Search for and view tickets
You can search, filter, and view all your onboarding and connection tickets from the Onboarding collaboration hub page.
Select a company
To select the company whose tickets youāre viewing:
- From the company drop-down, select the company you want to view the tickets for.
- (Optional) If you selected a parent company, select the Include sub-companies checkbox to also view the tickets for its sub-companies.
Searching for a ticket
To search for a ticket, in the Partner matrix grid, enter the name of the EDI partner in the Search company field.
Note
The search term must contain one or more complete words within the partnerās name.
Filter the list of tickets
You can filter the list of tickets by company, status, phase, or due date.
Tip
Select the Partner or Last updated column headers to sort the list in ascending or descending order.
Filter by status, phase, or project
From the Partner matrix grid on the Onboarding collaboration hub page:
- Select one of the following drop-down lists:
- Select status
- Select phase
- Select project
- Select the item you want to filter the list by.
Filter by due date
From the Partner matrix grid on the Onboarding collaboration hub page, do one of the following:
- To filter by the start due date, select the Select due date start field and then select a date.
- To filter by the end due date, select the Select due date end field and then select a date.
View a ticket
To view a ticket, from the Partner matrix grid on the Onboarding collaboration hub page, do one of the following:
- To display an overview of the ticket, select the row of the ticket, then do one of the following:
- Select Close to close the overview.
- Select Show all details to view the ticket.
- Select on the row of the ticket you want to view.
Updated 11 months ago