Workflow setup
How to set up various parts of the workflow
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It'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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If 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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Approvers can be added to a ticket automatically when certain conditions are met. For example, a staff member may fi...
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Approvers can be added to a ticket automatically when approver email addresses are added to a custom field (premium f...
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Myndbend now has two options for seeking approvals via email: Send a templated email with approval links CC appr...
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The Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template). However...
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Your company process may require management approval for requests from staff. For example, a staff member may request...
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Approvals in one ticket often need a hierarchy or sequence. For example, the Senior VP approver may not want to be ...
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Approvers may receive multiple requests for approval several times per day. While the approval requests will remain i...
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Myndbend Process Manager automatically adds tags to represent the approval status. The detailed instructions on how t...
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An 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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Child tickets that are created from a template can spawn new tickets when they are either solved or approved. For e...
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Often tickets, created outside of Myndbend Process Manager, relate to other tickets and should be children of a paren...
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Sometimes, approvers need to see attachments to get a full picture of the approval request that they received. Luckil...
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For certain processes you may want to create child tickets with the description as an internal note (private comment)...
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Automated Child Ticket Creation from Templates Certain processes require child tickets to be created automatically by...
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Zendesk macros give agents a quick and consistent way to apply content to a ticket. Instead of an agent selecting a ...
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Sometimes 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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Certain processes require child tickets to be created after time has elapsed. For example, the new hire process may r...