Help Desk

Filters Assigned User The “Assign To User” trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice.

All Filters After No. Of Days Use this trigger when you have to perform set actions after a certain number of days. Before No. Of Days Use this trigger when you have to perform set actions before a certain number of days.

Filter Trigger Link This filter will let you select the link which you would like to use to get triggered.

History Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Action Logs Workflow Title This is the title given to this workflow Edit Workflow Title By clicking here you can edit the

Status Tab To learn more about workflows and how to build them, check out the “Workflow Training” section under the “Advanced Training” help center menu! Click here to check out the Workflow Training!​ Workflow Title This is the title given to this workflow. You can edit the title of the workflow here. Refresh You can

Editing Workflow Trigger Names The title you name a workflow trigger. You can name your workflow triggers any way you want. This helps with identifying triggers quickly and organizing the workflows. Changing Workflow Trigger Type This is the type of trigger assigned to a workflow. You have a few different options. Each option relates to

The “Appointment Trigger” workflow runs when an appointment is being made. The update in appointment status depends on the filter you choose. All Filters Appointment Status Is By clicking on the “appointment Status is”, you can decide if you want the trigger to respond only when; There’s a New appointment, or The appointment is Confirmed,