Automatic travel authorization



  • Brett - Community Manager
    Zendesk Community Team

    Hi Ameet,

    You can certainly add a checkbox for your "Need onsite support. I Authorize travel" field. However to get this field to print offer information to the customer would most likely require some custom code on your end. I would recommend taking a look at the following resources for customizing your Help Center:

    The other option would be to include "Need onsite support. I Authorize travel" as a link on your form and have that direct to a PDF the customer can download and print.

    Hope this helps!

  • Andrew J
    Community Moderator

    Hello Ameet, if you are thinking of this happening part way through the ticket, their is no native solution for this, and also since much of the comments are done via email the client would not be on Zendesk to see the option.
    How about building a button into your general email signature? If there was other content this could perhaps not be too conspicuous. Then they would have that option every time?
    Alternatively this could be added to the email header or footer.
    The link could take them to a page that make the request/authorization and let's your team know... You could even pass the ticket number to the form from a dynamic link.
    If you have Zendesk ticket forms, you may be able to use this. Or you could potentially create a form the submits to the API.


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