Workflow setup
How to set up various parts of the workflow
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Approvers 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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Throughout the lifecycle of the ticket, Myndbend™ Process Manager adds and maintains various tags on the ticket. Tags...
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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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It is easy to allow customers and / or end-users to approve tickets in Myndbend™️ Process Manager. Tag the end-user ...
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In the premium version of Myndbend™ Process Manager, approvers can be added to a ticket automatically (when certain c...
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Myndbend now has two options for seeking approvals via email: Send a templated email with approval links CC approve...
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The Myndbend Process Manager currently has one Email Template (Myndbend administration app, Email Template). However...
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In Myndbend™ Process Manager (premium version), management approval can be automated. For example, a staff member may...
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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 as...
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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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In Myndbend™ Process Manager, an approver can be added to a ticket by clicking the "+" icon, next to Approvers in th...
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In Myndbend™️ Process Manager, tickets that are created from a template can spawn new tickets when they are either so...
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Often tickets created in Zendesk (but outside of Myndbend™ Process Manager) relate to other tickets and therefore sho...
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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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In Myndbend™️ Process Manager, certain processes require child tickets to be created automatically by a trigger. For ...
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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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In Myndbend™️ Process Manager, certain processes require child tickets to be created after time has elapsed. For exam...