How To Guides
How to set up various parts of the workflow
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Guide: Using liquid in ZendeskThe liquid script is a simple scripting language developed by Shopify, that is used throughout Zendesk - You can use ...
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How to automatically allow end-users to be approversIt is easy to allow customers and / or end-users to approve tickets in Myndbend™️ Process Manager. Tag the end-user ...
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Enable end users to be approversApprovers can be either agents or end-users/customers. If you'd like your end-users to be approvers, you'll first ne...
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How to automatically add approversIn the premium version of Myndbend™ Process Manager, approvers can be added to a ticket automatically (when certain c...
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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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Automatically add the ticket requester's manager as approverIn Myndbend™ Process Manager (premium version), management approval can be automated. For example, a staff member may...
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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 sequence approversApprovals in one ticket often need a hierarchy or sequence. For example, the Senior VP approver may not want to be as...
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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...
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How to display ticket data in the emailIt's good practice to show parts of ticket data in approval email - so your approvers have more info about whatever t...
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How to use different templates for approval request emailsThe Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template). However...
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How to send ticket attachments in the approval request emailSometimes, approvers need to see attachments to get a full picture of the approval request that they received. Luckil...
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How to use email to request approval with Myndbend Process ManagerMyndbend now has two options for seeking approvals via email: Send a templated email with approval links CC approve...
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How users can see all of their approvalsApprovers may receive multiple requests for approval several times per day. While the approval requests will remain i...
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Customize approval message and available actions for SlackIn order for your approvers to be able to make the right approval decision - They need the right context! Luckily, o...
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Create child tickets automatically from templatesIn Myndbend™️ Process Manager, certain processes require child tickets to be created automatically by a trigger. For ...
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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 ...
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Automatically create tickets when another has been solved or approvedIn Myndbend™️ Process Manager, tickets that are created from a template can spawn new tickets when they are either so...
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How to add macro content during ticket creationZendesk macros give agents a quick and consistent way to apply content to a ticket. Instead of an agent selecting a ...
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How to pass attachment urls from parent to child ticketSometimes you will want to pass the parent ticket's attachments to the child tickets when they are created. To have t...
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How to prevent child tickets from being created in loopIf you have configured your triggers to create child tickets automatically, you may find that multiple child tickets ...
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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 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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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...
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Solve parent ticket automatically when all of the child tickets are solvedThroughout the lifecycle of the ticket, Myndbend™ Process Manager adds and maintains various tags on the ticket. Tags...
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Link / Un-link Tickets from their ParentOften tickets created in Zendesk (but outside of Myndbend™ Process Manager) relate to other tickets and therefore sho...
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How to automatically create child tickets after a delayIn Myndbend™️ Process Manager, certain processes require child tickets to be created after time has elapsed. For exam...