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Planned

Allow placeholders for "CC to" in Workflow Automator

Related products:Freshservice
  • Dec 28, 2022 10:33 PM UTC
  • 15 replies
  • 428 views

christian.mentor
Skilled Expert
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It would highly beneficial for Freshservice administrators to allow the CC to option in the Action node to accept placeholders/variables just like the Send Email to option.

Note the difference between the two in the screen shot:

 

 

 

Having to hard-code an email address is very limiting — especially when needing to add different emails depending on the conditions.

For example, (unless I’m mistaken) Department Heads can see tickets raised by people in their departments — except when they’re assigned to Restricted Groups. They would need to be added as a CC in order to view certain requests.

I would also add that even providing an option to add CC emails using the Freshservice API would be helpful, which is currently unavailable unless you Create A Reply.

If there are other suggestions, I would greatly appreciate any input!

15 replies

christian.mentor
Skilled Expert
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For example, (unless I’m mistaken) Department Heads can see tickets raised by people in their departments — except when they’re assigned to Restricted Groups. They would need to be added as a CC in order to view certain requests.

 

Correction — Department Heads can only see tickets in Restricted agents groups if it is shared with them.

That being said, I’m hoping adding that feature into the Workflow Automator and/or API can be considered as well


  • Community Debut
  • Feb 1, 2023 1:53 AM UTC

I would love to see this as well. It would make several of our automators much cleaner and easier to maintain. Currently, we have to manually edit automators as individual users come and go. 


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  • Contributor
  • Jul 17, 2023 12:19 PM UTC

Having a CC placeholder across the board (Event, Action, and Condition, etc.) would help with setting up many workflows, such as when a CC’d user responds to a closed ticket, etc.


alyssia.correa
Skilled Expert
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New Idea→Open : Open for Consideration

mbutler
Top Contributor ⭐
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  • Top Contributor ⭐
  • Jan 10, 2024 3:14 PM UTC

I have this exact same problem - I have a custom field on my Companies (MSP Mode) that is a string of comma separated email addresses - The thought was that I would automatically CC them when a ticket is opened up under that company - unfortunately, you are unable to use a placeholder and must specify the entire email address - I should be able to use a placeholder to make this automatic - there should be no client-side checking to ensure that the entered text is in fact an email address.


christian.mentor
Skilled Expert
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Psst! @zachary.king @Daniel Söderlund as skilled experts, I’m hoping this idea speaks to you two and would appreciate any input/support in seeing it come to fruition 💕


zachary.king
Top Contributor ⭐
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  • Top Contributor ⭐
  • Feb 22, 2024 7:59 PM UTC

@christian.mentor I totally agree with you. No reason to limit the functionality of a CC’d email. I imagine its limitations rest in controlling the adding of requesters to your freshservice instance. CCing an email address, when that email is nowhere in freshservice, adds a requester.

But I can think of tons of ways where this would be beneficial. Even using custom objects to get back a list of email address for use in specific situations would save so much time!!!!

Great idea . +1 Vote from me!!!


alyssia.correa
Skilled Expert
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Love the collaboration folks! Let me try and get an update for you in my next review with product! Stay tuned and keep those votes coming 😊


Daniel Söderlund
Top Contributor ⭐
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I agree, +1 added


Kamakshi
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  • Former Community Manager
  • Apr 17, 2025 3:40 PM UTC
Open : Open for Consideration→In progress : Included in Product Roadmap

christian.mentor
Skilled Expert
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Open : Open for Consideration→In progress : Included in Product Roadmap


Yay! 🙌🏾🙌🏾🙌🏾


kpatterson
Top Contributor ⭐
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  • Top Contributor ⭐
  • Apr 17, 2025 5:28 PM UTC

Would love to see “requestor group” as an option for who to email or cc.


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Also need to be able to add more than one email address!!


Daniel Söderlund
Top Contributor ⭐
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Would love to see “requestor group” as an option for who to email or cc.

Create a new Idea as it’s outside the scope of the OP. 


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Cool that this is coming in the September release :-)