If you want to allow customers/end-users to approve tickets, you can tag the end-user profile with the approval_allowed tag (or your preferred tag setup in the Myndbend Settings). If you need to automatically tag the ticket requester's profile, you need to setup one trigger and one target. If you choose to update user tags one-time rather than on-going, you can bulk import/update users via CSV.
Please keep in mind, your agents will have the ability to add these end-users as approvers which could lead to inadvertent additions.
Target
The target will call the Zendesk API that adds the tag to the requester's profile. This Target will be called by a trigger, which will be explained in the next section below.
To create the target go to Admin / Settings / Extensions click on "add target", choose HTTP Target, and fill the form with the following information:
URL Target: https://{subdomain}.zendesk.com/api/v2/users/{{ticket.requester.id}}/tags.json
Method: PUT
Content type: JSON
Basic Authentication: Yes
Username: Use the email of one of the admin's accounts, followed by "/token" - For example admin@myndbend.com/token
Password: API token (Click here to learn how to generate it)
Trigger
The example trigger below will be fired on every new ticket creation from Web Form or Email channel and will add the "approval_allowed" tag to the requester user.
Go to Admin / Business Rules / Triggers click on "Add trigger" and fill the form with the following information:
Conditions:
- Ticket is Created
Any:
- Channel is Web Form (tag end-user tickets only)
- Channel is Email
Action: Notify target (select target from above)
Body:
{ "tags": ["approval_allowed"] }
Overview: