Approval group functionality allows you to create a group of approvers - That way, you can streamline the process of adding approvers to your tickets.
Admins can start with the creation of the approval groups from the navbar app, by navigating to the approver groups page:
When creating new approver groups, admins are able to search for users that they want to add to the approver group:
Besides that, admins have two distinct options when it comes to these groups:
- Add approvers sequentially to a ticket based on the order above - If an option is selected, approvers will be added one by one to the ticket, when the previous approver approves. If the approver denies, the sequence will be broken.
- Number of approvers required to approve a ticket - Admin can enter a number smaller or equal to the total number of approvers in the group. As soon as that number of approvers approve, we will consider that the group has approved the ticket, and the remaining approvers that have yet to approve will be skipped automatically.
Only one of these two options can be enabled for each group. If neither is enabled, the whole group will be added in at once, and the whole group will be required to approve the ticket.
There are also options to restrict group management to selected groups/roles:
If groups/roles are selected, only those groups will be able to manage the approval group.
At the moment, approval groups can be added to the ticket only through Zendesk triggers. Myndbend team is working on adding an option to add approval groups manually through the sidebar application, and it will be released soon.