Hi,
I am not sure if its doable, but will give max kudos who could help. I am planning to build ticket system where sales rep could input details on his own dashboard and anaplan admin could see on his own panel those questions and respond to them with brief solution/explanation and changing case status (not reviewed, in progress, closed). I want to be able to link this case questions to specific reps so that it can be easily identified on admin dashboard whom this questions came from.
I created numbered list and published it to both rep and admin dashboards. At least now admin can see what rep typed in.
Questions remaining open:
1. How to make input fields lockable so that rep won't change his case once its status changes to Closed? I am leaning towards Workflow feature. But not sure if I need to use also modules.
2. How to link each case to specific employee (by id or name)? Maybe its doable via creating module?
3. If possible, want to send email automatic email to rep once case status changes to Closed?