Zest Co
Zest Co
  • Видео 17
  • Просмотров 1 702
Freshservice Hack: Automatically Resolving Tickets When Tasks Are Complete
Managing onboarding tickets in Freshservice? 🚨 Here's how to automate ticket resolution when all tasks are complete!
Freshservice doesn’t natively support looping through tasks to check their statuses, but in this video, I’ll show you a clever workaround using workflows. Whether you have 4 tasks or 40, this method will simplify your process and save time.
🎯 What’s Inside:
How to trigger onboarding tasks for tickets automatically.
Fetching and validating task statuses with workflows.
Converting task arrays into strings for easy checking.
Resolving tickets automatically when tasks are marked complete.
💡 Don’t let Freshservice’s limitations hold you back-learn how to make it work smarter, not harde...
Просмотров: 31

Видео

Freshservice Hack: Automate Date Validations Like a Pro! 🚀
Просмотров 1514 дней назад
Struggling with date validation in Freshservice forms? In this video, I'll show you how to overcome the limitations of Freshservice's form submission rules by using workflows! Learn how to validate date ranges (e.g., ensuring loan periods are under one year) and send automated responses to users when their submissions exceed the allowable timeframe. 🚀 What You'll Learn: Setting up date fields f...
How to Schedule Change Freeze Windows in Freshservice | Step-by-Step Tutorial
Просмотров 28Месяц назад
Learn how to schedule and manage Change Freeze Windows in Freshservice with this step-by-step tutorial. Ensure operational stability during critical periods by blocking unnecessary changes effectively. In this video, we’ll cover: What are Change Freeze Windows? Why they’re essential for ITSM stability. Step-by-step instructions to schedule them in Freshservice. Best practices for managing freez...
Freshservice: How to Add Private Note Details in Freshservice with Agent Name Using API Calls
Просмотров 12Месяц назад
In this tutorial, I walk through the steps for automatically including the agent’s name in a private note within Freshservice. Using API calls, I demonstrate how to capture the ID of the agent who posted the private note, retrieve their name, and insert it into a formatted message. This solution provides a clear workflow update that captures more relevant context for internal communication, mak...
How to Add a BCC to Freshservice Reply Notifications Easily
Просмотров 9Месяц назад
Description: In this video, I walk you through a straightforward example of adding a BCC email address to a Freshservice reply notification using a webhook and API call. You’ll see a step-by-step setup with an example where I trigger a BCC notification when the ticket priority is set to "High." This solution includes key pointers on configuring the payload correctly, encoding credentials, and h...
Freshservice Hack: Quick Time Format Validation Using Business Rules
Просмотров 11Месяц назад
In this video, I demonstrate a quick workaround for validating time format in Freshservice fields using business rules. While Freshservice doesn’t offer native time format validation, you can use this method to ensure users input time in the “hh ” format. I walk through the setup of a text field with instructional formatting and discuss the limitations, like verifying only the presence of a col...
Freshservice: Extracting Email from Message Body and updating requestor
Просмотров 392 месяца назад
In this tutorial, learn how to automate ticket updates in Freshservice by extracting the customer’s email from the body of a forwarded message. This is particularly useful for managing tickets forwarded from platforms like Shopify, where the original sender isn't the actual customer. You'll see how to use API calls, Liquid filters, and custom workflows to streamline ticket assignment and reques...
Advanced Approvals Seamlessly Bypass Duplicate Approval Reviews
Просмотров 385 месяцев назад
Welcome to our latest video on Freshservice Workflow Automation! In this video, we address a common question from our community about managing approval workflows within Freshservice. If you've ever wondered how to set up and optimize your approval processes, this video is for you. What You Will Learn: Detailed explanation of Freshservice workflows. Step-by-step guide on setting up approval work...
How to Set Ticket Priority Based on Category in Freshservice ❗ Step-by-Step Guide
Просмотров 655 месяцев назад
Description: In this comprehensive tutorial, we walk you through the process of setting ticket priority based on the category selected by an agent in Freshservice. This video covers the creation of custom objects, setting up workflows, and ensuring that ticket priorities are automatically adjusted according to predefined categories and their associated impacts. Key Points Covered: 0:01 Introduc...
Advantaged Ticket Merging in Freshservivce 🎫 Step By Step Guide
Просмотров 335 месяцев назад
In today's tutorial, we'll walk you through enhancing the ticket merging behaviour in Freshservice. By default, merging tickets in Freshservice adds a private note, which doesn't adequately inform the requester. We'll show you how to set up a workflow that automatically adds a public note with a friendly message and a link to the new primary ticket. Key Points Covered: 0:11 Introduction: Overvi...
Setting Up VIP SLA in Freshservice 🌟 | Step-by-Step Guide
Просмотров 1045 месяцев назад
In this video, we dive into how to set up a VIP-specific SLA in Freshservice, ensuring your most important users receive the fastest support possible. Follow along as we demonstrate the process from start to finish, including some clever workarounds to overcome common limitations. Key Points Covered: 0:01 Introduction: Overview of setting up a VIP-specific SLA and the initial challenges. 0:19 U...
How to decrease stock in Freshservice ⏬ Step-By-Step Guide
Просмотров 845 месяцев назад
This video explores how to effectively manage consumable assets like keyboards and mice within Freshservice. This step-by-step guide will walk you through the process of setting up consumables in the asset register, creating service catalogue items, and handling requests and fulfilment. Key Points Covered: Introduction to Asset Management: Explanation of a common query regarding managing consum...
How to add watchers in Freshservice 👀 Step-By-Step Guide
Просмотров 175 месяцев назад
Welcome to our Freshservice tutorial! In this video, we’ll show you how to add watchers to your Freshservice tickets. Adding watchers is a great way to keep team members informed about important updates and changes without overwhelming their inboxes. 🔹 What You’ll Learn: What are watchers in Freshservice? Step-by-step process to add watchers to tickets Step-by-step process to remove watchers to...
Freshservice Employee Onboarding Demonstration
Просмотров 886Год назад
Checkout a working example of the Freshservice onboarding workflow. Watch us onboard Tony Stark, into Zest and automate email generation and preferences.
Benefits of Freshservice for business teams
Просмотров 33Год назад
Unlock the full potential of your business teams with Freshservice! 🚀 In this video, we dive deep into the transformative features of Freshservice designed specifically for business teams. From dedicated workspaces to enhanced collaboration, discover how Freshservice is revolutionizing the way departments like HR, Marketing, and Sales operate and collaborate.
How to Change the Agent Portal branding in Freshservice
Просмотров 65Год назад
How to Change the Agent Portal branding in Freshservice
Automating application access with Freshservice
Просмотров 236Год назад
Automating application access with Freshservice

Комментарии

  • @jgonsalk
    @jgonsalk 15 дней назад

    Why is the narrative audio panned to the left ear only? It's quite unpleasant on headphones.

  • @Zest-AFreshPerspective
    @Zest-AFreshPerspective 29 дней назад

    Thinking of trying Freshservice? - Check out a 14-day free trial - www.freshworks.com/freshservice/signup/partners-external--signup/

  • @jenneebrick2568
    @jenneebrick2568 Год назад

    Promo>SM ❤️