Welcome to Ticket Workflows! This new feature allows you to create and save multiple different workflows to create tickets, customers, and more all on a single page.
Here is what it does:
Getting Started with your own Workflows
First, you will want to build your first ticket workflow. You can begin by heading to “Admin” > “Workflows” under the “TICKETS” section.
Here you can edit your currently existing workflows, create a new workflow, or run a specific workflow. You will not have any workflows to begin with, so let's click "+ New Workflow" to create your very first Ticket Workflow:
Once you click the "+ New Workflow" button, you will be taken to a new page where you can begin creating your first Ticket Workflow. We will add a customer and a ticket section to get you started, but you can always configure more or less sections as you see fit.
To begin, I would add a Ticket Workflow name and any sections you would like to have in your Workflow. Any values you enter into the default values will be automatically populated with those values when you run the workflow, so you will not have to manually change settings every time you run the same workflow. You can also move sections up and down, edit each fields' visibiltiy, and much more.
Once you are done configuring your ticket workflow as you see fit, click save to try out the workflow!
Running a Workflow
Now that you have created your Workflow, let's try it out! You can run a Workflow by selecting "Run Workflow" when viewing the Workflow, or on the Ticket Workflows screen. Also, now that you have Ticket Workflow created, your default will be used whenever you try to create a ticket anywhere in Syncro! For example, if you head to "Admin" > "Tickets" and create a new ticket, your default workflow will be loaded up and ready to take for a spin.