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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New Hire Onboarding Example IT Change Management Example Myndbend Process Manager™ makes workflow easy and fl...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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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
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As an admin, you want to keep track of approvals in your organization so you can quickly identify if there are any bo...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
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 4.22 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
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Myndbend Process Manager 4.17 will be deployed on Monday, September 12th, 2022. New Features New permission s...Read more