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New Idea

Workflow Automator - Add a 'Solutions' Module

Related products:Freshservice
  • October 14, 2024
  • 6 replies
  • 147 views

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I was looking at the Solutions area in Freshservice today and thought “wouldn’t it be great if we could perform automations involving Solutions articles?”

 

So with that in mind could we please have a Solutions module added to the Workflow Automator?

Example logic/use cases in Event Based Workflows would be:

  • Event: When An Article Is Published / Updated
  • Condition: Article is in Category <select from category list>
  • Action: Send Email Notification to <Agent/Agent Group/Specific Email>

Example logic/use cases in Scheduled Workflows would be:

  • Run on a schedule
  • Condition: Article was last updated <days> ago
  • Action: Send Email Notification to <Agent/Agent Group/Specific Email>

This is just scraping the surface of the eventual possibilities.  There could be logic involving the ‘Helpful’ / ‘Not Helpful’ metrics as well, for example.

I realise this could be achieved via an external process leveraging the Freshservice API but it would be great to have this out of the box!

6 replies

Daniel Söderlund
Top Contributor ⭐
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Good one,

ping ​@Roxwell  ​@msconfig87 ​@eeha0120  ​@afautley ​@zachary.king ​@Medic1334 


eeha0120
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 19, 2024

Nice idea. Voted!

 

Best,

 


Medic1334
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 19, 2024

Good call on this. Definitely support, but I would absolutely put automation loops ahead of this :D 


Roxwell
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 20, 2024

Good call on this. Definitely support, but I would absolutely put automation loops ahead of this :D 

I’m praying for loops every day, it’s sooo over due


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This is something that the Knowledge module very much need to give managers the tools to actually manage the knowledge in Freshservice. Hoping this gets added to the Roadmap soon!


zachary.king
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 25, 2024

Great idea, all modules should have workflow built around them in my opinion.