Simple Ticket Search
Introduction
This workflow adds a simplified point-and-click ticket search popup without using search queries.
Installation
This workflow is built into Cerb 11.0+. It will automatically update.
You can enable it from Search » Workflows » (+) » Simple Ticket Search.
Usage
In the Search menu in the top right of every page, click Search Tickets.
The popup displays matching ticket records along with the generated search query at the top.
Click the Edit Filters button in the bottom right to change the search filters.
Click the Update button to return to the search results.
Reference
You can build your own Simple Search workflow using this template as a reference.
Change occurrences of cerb.search.simple to your own workflow identifier. Use a prefix based on a domain you own (e.g. com.example.workflow).
workflow:
name: cerb.search.simple
version@date: 2024-10-16T00:00:00Z
description: Simplified point-and-click ticket search popup without using search queries
website: https://cerb.ai/workflows/cerb.search.simple/
requirements:
cerb_version: >=11.0 <11.1
cerb_plugins: cerberusweb.core,
records:
automation/interactionSearchTickets:
fields:
name: cerb.search.simple.interaction
extension_id: cerb.trigger.interaction.worker
description: Simplified point-and-click ticket search popup without using search queries
script@raw:
start:
set:
filter_status@csv: o
filter_created: -1 week to now
while:
if@bool: yes
do:
set:
search_query@text,trim:
{% if filter_subject %}
subject:"{{filter_subject}}"
{% endif %}
{% if filter_mask %}
mask:{{filter_mask|split(' ')|first}}
{% endif %}
{% if filter_content %}
text:"{{filter_content}}"
{% endif %}
{% if filter_status %}
status:[{{filter_status|join(',')}}]
{% endif %}
{% if filter_created is not empty %}
created:"{{filter_created}}"
{% endif %}
{% if filter_groups is not empty %}
group:(name:[{{filter_groups|map((group_name) => '"' ~ group_name ~ '"')|join(',')}}])
{% endif %}
{% if filter_participants is not empty %}
participant:(email:[{{filter_participants|join(',')}}])
{% endif %}
sort:-updated
await/search:
form:
title: Search: Tickets
elements:
say:
content@text:
#### {{search_query|split_crlf|join(' ')}}
sheet:
data:
automation:
uri: cerb:automation:cerb.data.records
inputs:
record_type: ticket
query_required@key: search_query
limit: 15
schema:
layout:
filtering@bool: no
headings@bool: no
paging@bool: yes
style: table
title_column: _label
columns:
selection/id:
params:
mode: multiple
card/_label:
params:
icon:
record_uri@raw: cerb:group:{{group_id}}
text/status:
card/initial_message_sender__label:
params:
underline@bool: no
card/group__label:
params:
underline@bool: no
card/bucket__label:
params:
underline@bool: no
date/updated:
toolbar:
submit/prompt_action:
buttons:
continue/refresh:
label: Refresh
icon: refresh
value: update
continue/editFilters:
label: Edit Filters
icon: cogwheel
value: edit-filters
style: secondary
decision/action:
outcome/editFilters:
if@bool: {{prompt_action == 'edit-filters'}}
then:
await:
form:
title: Add Filter
elements:
text/filter_mask:
label: Mask:
default@key: filter_mask
text/filter_subject:
label: Subject:
default@key: filter_subject
text/filter_content:
label: Content:
default@key: filter_content
sheet/filter_status:
label: Status:
default@key: filter_status
limit: 5
data:
open:
key: o
label: open
waiting:
key: w
label: waiting
closed:
key: c
label: closed
deleted:
key: d
label: deleted
schema:
layout:
style: grid
filtering@bool: no
headings@bool: no
paging@bool: no
columns:
selection/key:
params:
mode: multiple
text/label:
text/filter_created:
type: freeform
label: Created between:
sheet/filter_groups:
label: Group:
default@key: filter_groups
limit: 30
data:
automation:
uri: cerb:automation:cerb.data.records
inputs:
record_type: group
query@text:
sort:name
schema:
layout:
style: grid
filtering@bool: yes
headings@bool: no
paging@bool: yes
columns:
selection/name:
params:
mode: multiple
text/_label:
params:
icon:
record_uri@raw: cerb:group:{{id}}
bold@bool: yes
sheet/filter_participants:
label: Participants:
default@key: filter_participants
limit: 5
data:
automation:
uri: cerb:automation:cerb.data.records
inputs:
record_type: address
query@text:
isBanned:n isDefunct:n sort:-nonspam
schema:
layout:
style: table
filtering@bool: yes
headings@bool: no
paging@bool: yes
columns:
selection/email:
params:
mode: multiple
text/_label:
params:
icon:
record_uri@raw: cerb:address:{{id}}
bold@bool: yes
submit:
buttons:
continue/update:
label: Update
icon: circle-ok
policy_kata@text:
toolbar_section/toolbarSearch:
fields:
name: Ticket Search
toolbar_name: global.search
priority@int: 25
is_disabled: 0
toolbar_kata@raw:
interaction/searchTickets:
label: Search Tickets
uri: cerb:automation:cerb.search.simple.interaction
icon: search