Advanced Workflow

Advanced Workflow

Control a Custom Field content through a configurable workflow

Beyond Labs is a non-profit company based in Western Europe. We try to provide helpful softwares for Zendesk users. Advanced Workflow allows you to control the content of a Custom Field through a workflow:

  • Each Step of the workflow is a potential value of a Custom Field. These Steps can be linked to a Zendesk ticket status;
  • Transitions between Steps are named and used by agents on tickets to update the Custom Filed value;

Give more details to your customers about their tickets

With Advanced Workflow, agents can inform customers about detailed changes on their tickets (like a sub-status). Since it's a Custom Field, it can be used with Triggers, Automation, in Zendesk Guide, ...

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  1. Install Advanced Workflow to your Zendesk Support Instance
  2. Add the "Advanced Workflow Step" Custom Field to your support form (If not present, the Custom Field value can't be saved)
  3. The workflow can be configured via the administration (left navigation bar)
  4. Add your new Steps and Linked them to Zendesk Status. (More than one step can be linked to Status)
  5. Add transitions between these Steps (One Step can go to several others depending on the transition)
  6. In the ticket view, in the application pannel, select the transition and update ticket with Advanced Workflow Step.
  7. In the customer view, add Advanced Workflow Step field then customer can follow the treatment of the ticket.

App Details

  • Author: Beyond Apps Labs
  • Price: Free
  • Support: Email / Website
  • Version:1.0.0
  • This is an app. It will install right into your Zendesk Support account.

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