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Ability to trigger workflow automations manually from the ticket/service request

Related products:Freshservice
  • Aug 31, 2021 3:49 PM UTC
  • 5 replies
  • 216 views

danapromethean
Apprentice
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It would be helpful (for testing especially) to be able to trigger an automation you’ve created directly from the service request or ticket kind of like you can with the scenarios. This would make testing your automation easier and would be a good alternative for certain automations where the available triggers don’t accommodate your use case. 

5 replies

mmccoy
Skilled Expert
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  • Skilled Expert
  • Sep 3, 2021 6:50 PM UTC

Agreed, I have asked for them to be executed via a “Scenario” IE execute scenario button already in the software.  I built a few conditions around changes a status to execute a workflow and then changing the status right back in the workflow.

 

Dirty fix… :)


danapromethean
Apprentice
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Thanks, @mmccoy! 


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  • Skilled Expert
  • Sep 19, 2022 11:08 AM UTC

Similar here.

For standard use cases I usually

  1. set a tag and a status via a scenario and let a workflow reset the status
  2. and remove the tag and then do it’s regular workflow thing.

For testing I try to pushe the ticket in the trigger condition situation, but I agree, testig would be more easy if you could sort of override as an admin trigger conditions for a workflow just for a single test ticket.


alyssia.correa
Skilled Expert
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Closed for Voting→Open : Open for Consideration

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I setup authorisation to be the trigger. So the ticket can be logged and only then when its authorised by the Service Desk, does the workflow trigger.  This works on our New Starter process quite well.