Workflow setup
How to set up various parts of the workflow
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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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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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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 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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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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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 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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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 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 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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How to add views to show approved, pending, and denied approvalsMyndbend Process Manager automatically adds tags to represent the approval status. The detailed instructions on how t...
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Frequent Approvers: Shorten your list of available approversIn Myndbend™ Process Manager, an approver can be added to a ticket by clicking the "+" icon, next to Approvers in th...
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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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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 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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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 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 automatically create child tickets after a delayIn Myndbend™️ Process Manager, certain processes require child tickets to be created after time has elapsed. For exam...
