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  1. Help Desk Apps for Agent Productivity
  2. Process Manager
  3. Workflow setup

    Workflow setup

    How to set up various parts of the workflow

    • Enable end users to be approvers
      Approvers can be either agents or end-users/customers.  If you'd like your end-users to be approvers, you'll first ne...
    • Solve parent ticket automatically when all of the child tickets are solved
      Throughout the lifecycle of the ticket, Myndbend™ Process Manager adds and maintains various tags on the ticket. Tags...
    • How to display ticket data in the email
      It's good practice to show parts of ticket data in approval email - so your approvers have more info about whatever t...
    • How to automatically allow end-users to be approvers
      It is easy to allow customers and / or end-users to approve tickets in Myndbend™️ Process Manager.  Tag the end-user ...
    • How to automatically add approvers
      In the premium version of Myndbend™ Process Manager, approvers can be added to a ticket automatically (when certain c...
    • How to use email to request approval with Myndbend Process Manager
      Myndbend now has two options for seeking approvals via email: Send a templated email with approval links  CC approve...
    • How to use different templates for approval request emails
      The Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template).  However...
    • Automatically add the ticket requester's manager as approver
      In Myndbend™ Process Manager (premium version), management approval can be automated. For example, a staff member may...
    • How to sequence approvers
      Approvals in one ticket often need a hierarchy or sequence. For example, the Senior VP approver may not want to be as...
    • How users can see all of their approvals
      Approvers may receive multiple requests for approval several times per day. While the approval requests will remain i...
    • How to add views to show approved, pending, and denied approvals
      Myndbend Process Manager automatically adds tags to represent the approval status. The detailed instructions on how t...
    • Frequent Approvers: Shorten your list of available approvers
      In Myndbend™ Process Manager, an approver can be added to a ticket by clicking the "+" icon, next to  Approvers in th...
    • Automatically create tickets when another has been solved or approved
      In Myndbend™️ Process Manager, tickets that are created from a template can spawn new tickets when they are either so...
    • Link / Un-link Tickets from their Parent
      Often tickets created in Zendesk (but outside of Myndbend™ Process Manager) relate to other tickets and therefore sho...
    • How to send ticket attachments in the approval request email
      Sometimes, approvers need to see attachments to get a full picture of the approval request that they received. Luckil...
    • Create child tickets automatically from templates
      In Myndbend™️ Process Manager, certain processes require child tickets to be created automatically by a trigger. For ...
    • How to add macro content during ticket creation
      Zendesk macros give agents a quick and consistent way to apply content to a ticket.  Instead of an agent selecting a ...
    • How to pass attachment urls from parent to child ticket
      Sometimes you will want to pass the parent ticket's attachments to the child tickets when they are created. To have t...
    • How to automatically create child tickets after a delay
      In Myndbend™️ Process Manager, certain processes require child tickets to be created after time has elapsed. For exam...

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