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User acceptance in freshservice when asset is allocated.
Best answer by martin.j 24 August 2022, 12:56
Hi @vishalnc. Welcome to the Freshworks Refresh Community.
Could you please explain your question in more detail so that the rest of the community and our product specialists can help you better?
What i am looking for is once the asset is allocated to the user a notification should trigger where he\she will option to provide acceptance on the allocated asset to them.
Thanks Vishal! Tagging a few of our product and community specialists here to see if they’ve got anything to add @zachary.king @keefe.andrews @sanofar.allahpichai @viswanatha.mehta
I think this is something that can be achieved using asset workflows. Attaching few screenshots of a sample workflow that I created.
As per this set-up, if the user replies to the asset acknowledgement email, it will create a new ticket in the system. Agent can then manually associate the asset to the ticket and mark the ticket as closed.
If we do the above action and if the enduser does not reply possible to get a report of those users who have not acknowledged.
Also is there any other way we can automate this process, please let me know.
Unfortunately no, Vishal. We won’t be able to identify the list of users who did not acknowledge using the above suggestion. Only when the user replies, the acknowledgement is tracked as a ticket in the system.
Was able to get the approval request and also get the update on whose requests are pending.Thanks for the support.
Great work @ramsundar.radhakrishnan. That was a great solution. Something that maybe we all could use and build off of. Thank you!
I guess another option would be to direct users to request assets/hardware via specific Service Requests. Then when the item is Fulfilled (by the agent, which auto links the SR to the asset), send an approval/email to the user, and update the Status to ‘Pending Approval’. Then you can track what SRs are still pending approval or not
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