Track and manage problem and incident tickets in Zendesk Support by setting up a view or a trigger. This guide will help you create a view for problem tickets and notify your staff through a trigger. Follow these steps to streamline your ticket management process and ensure efficient handling of related incidents.
The workflow includes the steps below.
Step 1: Create a view
To create a view for problem tickets
- Add a view.
- Under Tickets must meet all of these conditions to appear in the view, add the conditions below:
- Ticket > Status category | Less than | Solved
-
Ticket > Type | Is | Problem
- Select Save.
Step 2: Create a trigger
Create a trigger to notify your agents of problem tickets they should act on to enhance monitoring and response.
To create a trigger to notify your staff of problem tickets
- Create a trigger
- Under Meet ALL of the following conditions, add the conditions below
- Object > Ticket > Status category | Less than | Solved
- Object > Ticket > Type | Is | Problem
-
Object > Ticket > Tags | Contains none of the following |
problem_notify
- Under Actions, add the conditions below
-
Other > Notify by > Group email |
Support
Replace "Support" with the name of the agent group that should be notified about the problem tickets
-
Email subject |
You have a new problem ticket
-
Email body |
A new problem ticket {{ticket.id}} {{ticket.description}} was created.
Be advised and link any related tickets as incidents. -
Object > Ticket > Add tags |
problem_notify
-
Other > Notify by > Group email |
- Select Create
Note: In accounts with custom ticket statuses deactivated, use the Status condition instead of Status category for the view and trigger setup above.