Workflow setup
How to set up various parts of the workflow
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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 approversIf you want to allow customers/end-users to approve tickets, you can tag the end-user profile with the approval_allow...
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How to automatically add approversApprovers can be added to a ticket automatically when certain conditions are met. For example, a staff member may fi...
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How to add approvers from a custom fieldApprovers can be added to a ticket automatically when approver email addresses are added to a custom field (premium f...
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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 appr...
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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 automatically add the ticket requester's manager as approverYour company process may require management approval for requests from staff. For example, a staff member may request...
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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 ...
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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 approversAn approver can be added to the ticket by clicking "Approvers" from the "Add" menu. Approvers that do not show in the...
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How to automatically create tickets when another has been solved or approvedChild tickets that are created from a template can spawn new tickets when they are either solved or approved. For e...
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Link/Unlink Tickets from their ParentOften tickets, created outside of Myndbend Process Manager, relate to other tickets and should be children of a paren...
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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 make child ticket’s first comment privateFor certain processes you may want to create child tickets with the description as an internal note (private comment)...
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How to create child tickets automatically from templatesAutomated Child Ticket Creation from Templates Certain processes require child tickets to be created automatically by...
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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 delayCertain processes require child tickets to be created after time has elapsed. For example, the new hire process may r...
