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RJ Hines

Incorporación 15 abr 2021

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Última actividad 06 mar 2025

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RJ Hines hizo un comentario,

Comentario de la comunidadZendesk EAP - Approvals

Seconded. We do not allow our End-Users access to our Help Center, so there would be no way for us to use this feature for them at this time without the ability to reply/respond via Email.

Ver comentario · Publicado 06 mar 2025 · RJ Hines

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RJ Hines creó una publicación,

PublicaciónZendesk EAP - Approvals

Good morning,

We just set up with the EAP and one of the first things we noticed is that there is neither a Column nor a Condition for Approver in Views.

For example, 

  • We'd like to create a view for Tickets Pending My Approval that only show tickets where the Agent (Current User) is the Approver listed in the Approval Request, so they know they need to take action.
  • We'd like to add a Column to the Approvals views that identify who the Approver is without having to open the ticket itself.

Editado 06 mar 2025 · RJ Hines

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Comentario de la comunidadZendesk EAP - Approvals

+1. We also need this functionality if we're going to use Zendesk's native approvals app instead of something else like SweetHawk.

Ver comentario · Publicado 06 mar 2025 · RJ Hines

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Comentario de la comunidadZendesk EAP - Approvals

I absolutely second this. We have twenty six different organizations in environment, each with 3 or more approvers. The ability to use a Macro to set up approval requests to the right person would be critical for our adoption of this feature.

Ver comentario · Publicado 06 mar 2025 · RJ Hines

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ComentarioTicket customization

This is extremely useful information, but one thing that is not covered here is Removing fields from a form (not delete, not deactivate, simply removed):

If we remove a ticket field from a form and add a new Required field at the same time, will all existing tickets currently in Solved status be set to re-opened and require the new field, or will the Solved tickets remain as they are, and only require the newly added field if they're re-opened?

We'd rather not have <1,000 tickets send a re-open notification to customers.

Clarification would be most welcome, thank you!

 

Ver comentario · Publicado 21 jun 2022 · RJ Hines

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ComentarioTicket basics

We're making a big push towards having our teams use macros to respond within Zendesk for FAQs and related issues, but it appears this ability to change text/color does not extend to macros.

Will the text/background color editor be available for macros eventually?

Ver comentario · Publicado 07 jun 2022 · RJ Hines

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ComentarioEnd users and organizations

"New tickets will now automatically be assigned to the selected group; however, business rules and agents may override this default group setting."

Which scenario describes how this function runs?

  1. The group mapping logic applies before the existing triggers, and takes effect only if no other Group/routing is specified.
  2. The group mapping logic applies after the existing triggers, if no Group/routing is set before that point?

We have several triggers that assign tickets to groups based on received at address (which is another long-standing issue), and I'd like to be able to update and use this functionality as part of that. However, we have a catch-all trigger, and if the function runs like scenario #2, then this would not work for us and I will not spend any time trying to use this feature.

Thank you for any information on this!

Ver comentario · Publicado 01 jun 2022 · RJ Hines

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Comentario de la comunidad Q&A - Reporting and analytics

Good morning Owen,

Unfortunately, I'm fairly certain (after trying for a long time myself) that Explore only allows for a single 'sort' option at a time on any given query.

I re-created your example above using some data of my own. Sorting by value gives the highest total for the metric and 2nd attribute, but breaks up the 1st attribute:

However, sorting Z-A just reverses the order of the attribute, regardless of the value. The Custom Sort options only offer options between these two, nothing more refined on either end.

I'm fairly certain you may have already tried it, but I was able to create a similar result close to what you are looking for by making the 2nd attribute a Column instead of a Row and using Sort - Value Descending:

Its not as clean as the visual you demonstrated above, but with Zendesk's current limitations it may be the closest you can get. If you have too many variables in the 2nd attribute, you could potentially consider making a new Group from the 2nd attribute and narrowing it down to having 1-2 overall variables.

Ver comentario · Publicado 22 mar 2021 · RJ Hines

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RJ Hines hizo un comentario,

Comentario de la comunidad Q&A - Objects, workspaces, and rules

Good afternoon Madalina,

Adding to what Frits already posted - I was having the same problem until I separated the process into two triggers: One to set the Priority to Urgent, the other to send a notification when a ticket matching the criteria came in. 

Our company separated out all of our triggers into the Set/Assign/Notify categories, and each trigger only performs one type of action. This was extremely helpful, because then we can re-use some triggers. I found https://support.zendesk.com/hc/en-us/articles/115015696088-Reordering-and-sorting-triggers to be a very useful resource for this.

Ver comentario · Publicado 13 feb 2021 · RJ Hines

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Comentario de la comunidad Feedback - Ticketing system (Support)

Also curious about this.

Our agency processes a lot of requests from automated mailing lists. In one of our scenarios - a single submission from a list generates three tickets (to different teams for different tasks).

If we have more than 10 submissions come in within five minutes, we get 30 tickets generated - half of them are sent to suspended, and the other half appear to be outright deleted as spam, despite the address being whitelisted in our Zendesk environment.

It seems like a pretty basic need, I'm surprised there is nothing built into Zendesk for this and we'd have to resort to a third-party app.

Ver comentario · Publicado 24 mar 2020 · RJ Hines

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