Advanced workflow setup
How to set up more advanced workflow parts
-
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...
-
How to conditionally create child tickets based on form dataWhen it’s integrated into Zendesk, Myndbend™ Process Manager can support complex child ticket workflows. This can be ...
-
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...
-
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...
-
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...
-
Conditionally add approvers based on form dataThe Myndbend Process Manager app supports complex approval workflows in Zendesk. This can be accomplished with a trig...
-
How to continue sequence of approvers if an approver has deniedIn order to contact approvers in a certain order (sequence) on a Zendesk ticket, you’ll need to create an Approval Gr...
-
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...
-
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...
-
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 ...
-
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...
-
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...
-
How to automatically link an incident to problem ticketIf you are creating child tickets with the type incident and want to have the parent ticket also be the problem ticke...
-
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...
