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Logging incidents on the self service portal via templates

In previous tools we set up preset templates so colleagues could log incidents quicker, off the back of that we then created work flows so incident tickets could land with different departments based on template, this was handy because in some cases not every ticket for example “Outlook” or “laptop” would land with the same team. 

I know workflows are possible in Fresh service but i am wondering what other companies are doing now to control workflows of incidents, what are you doing to automate tickets as they land via the self service portal. 

Self Service Portal Template is a predefined design that allows organizations or companies to create a simple and user-friendly online platform for their customers or employees. Through this platform, users can find the necessary information on their own, learn about services, or submit various requests, without the need for any direct help. By using Self Service Portal Template, organizations can save time and money and ensure fast service delivery by fix my speaker increasing customer self reliance. Generally, these templates are designed in such a way that users can easily understand and conveniently complete their required tasks. As a result, it is an effective and convenient way for both the organization and the customer.


Using templates to speed up incident logging and then automating ticket routing through workflows is definitely a smart way to improve efficiency.

In Freshservice, many companies take this a step further by combining custom ticket forms with dynamic workflows—so depending on the answers users select in the form, tickets get automatically assigned to the right team or technician. For example, if someone selects “Outlook issue,” the ticket might first go to Level 1 support, but if the problem is more complex, a workflow can escalate it to the Exchange admin team.

Some teams also use automation rules triggered by keywords or tags in the ticket description to prioritize or route tickets dynamically. And with Freshservice’s integration capabilities, you can link incidents to knowledge base articles or even trigger notifications or follow-ups automatically.


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