Create child tickets and get approvals from your agents or end-users.
Overview
What is Process Manager and what are the base functionalities of this app?
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Myndbend Process Manager™ OverviewMyndbend Process Manager™ makes workflow easy and flexible for any business using Zendesk. Our app is design...Read more
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HR Onboarding in Zendesk with Myndbend Process ManagerZendesk’s ticket management system is flexible enough to be quite useful when taking care of the many tasks associate...Read more
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Webhook OverviewMyndbend™ Process Manager uses webhooks to automate processes in powerful ways. Using webhooks, you can: Add approv...Read more
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Best Practices for IT Change Management Approvals Processes in Help Desk WorkflowsAssessment and approval of certain tickets is an important part of the IT change management process in any organizati...Read more
Features
An overview of all Myndbend Process Manager features
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Add and Manage ApproversIf you need to request approval from someone in (or out of) your organization, Myndbend™ Process Manager can do it au...Read more
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Approval GroupsApproval group functionality allows you to create a group of approvers - That way, you can streamline the process of ...Read more
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Approval Flows (EAP)The Approval Flows functionality allows you to streamline your approval process, from start to finish. As an administ...Read more
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Conditional Approval GroupsIn a lot of cases, approvers need to be added to the ticket based on specific conditions. To name some of them: If a...Read more
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Approval Emails & RemindersMyndbend Process Manager supports custom email notifications that are sent out to Approvers. By default, they are tur...Read more
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Review Approval RequestIn the email notification regarding the approval, your users will have an option to Review Approval Request. This wi...Read more
Setup
A step-by-step guide on how to set up Myndbend Process Manager
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Installation GuideYou can find the app in the Zendesk Apps Marketplace (Settings > Apps > Marketplace). Search for "Myndbend", select ...Read more
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Set up MPM PremiumWhen you begin the new trial of our Process Manager, there are 3 steps you'll need to do: Review the settings - You...Read more
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How to Manage Settings for Process ManagerTo manage the settings for the Process Manager app: Navigate to your Zendesk agent interface Click on Process Manage...Read more
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Tags created and managed by Process ManagerMyndbend™ Process Manager adds tags at various points in the lifecycle of the ticket. Using these tags, you can use t...Read more
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Processing Action and Trigger explanationMyndbend™ Process Manager processes a lot of data in the background, to make sure that we keep every part of your wor...Read more
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How to connect Slack and MPMTo start the configuration for Slack addon for Myndbend Process Manager, navigate to the Slack page in Myndbend Proce...Read more
How To Guides
How to set up various parts of the workflow
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Guide: Using liquid in ZendeskThe liquid script is a simple scripting language developed by Shopify, that is used throughout Zendesk - You can use ...Read more
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How to automatically allow end-users to be approversIt is easy to allow customers and / or end-users to approve tickets in Myndbend™️ Process Manager. Tag the end-user ...Read more
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Enable end users to be approversApprovers can be either agents or end-users/customers. If you'd like your end-users to be approvers, you'll first ne...Read more
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How to automatically add approversIn the premium version of Myndbend™ Process Manager, approvers can be added to a ticket automatically (when certain c...Read more
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Conditionally add approvers based on form dataThe Myndbend Process Manager app supports complex approval workflows in Zendesk. This can be accomplished with a trig...Read more
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Automatically add the ticket requester's manager as approverIn Myndbend™ Process Manager (premium version), management approval can be automated. For example, a staff member may...Read more
Myndbend Actions
This section will explain how to use Myndbend Process Manager webhook in order to do all of the automated actions
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Action: add-approval-groupWhen the action add-approval-group is used in the trigger message, Myndbend™ Process Manager provides the ability ...Read more
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Action: add-approvers-by-emailThe Myndbend™ Process Manager action add-approvers-by-email is used to automatically add approvers to tickets, using ...Read more
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Action: add-approvers-by-idThe Myndbend™ Process Manager action add-approvers-by-id is used to automatically add approvers to tickets using thei...Read more
