apply filters, manage tickets, and export data with ease. It's a quick reference for everything from bulk edits to creating new tickets—helping you stay efficient, organized, and in control.

 

Note: Any actions you take in either Classic View or the new UI will appear in both. You're just selecting your preferred interface — the actions themselves stay the same.

 

Navigation

From the left hand menu, select Tickets. Screenshot 2025-05-20 at 3.12.30 PM.png

 

Filters

Click the Filters button to open the menu and view your filtering options. You can apply one or more filters at a time, and the table will automatically update based on your selections. To remove all filters and view all tickets again, click Remove All.

These filtering options have been enhanced and redesigned for greater flexibility and control—giving you more ways to find exactly what you need, faster.


filter.gif

  • ID - filters by "contains" allowing quick access to a specific ticket's ID.
  • Name - filters by "contains" allowing quick access to a specific ticket's name.
  • Client - filters by "contains" allowing quick access to a specific Client.
  • Status - filters by "is any of" where you can select one or many statuses.
  • Diagnoses - filters by "is any of" where you can select one or many diagnoses .
  • Priority - filters by "is any of" where you can select one or many priorities.
  • Owners - filters by "is any of" where you can select one or many owners.
  • Last Miner State Update - filters by "is any of" where you can select one or many status updates.
  • Devices - filters by "contains" allowing quick access to a specific device.
  • Inventory - filters by "contains" allowing quick access to specific inventory.
  • Last Updated - filters by a choice of:
    • is after – shows all tickets updated after the selected date.
    • is on or after – shows all tickets updated on the selected date or any time after.
    • is before – shows all tickets updated before the selected date.
    • is on or before – shows all tickets updated on the selected date or any time before.
    • is between – shows all tickets updated between two selected dates, inclusive of both dates.
      Screenshot 2025-05-20 at 3.42.31 PM.png
  • Created - filters by a choice of:
    • is after – shows all tickets created after the selected date.
    • is on or after – shows all tickets created on the selected date or any time after.

    • is before – shows all tickets created before the selected date.

    • is on or before – shows all tickets created on the selected date or any time before.

    • is between – shows all tickets created between two selected dates, inclusive of both dates.
      Screenshot 2025-05-20 at 3.44.30 PM.png

  • Age - filters by a choice of:
    • is after – shows all tickets with an age greater than the age calculated from the selected date.
    • is on or after – shows all tickets with an age equal to or greater than the age calculated from the selected date.
    • is before – shows all tickets with an age less than the age calculated from the selected date.
    • is on or before – shows all tickets with an age equal to or less than the age calculated from the selected date..
  • Custom Field(s) - depending on your custom fields, you may also filter by those 

 

Export

Click Export to begin automatically downloading the Tickets table. The exported file will include only the tickets currently displayed, based on your selected filters and settings.

Screenshot 2025-05-20 at 3.54.21 PM.png

 

Quick Filters

The Tickets table displays all tickets assigned to your client. In the top left corner, you'll find the new quick filters: Open Tickets and My Tickets.

quick filtersss.gif

  • Open Tickets
    Clicking this box will toggle the filter on and you will then see all open tickets, filtering out closed. Clicking the button a second time takes off the filter, showing all tickets again.
  • My Tickets
    Clicking this box will filter the page down to tickets that are assigned to you (Owner column). Clicking the button a second time takes off the filter, showing all tickets again.

Bulk Edit

The new Tickets table features a checkbox next to each ticket. Clicking the checkbox in the header will select all tickets in the list. After selecting one or more tickets, click Edit (#) to open the bulk edit menu.

Click into the dropdown and select one edit ticket action from one of the following: Status, Diagnoses, Priority, Owners, Ticket Custom Fields, and Delete Tickets.

bulk edit.gif

 

      • Status - bulk edit ticket status to Pending, In Progress, Ready to Review, On Hold, RMA, or Closed, then click Save to save changes.
        Screenshot 2025-05-20 at 4.05.39 PM.png

      • Diagnoses - bulk edit tickets diagnoses to select one or many types from the dropdown, then click Save to save changes.diagnosis.gif

      • Priority - change status to one of the following options from the dropdown: Highest, High, Normal, Low, or Lowest, then click Save to save changes.Screenshot 2025-05-20 at 4.07.38 PM.png

      • Owners - bulk update owners to select one or many owners from the dropdown, then click Save to save changes.Screenshot 2025-05-20 at 4.10.18 PM.png

      • Ticket Custom Fields - select from your custom fields for your tickets by clicking into the dropdown, choose one or many fields, add data, then click Save to save changes.

