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Helpdesk Management Template

helpdesk_mgmt_template folder_open OCA/helpdesk open_in_new
Uncategorised License: AGPL-3

The module adds the following features:

  • Pre-configure ticket description template based on it's category

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you set a ready-made description template on each helpdesk ticket category, so new tickets automatically start with the right text. It also limits the categories a ticket can use to those allowed by its helpdesk team.

This module adds a description template to helpdesk ticket categories. On a category form you get a new rich-text field where you write the standard text that should appear on tickets of that category.

When a user picks a category on a helpdesk ticket, the ticket description is filled automatically with that category's template. If the category has no template, the description stays as it is, or is left empty.

  • The category list can be edited directly in the list view.
  • On a helpdesk team form you can choose which categories the team is allowed to use.
  • On a ticket, the category field only offers the categories allowed for the selected team.
  • When a ticket is duplicated, the copy starts with an empty description instead of copying the original text.

It touches the helpdesk ticket, ticket category and ticket team screens. No new menus are added; the changes appear inside the existing Helpdesk configuration and ticket forms.

Depends on

Models and fields (2)
  • helpdesk.ticket · extends an existing modeldescription, helpdesk_ticket_category_ids
  • helpdesk.ticket.category · extends an existing modeltemplate_description

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 3 confirmed, 6 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

To Configure Ticket's Description Template - Go to Helpdesk -\> Configuration -\> Categories. - Create a new Category or select an existing Category. - Set the Template field with pre-defined the ticket's description that will be triggered based on the category selected.

To configure available Categories for Teams - Go to Helpdesk -\> Configuration -\> Categories. - Create a new Team or select an existing Team. - Select categories which are available for the Team.

Go to Helpdesk module:

  • Select a Team
  • Open a Ticket
  • Create a new Ticket
  • Select Category
  • Add a description or modify category description template (if configured)

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.