Advanced workflow setup
How to set up more advanced workflow parts
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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...
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Conditionally resend approval requestsIn cases where the approval from the same approver is needed multiple times (for example in a couple of different ste...
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How to conditionally create child tickets based on form dataThe Myndbend Process Manager app supports complex child ticket workflows in Zendesk. This can be accomplished with a ...
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Make first comment in child ticket privateIn order to make the first comment in child tickets private, we'll need to create a Zendesk target that will be calle...
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Get a list of parent-child tickets in ExploreMyndbend Process Manager adds in specific metadata to each parent and child ticket. We can use that metadata in order...
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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...
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Configuring your firewall for use with Myndbend Process ManagerRecommendations for configuring a firewall for use with Myndbend Process Manager: If your server policy restricts in...
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How to automatically add an user's manager as an approverOften times in HR or IT Change management processes, you need to add the user's manager as an approver to the ticket ...
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How to conditionally add approvers based on form dataThe Myndbend Process Manager app supports complex approval workflows in Zendesk. This can be accomplished with a trig...
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How to continue sequence of approvers if an approver has deniedCurrently, the Myndbend Process Manager will stop the process of approvals if an approver, in sequence, has denied. ...
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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...
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How to require a minimum number of approvalsMyndbend Process Manager, by default, requires all approvers to approve before a ticket can be solved. You have the o...
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How to update the parent ticket with child ticket commentsSometimes you will want the parent ticket to display comments from all of the child tickets to avoid toggling to the ...
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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...
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How to update a parent ticket's custom fieldYou may find the need to update the parent ticket when a custom field on the child ticket is updated. For example, th...
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How to link an incident to problem ticket with a trigger/targetIf you you are creating child tickets with the type incident and want to have the parent ticket also be the problem t...
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Automatically updating child tickets when parent is updatedYou may find the need to update the child ticket when a custom field on the parent ticket is updated. For example, th...
