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™ makes workflow easy and flexible for any business using Zendesk. Our app is design...Read more
Setup
A step-by-step guide on how to set up Myndbend Process Manager
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You can find the app in the Zendesk Apps Marketplace (Settings > Apps > Marketplace). Search for "Process Manager" a...Read more
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When 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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To manage the settings for the Process Manager app: Navigate to your Zendesk agent interface Click on Process Manage...Read more
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Depending on your browser security settings, you might see the following error message when Myndbend Process Manager ...Read more
Features
An overview of all Myndbend Process Manager features
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Does your organization use Slack to improve collaboration? With Myndbend Process Manager, you can now send approval r...Read more
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The Approval Flows functionality allows you to streamline your approval process, from start to finish. As an administ...Read more
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Approval group functionality allows you to create a group of approvers - That way, you can streamline the process of ...Read more
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If 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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Myndbend Process Manager supports custom email notifications that are sent out to Approvers. By default, they are tur...Read more
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In the email notification regarding the approval, your users will have an option to Review Approval Request. This wi...Read more
Workflow setup
How to set up various parts of the workflow
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Approvers 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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Throughout the lifecycle of the ticket, Myndbend™ Process Manager adds and maintains various tags on the ticket. Tags...Read more
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It's good practice to show parts of ticket data in approval email - so your approvers have more info about whatever t...Read more
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It 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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In the premium version of Myndbend™ Process Manager, approvers can be added to a ticket automatically (when certain c...Read more
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Myndbend now has two options for seeking approvals via email: Send a templated email with approval links CC approve...Read more
Advanced workflow setup
How to set up more advanced workflow parts
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The liquid script is a simple scripting language developed by Shopify, that is used throughout Zendesk - You can use ...Read more
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Child tickets can inherit all values from the parent ticket if you enabled this option in the settings: However, you...Read more
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When it’s integrated into Zendesk, Myndbend™ Process Manager can support complex child ticket workflows. This can be ...Read more
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Myndbend Process Manager adds in specific metadata to each parent and child ticket. We can use that metadata in order...Read more
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If 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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Recommendations for configuring a firewall for use with Myndbend Process Manager: If your server policy restricts in...Read more
Slack
Myndbend Process Manager integration for Slack
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If you wish to disable Slack notifications, simply navigate to the Slack page in Myndbend Process Manager admin app, ...Read more
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To start the configuration for Slack addon for Myndbend Process Manager, navigate to the Slack page in Myndbend Proce...Read more
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In order for your approvers to be able to make the right approval decision - They need the right context! Luckily, o...Read more
FAQ – Myndbend Process Manager
Frequently asked questions regarding Myndbend Process Manager
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Myndbend Process Manager is used to proactively create tickets for processes that require coordination amongst variou...Read more
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If you have configured your triggers to create child tickets automatically, you may find that multiple child tickets ...Read more
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Templates and sets of templates that can be used by an agent to create tickets or automatically via triggers Templat...Read more
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Frequently Asked Questions What’s the difference between Myndbend Process Manager Lite and Premium? Why do I still se...Read more
Webhook
This section will explain how to use Myndbend Process Manager webhook in order to do all of the automated actions
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Myndbend™ Process Manager uses webhooks to automate processes in powerful ways. Using webhooks, you can: Add approv...Read more
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Myndbend™ 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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When the action add-approval-group is used in the trigger message, Myndbend™ Process Manager provides the ability to ...Read more
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The Myndbend™ Process Manager action add-approvers-by-email is used to automatically add approvers to tickets, using ...Read more
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The Myndbend™ Process Manager action add-approvers-by-id is used to automatically add approvers to tickets using thei...Read more
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The Myndbend™ Process Manager action add-approvers-by-user-tag is used to automatically add approvers to tickets (whe...Read more
Webhook Transition Guide
This guide will help you convert your workflows to use the new Myndbend Webhook
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Until recently, Myndbend™ Process Manager used Zendesk targets for all of its automated actions. However, targets wil...Read more
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Before switching to webhooks, Myndbend™ Process Manager used multiple triggers for processing actions. These actions ...Read more
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In 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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In 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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In 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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You can use the generator below to whip up the syntax needed for the Myndbend™ Webhook. The syntax should be based on...Read more
Use Cases
What are some of the use cases where the Process Manager shines?
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Zendesk’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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Assessment and approval of certain tickets is an important part of the IT change management process in any organizati...Read more
Release notes
Learn what is new in recent releases
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Myndbend Process Manager 4.23 will be deployed on Monday, June 12th, 2023. New Features Introducing Slack ...Read more
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Myndbend Process Manager 4.22 will be deployed on Monday, May 15th, 2023. Bug fixes Fixed formatting of an e...Read more
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Myndbend Process Manager 4.21 will be deployed on Wednesday, March 23rd, 2023. New Features Revision history...Read more
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Myndbend Process Manager 4.20 will be deployed on Monday, November 14th, 2022. New features, Bug fixes and Improveme...Read more
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Myndbend Process Manager 4.19 will be deployed on Tuesday, October 11th, 2022. New Features Approval Flows ar...Read more
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Myndbend Process Manager 4.18 will be deployed on Wednesday, September 21th, 2022. New Features Option to add...Read more