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Manager Approval process using imported manager email

Answered


Posted Aug 02, 2022

Hi,

Is there a way to send a request to an end users manager for approval within Zendesk ?

We have mapped each user so that it also imports the user manager from AD in form of an email address.

Is it possible to map that to a field within a form and then use a macro / automation to email the request to ask for approval 

Thanks


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3 comments

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Brett Bowser

Zendesk Community Manager

Hey Foad,
 
I would recommend taking a look at our App Marketplace to see if there's a 3rd party integration available that can accomplish what you're looking for. I was able to track down the following app I think could help: https://www.zendesk.com/marketplace/apps/support/27225/myndbend-process-manager/
 
Cheers!

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Heather Rommel

Zendesk LuminaryThe Product Manager Whisperer - 2021Community Moderator

Foad Izagaren,

I think there's a way to do this if the field (manager email) is saved to the Organization, but I'm not sure how to do it via user fields.... Here's a link to how some of us have tried auto-ccing people (which is what I would use to ask for an approval) but you can also likely use it to assign the ticket to that person, assuming they have a full agent account.... https://support.zendesk.com/hc/en-us/articles/4408845663770--Can-I-use-triggers-to-automatically-CC-end-users-

The other idea, as Brett Bowser mentioned, there are apps you might want to try. 

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Lou

The Product Manager Whisperer - 2022Community Moderator

Where does that email address live? Is it a user field? If so, you may be able to do something with a trigger. Here are the references for user fields:

User data

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