Hi
As part of our service desk workflow, we have a Waiting on Customer step (right before the ticket is resolved). When the email is received by the customer, there is no ability for them to approve/decline it either via the email or portal?
Does anyone use this step in their workflow and if so, how does it work for you?
Thanks in advance
Hi @NA,
New this year, there is this feature which allows the requester (customer) to resolve the issue.
Another way to make it more specific to the workflow would be to set up an automation rule. You can read more from this question:
Hope this helps!
Hi Patrick
Thank you for your response... I appreciate it.
I have created transitions at the Waiting on Customer step in our workflow..
#1 - when at "waiting on customer", the customer can close the ticket in the portal if they are happy with the solution - this seems to work ok... the ticket is completed!
#2 - when at "waiting on customer", the customer cannot "decline" the solution in the portal. the only way to let the tech know if via comment.
Is there a way to have an option to "decline" the solution in the portal, so that it goes back to the tech to continue to work on?
Please let me know if I'm not making any sense :)
Regards
Marija
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Hi @NA,
If this answered your question, please accept the answer so that other users know there is a solution.
If it didn't answer it, let me know what else!
Have a great day.
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I managed answer my own question.. the article Patrick provided regarding transitions was helpful, I just needed to process how the entire workflow/transition worked a bit more in my head... thank you
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Glad it helped @NA!
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