Is there a way to notify agents when a private note has been added to a ticket using Workflow Automator? It would be really handy if this could be done.
Yes, if you enable “Note added to Ticket” then that will notify the Agent of a private note.
Hi.
When a Private Note is being added, you can specify the agents to notify to:

This will use the corresponding Email Notification Template, which must be enabled:

Regards,
Ah, I’ve seen that but i’ve found that is regarding commenting on the ticket, not Public or Private Notes.
Hi.
Would you mind elaborating on “commenting”?
When information is appended on the ticket, that is considered a Public Note.
Regards,


Hi.
Would you mind elaborating on “commenting”?
When information is appended on the ticket, that is considered a Public Note.
Regards,
Sure, commenting to me is when the requester replies to the ticket.


Why wouldn’t you use “Note added is of type” - “Any”?
To me that would pick up if the note is either public or private

But then i cannot pick up from the Placeholders what the note actually said as there isn’t a placeholder for it.

No matter what i try i cannot get the private note to show in an email and to me this is pretty pointless.
Even when i try to use @agent_name the text in the private note is not sent as an email. There are times where we want to add a private note to tickets and the text to be shown to agents in their mailboxes.
It seems that this is not possible!
Does anyone know how to do this via an API action in workflow automator just like this person wants to do:
Why is it you can do this in FreshDesk but not in FreshService?
Threads on Private Notes - Private Threads in Freshdesk : Freshdesk Support
I had a look at the API options but i’m not sure what i need to configure. I’ve put a support request in to see if someone at FreshWorks can help.
Try the above suggestions with a requestor account posting the comment :D
I need help with this problem but unfortunately when i submit the topic, they say something went wrong
Ok, it sounds like the requirement here isn’t clear.
the Statement of “Update the agent when private note is added” could mean a lot of things.
Who’s adding the private note? the requestor/another agent?
Which Agent needs to be updated? the assigned agent/another agent?
Try the above suggestions with a requestor account posting the comment :D
I have a test requester account and I’m testing with my agent account.
Testing private notes with a requester account is pointless as I'm wanting private notes to be delivered to the mailboxes of agents of the agent group so the agents can be alerted when another agent posts a private note on the ticket as this may signal that they need help or “off conversation” about the issue but keep a log against the ticket.
I will test this with another member of staff who is part of the agent group which has been assigned to the ticket but i have a feeling this will not work as expected.
Will post back on here with findings.
Ok, it sounds like the requirement here isn’t clear.
the Statement of “Update the agent when private note is added” could mean a lot of things.
Who’s adding the private note? the requestor/another agent?
Which Agent needs to be updated? the assigned agent/another agent?
The Private note is being added to the ticket by an Agent (doesn’t have to be the assigned Agent, but more than likely part of the assigned group).
The agent(s) that need to be updated / notified are those who are part of the agent group for the ticket. Obviously anyone that gets mentioned with the @ sign is notified anyway.
Thank you! This is just what i was looking for.
Yes you can,
Yes you can,
Thank you for this!!
Just wanted to add a tip that might help someone on this subject:
you can switch the word “public” to “private” in the placeholder if you want to include the content of a private note in, for example, an email sent to an assigned agent via Workflow.
{{ticket.latest_public_comment}} → {{ticket.latest_private_comment}}
I'm not sure why Freshservice doesn’t offer this placeholder as an option—there are probably more hidden ones around.
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