| SigmaPro as a Help Desk
The core SigmaPro module can be configured to be used as the customer interface for your Help Desk. An alternative, is to use the Help Desk module. The Help Desk module is quicker to setup and the user interface is designed specifically for Help Desk use. New Feature: Quick Setup Help Desk (v7.0.84)
SigmaPro 7.0.84 contains a new option on the Quick Start screen that you can use to quickly setup SigmaPro as a Help Desk. This function will create a new team, project, task template, sample task and configure module settings for you. Use the steps below to manually setup your help desk and module configurations.
Before you configure the the core SigmaPro module for use as a Help Desk, you should create a project in SigmaPro (you can use the Help Desk project that can be installed for you from the Quick Start screen or create your own) and create a Template Task in the project. A Template Task is used when creating tasks outside of the core SigmaPro module. From an external application calling the SigmaPro Web Service, SigmaLive, SigmaEx and the Help Desk module. The purpose of the Template Task is to define the default values for each field in a Task. Creating a Template Task is the same as creating any task with the additional step of checking the Is Template checkbox as shown below. Next, you will want to configure SigmaPro so that users only see tickets they created and you will want to hide toolbars, fields and tabs from these users. Follow the instructions below to complete these steps. 
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Edit SigmaPro Module Settings: - Open User Interactions from the Edit SigmaPro module menu.
- Set Display Selection to Hide All
- Select your Help Desk project from the Project To Display drop down list.
- Check Limit Project List - This will prevent the user from having access to any other projects that are not set to Hidden.
- Set the Limit Item List to Relevant. This allows people to only see items related to them.
- Set the Support Desk Project to your Help Desk project. This setting sets the mapping between your project and the Help Desk icon in the Menus. You can ignore this step if you have no plans to use the menu system and just want to display the users current Help Desk Tickets.
- If you want to display a menu to people when they first visit your Support page, check the Display SigmaPro Menu option and select the Support Desk Menu option. You will also want to set the menu displayed by DotNetNuke Role. When you use the module, you will want full access to everything so you should select Administrators for the Full Menu and Registered Users for the Support menu.
- Check the option Show Comments and Files Only. This is related to the tabs displayed at the bottom of the Tickets and will hide all other tabs (History, Escalation, Notifications, etc).
- If you have custom fields in your project that people will be filling out, check the Show Custom Fields option.
- Check the Display All Teams as default value. You can override this in the Template Task.
- Check Display None as the default value for Milestones.
- Check the Auto-Detect Requester option
- Check the Improve Performance option
- Check the Allow Users to View Hidden Field Values. People will be able to view the field values but will not be able to change them. Only Team Members will have access to change these values (unless you have set in the Security settings to disable visibility of these fields to Team Members as well).
- Check the information you want displayed in the Master Tasks List to users as the default view.
- Click Update
Set Field Visibility: Super Users and anyone you grant Full Access Permission to will see a checkbox next to each field when viewing a Ticket in SigmaPro. This sets the visibility of the field to non-Team Members. To set the visibility, check the fields you want normal users to have edit access to and Exit or Save the ticket. This change by set by module instance so that you can have another instance of SigmaPro setup allowing different field access. The image to the right is showing you the Visibility Checkboxes for a few of the fields in a ticket. Each field has a checkbox to set the visibility to normal users. That's it. Your all set and ready to allow people to submit Support Tickets using the core SigmaPro module. 
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