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?
-
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
-
You can find the app in the Zendesk Apps Marketplace (Settings > Apps > Marketplace). Search for "Process Manager" a...Read more
-
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
-
To manage the settings for the Process Manager app: Navigate to your Zendesk agent interface Click on Process Manage...Read more
-
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
-
If you need to request approval from someone in (our out of) your organization, whether it is regarding a New Hire, C...Read more
-
Myndbend Process Manager supports custom email notifications that are sent out to Approvers. By default, they are tur...Read more
-
In the email notification regarding the approval, your users will have an option to Review Approval Request. This wi...Read more
-
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
-
A lot of tickets have parts that are related to the original but should still be kept as separate tickets. For exampl...Read more
-
Ticket templates let you define all of the data that goes into a ticket, which is especially useful for tickets that ...Read more
Workflow setup
How to set up various parts of the workflow
-
It's good practice to show parts of ticket data in approval email - so your approvers have more info about whatever t...Read more
-
If you want to allow customers/end-users to approve tickets, you can tag the end-user profile with the approval_allow...Read more
-
Approvers can be added to a ticket automatically when certain conditions are met. For example, a staff member may fi...Read more
-
Approvers can be added to a ticket automatically when approver email addresses are added to a custom field (premium f...Read more
-
Myndbend now has two options for seeking approvals via email: Send a templated email with approval links CC appr...Read more
-
The Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template). However...Read more
Advanced workflow setup
How to set up more advanced workflow parts
-
Child tickets can inherit all values from the parent ticket if you enabled this option in the settings: However, you...Read more
-
In cases where the approval from the same approver is needed multiple times (for example in a couple of different ste...Read more
-
The Myndbend Process Manager app supports complex child ticket workflows in Zendesk. This can be accomplished with a ...Read more
-
In order to make the first comment in child tickets private, we'll need to create a Zendesk target that will be calle...Read more
-
Myndbend Process Manager adds in specific metadata to each parent and child ticket. We can use that metadata in order...Read more
-
If your organization has enabled end-user approvals in Process Manager, you may want to provide a useful overview pag...Read more
FAQ – Myndbend Process Manager
Frequently asked questions regarding Myndbend Process Manager
-
If you have configured your triggers to create child tickets automatically, you may find that multiple child tickets ...Read more
-
In certain cases, you might need to update username and password on one of the targets that MPM created. Start by na...Read more
-
Frequently Asked Questions What’s the difference between Myndbend Process Manager Lite and Premium? Why do I still se...Read more
Use Cases
What are some of the use cases where the Process Manager shines?
-
Zendesk’s ticket management system is flexible enough to be quite useful when taking care of the many tasks associate...Read more
-
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
-
Myndbend Process Manager 4.7 will be deployed on Nov 28th, 2020 New Features Approval groups (premium, beta) - Use t...Read more
-
Myndbend Process Manager 4.6 was deployed on Aug 6th, 2020 - Aug 8th, 2020 New Features Calendar feed (beta premium ...Read more
-
Myndbend Process Manager 4.5 is scheduled to be deployed on May 30th, 2020 New Features We are providing a way for o...Read more
-
Myndbend Process Manager 4.4 was deployed on April 12th, 2020 Improvements/Fixes Improve data validation and error...Read more
-
Myndbend Process Manager 4.3 has been deployed on January 5th, 2020 New Features My Approvals (Premium feature) - A...Read more
-
Myndbend Process Manager 4.2.3 was deployed on October 27th, 2019 Fixes Zendesk introduced changes to their Search A...Read more