If you haven't downloaded the affected rules for CCs and followers, you should do so using the migration wizard in the Admin Center. This download will provide you with a list of customized rules that need updating, including changes, removals, and additions necessary for your account.
To download, navigate to Admin Center > Objects and rules > Tickets > Settings, scroll to the CCs section, and click 'Set up CCs and Followers'. On the Effects on business rules page, download the list of affected rules.
To manually update business rules for CCs and followers in Zendesk, you need to follow a few steps. First, download the affected rules using the migration wizard in the Admin Center. This will provide you with a list of rules that need updating….
To update triggers for CCs and followers in Zendesk, access the Admin Center and navigate to Business Rules > Triggers. For each affected trigger, modify the conditions and actions as specified in the affected rules list. For example, change the…
To create a trigger for 'request received' email notifications in Zendesk, you can either create a new trigger or update an existing one. Title it 'Notify agent of internal note request received'. Set conditions such as 'Ticket | Is | Created',…
When updating automations for CCs and followers, you need to modify the business rules definitions as outlined in the affected rules list. In the Admin Center, go to Agent tools > Macros and update each automation. For instance, change the action…
To update macros for CCs and followers in Zendesk, access the Admin Center and navigate to Agent tools > Macros. Review each macro to ensure the actions are appropriate for the current setup. Make any necessary changes to align with the new CCs and…
To update email templates for followers in Zendesk, go to the Admin Center and select Tickets > Settings. In the CCs and Followers section, set up a new Follower email template. Ensure that the placeholders in the template work as expected for the…