      • Delete Tickets - confirm by clicking Save to delete all selected tickets with this action.Screenshot 2025-05-20 at 4.10.35 PM.png

 

View History

Clicking this button from the upper right hand corner of the table opens the complete ticket history, sorted from the most recent actions to the oldest. You can filter, browse through pages, and click Export to automatically download the history.

historyyyyyy.gif

 

 

Add Ticket

To create a ticket, click Add Ticket in the top right corner of the Tickets table. This action will open a modal where you can begin creating your ticket.Screenshot 2025-05-20 at 4.13.49 PM.png

On this Add Ticket modal, you'll fill out the following information:

  • Ticket Template (optional, single select from dropdown)
    • Depending if you have template(s) setup, choosing one will automatically add those prefilled sections, saving you time.
    • More information on how to create a custom template can be found in this article.
  • Name (required)
  • Owner (optional, single or multi-select from dropdown options)
  • Description (optional)
  • Devices (optional, single or multi-select from dropdown options)
  • Bulk Create Tickets (optional) 
    • Enable this toggle will disable inventory assignment and then create tickets for each device selected, copying all the information for each. Leaving this toggle in the off state will create a single ticket with multiple devices assigned to the one ticket. 
  • Inventory (optional, single or multi-select from dropdown options)
  • Priority (required, single select)
    • Set to one of the following: Highest, High, Normal, Low, or Lowest.
  • Status (required, single select)
    • Set to one of the following: Pending, In Progress, Ready to Review, On Hold, RMA, or Closed.
  • Diagnosis (optional, single or multi-select from dropdown options)
    • May set to one or multiple of the following: No Diagnosis, Bad Fan, Bad Hash Board, Bad Power Supply, Part Replacement, + any custom choices.
    • More information on how to add custom diagnosis can be found in this article.
  • Update Miner State
    • Toggle this filter on to update the state, leaving the toggle in the off position will not make any changes to the miner's state.
      • No Change - for when modifying the current state of the miner is not necessary (default choice).
      • Deployed - for when a miner should be enabled, deployed and currently mining.
      • In-Repair - for when a miner is not in great shape and should be disabled.
      • In-Storage - for when a miner is not ready to be retired but still needs to be put into storage, not shown on the dashboard unless filtered for.
      • Retired - for when a miner should be completely offline and disabled (you can imagine these as "deleted" miners, hidden on the dashboard) but you can use the global filter to access these miners.
  • Custom Ticket Field(s)
    • Depending on your configuration, you may see additional fields at the bottom of this ticket form, these fields will always be optional.
    • More information on how to create a custom field can be found in this article.

Then click Save to create your ticket. Once your ticket is saved, it will appear in the Tickets table. 

 

Manage Tickets

Each ticket in the table has an ellipses button opening a menu of options.

Screenshot 2025-05-20 at 4.16.38 PM.png

 

  • View - opens the ticket details modal giving you a better view at the details to the ticket.
    viewie.gif

  • Add Comment - opens the modal where you can type in a new comment then click Save to keep your comemnt. These comments can be seen in the View modal in the bottom section.Screenshot 2025-05-20 at 4.18.46 PM.png

  • Change Status - opens the modal to change any or all of these fields: Owner, Status, Diagnosis, and Update Miner State, click Save to keep your updates.
    • By default the Update Miner State toggle will be off, switch to enable to make changes to the state.
      Screenshot 2025-05-20 at 4.19.15 PM.png

  • Print - opens a new tab with a PDF version of the details, from this page you can click to Print.

  • History - opens the ticket history for this specific ticket, the option to filter and export exist here too.
    Screenshot 2025-05-20 at 4.20.38 PM.png

  • Edit - opens the edit modal where you can modify every field of the ticket except the ticket ID that is automatically generated, click Save to keep your edits.
    Screenshot 2025-05-20 at 4.21.03 PM.png

  • Delete - opens the confirmation modal, clicking Delete will confirm your choice.Screenshot 2025-05-20 at 4.21.23 PM.png
      

 

 

Still have questions?

Reach out to the customer success team for further assistance, we're happy to help. 

 

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