Skip to Content
Menu
This question has been flagged
2 Replies
2250 Views

Example:

As a customer support, there are times that certain action requires approval from higher level manager / management.


I have tried Approval modules, but it seems that it is not integrated with Helpdesk workflow.


Any advise on the workaround to solve this? :)

Avatar
Discard
Best Answer

You could alternately also define an approval process utilizing the "Kanban State" field. It is the colored dot (Grey, Green, Red) on a ticket (top right) and is also visible on the kanban and list views.

The description of these color/ state can also be customized from helpdesk > Configuration > Stages

Tickets needing approval can be marked as Green and the approver can approve by moving ticket to next stage. Once stage is changed, the color/ state automatically changes to grey (normal/ in-progress).

Unapproved tickets can be marked as "Red/ Blocked' by the approver and left in the same stage for further action.

Tickets can be filtered by Kanban State, and an approver can save 'filter Kanban State is Green' as Favorite so they can view their actionable tickets.

Avatar
Discard
Best Answer

Create an Activity Type called "Higher Level Approval" and train Helpdesk Users to schedule the approval when needed.


Activate Developer Mode and visit Settings --> Technical --> Discuss --> Activity Types:


Helpdesk User:

Ticket will then show:



Manager will then see:


Avatar
Discard
Related Posts Replies Views Activity
0
Oct 24
103
1
Sep 24
211
1
Aug 24
285
1
Jul 24
273
0
Mar 24
193