In Qontak, you can download Ticket data. You can choose whether to download all Ticket data or only specific data through “Download by layout”. Here are the steps:
A. How to Enable and Disable 'Download by Layout'
Log in to your Qontak account.
Then, select the “Settings” menu.
Click the “Customizations” tab, then select Layout.
Next, click “Download settings”.
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Enable the “Download by layout” feature if you want to download Ticket data using the selected layout. With this feature, you can limit the fields downloaded according to each layout, or disable it to include all fields.
If the “Download by layout” feature is disabled, the downloaded Ticket data will include all fields, including fields hidden by the layout.
The “Download by layout” feature is now successfully enabled
B. How to Download Ticket Data by Layout
Log in to your Qontak account and select the Tickets menu.
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On the All tickets tab, click “Board View” located on the right side of the Tickets page.
You can also download tickets data in ‘List view’ mode.
Then, select the tickets you want to download.
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Then click “Actions” and select “Download selected”.
The following shows what appears when you perform Download selected from the tickets page in ‘List view’ mode.
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A pop-up will then appear as follows. In this pop-up, you can specify the settings and data to include in the download file. In this case, the file format is set by default to XLSX. Next, click the dropdown Layout to determine the ticket data view to download.
The order of the downloaded data columns will follow the order of the columns configured on the Ticket Layout page. Learn more about Ticket Layout here.
Next, determine the fields you want to download by selecting the desired field types. The following shows each category of fields you can select:
a. Tickets info
b. Default fields
c. Custom fields
d. Associations
Then click “Download”.
If the following notification appears, it means that the data download is being processed. You can also monitor the download process by clicking “Track progress”.
You will then be directed to the Upload/Download page in the Settings menu. The successfully processed file will be sent to your email address.
This concludes the explanation of how to download Ticket data.