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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

    • 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
      If you want to allow customers/end-users to approve tickets, you can tag the end-user profile with the approval_allow...
    • How to automatically add approvers
      Approvers can be added to a ticket automatically when certain conditions are met.  For example, a staff member may fi...
    • How to add approvers from a custom field
      Approvers can be added to a ticket automatically when approver email addresses are added to a custom field (premium f...
    • 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 appr...
    • How to use different templates for approval request emails
      The Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template).  However...
    • How to automatically add the ticket requester's manager as approver
      Your company process may require management approval for requests from staff. For example, a staff member may request...
    • 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 ...
    • 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
      An approver can be added to the ticket by clicking "Approvers" from the "Add" menu. Approvers that do not show in the...
    • How to automatically create tickets when another has been solved or approved
      Child tickets that are created from a template can spawn new tickets when they are either solved or approved.   For e...
    • Link/Unlink Tickets from their Parent
      Often tickets, created outside of Myndbend Process Manager, relate to other tickets and should be children of a paren...
    • 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...
    • How to make child ticket’s first comment private
      For certain processes you may want to create child tickets with the description as an internal note (private comment)...
    • How to create child tickets automatically from templates
      Automated Child Ticket Creation from Templates Certain processes require child tickets to be created automatically by...
    • 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
      Certain processes require child tickets to be created after time has elapsed. For example, the new hire process may r...

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