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Action: add-approvers-by-user-tagThe Myndbend™ Process Manager action add-approvers-by-user-tag is used to automatically add approvers to tickets (whe...Read more
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Action: add-approvers-by-zendesk-group-idThe Myndbend™ Process Manager action add-approvers-by-zendesk-group-id is used to automatically add all users from a ...Read more
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Action: add-manager-as-approverThe Myndbend™ Process Manager action add-manager-as-approver can be used to automatically add a manager as an approve...Read more
Advanced Guides
How to set up more advanced workflow parts
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Frequent Approvers: Shorten your list of available approversIn Myndbend™ Process Manager, an approver can be added to a ticket by clicking the "+" icon, next to Approvers in th...Read more
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List approvers in a custom field for views/reportingIf you'd like to collect names of all approvers into a custom field for reporting, you can have a comma-separated lis...Read more
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How to add views to show approved, pending, and denied approvalsMyndbend Process Manager automatically adds tags to represent the approval status. The detailed instructions on how t...Read more
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Enable end-users to see their pending and past approvals in Zendesk GuideIf your organization has enabled end-user approvals in Process Manager, you may want to provide a useful overview pag...Read more
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How to overwrite a child ticket custom fieldIf you cascade custom fields (automatically copy custom fields to children tickets) enabled in Myndbend's App Setting...Read more
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Ticket Templates - Advanced Properties - Set values to custom fields!Child tickets can inherit all values from the parent ticket if you enabled this option in the settings: However, you...Read more
FAQ – Myndbend Process Manager
Frequently asked questions regarding Myndbend Process Manager
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Myndbend Process Manager FAQFrequently Asked Questions How do I use Myndbend Process Manager as an agent? What are the ways an approver can appro...Read more
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What is the difference between Myndbend child tickets and Zendesk Problem/Incident ticketsMyndbend Process Manager is used to proactively create tickets for processes that require coordination amongst variou...Read more
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Pricing Announcement - Free plan ending April 1, 2024Myndbend recently introduced new pricing plans with additional features to power your workflows. To enable our team t...Read more
Release notes
Learn what is new in recent releases
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Release Notes: Myndbend Process Manager 4.42 (January 9th, 2024)Myndbend Process Manager 4.42 will be deployed on Thursday, January 9th. New features: New action for MPM We...Read more
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Release Notes: Myndbend Process Manager 4.41 (December 9th, 2024)Myndbend Process Manager 4.41 will be deployed on Monday, December 9th. New features & Improvements: Fixes for...Read more
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Release Notes: Myndbend Process Manager 4.40 (November 25th, 2024)Myndbend Process Manager 4.40 will be deployed on Monday, November 25th. New features & Improvements: Improved...Read more
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Release Notes: Myndbend Process Manager 4.49 (October 31st, 2024)Myndbend Process Manager 4.39 will be deployed on Thursday, October 31st. New features: Option to add individu...Read more
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Release Notes: Myndbend Process Manager 4.38 (September 23th)Myndbend Process Manager 4.38 will be deployed on Monday, September 23th. Improvements: Improved analytics and...Read more
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Release Notes: Myndbend Process Manager 4.37 (September 16th)Myndbend Process Manager 4.37 will be deployed on Monday, September 16th. Improvements: Improved search for...Read more
Webhook Transition Guide
This guide will help you convert your workflows to use the new Myndbend Webhook
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Step 1: Delete old "processing" triggersBefore switching to webhooks, Myndbend™ Process Manager used multiple triggers for processing actions. These actions ...Read more
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Step 2: Install webhook and processing triggerIn the previous step, all of the old processing triggers in MPM were deleted. Next, a new trigger will need to be set...Read more
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Step 3: Update automationsIn this step, we will update the automations that are using the action Notify target > MPM Target to use our webhook....Read more
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Step 4: Update triggers and delete the targetsIn this last step, we will convert all of Zendesk-deprecated targets to webhooks in Myndbend™ Process Manager. We wil...Read more
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Webhook Syntax generatorYou can use the generator below to whip up the syntax needed for the Myndbend™ Webhook. The syntax should be based on...Read more