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Approvals - create via trigger or macro

  • June 6, 2025
  • 2 replies
  • 0 views
Jamie15

This is a good start, but we hope for additional functionality:

  • Trigger an approval request to be sent (like we can do for Side Conversations, SC)
  • Use macro to create an approval request (like we can do for SC)

  • Add comments and attachments from the main ticket conversation (like we can do with a Side for SC)
     

      2 replies

      Elaine14
      • Elaine14
      • June 11, 2025
      Hi Jamie,
       
      Thanks for sharing these additional functionality ideas! Enabling approval requests and macros similar to what’s available for Side Conversations would definitely enhance workflow efficiency. Adding the ability to include comments and attachments from the main ticket conversation to approvals would also be a valuable feature.
       
      I’ll be sure to pass this feedback along to the product team for consideration. If anyone else has suggestions or use cases around this, feel free to share!
      R
      • Ross19
      • October 1, 2025

      +1 to this!

       

      Approvals tend to be part of a fairly well defined process so having to type in the approver, description, etc. each time is such a pain for my customer.  A simple macro to pre-populate everything or even better enable trigger based approval creation.

       

      It is a great start though.

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