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How to Create Macros from Tickets - Frequently asked questions

Discover how to create macros from existing tickets in Zendesk. This page answers common questions and provides insights into optimizing your workflow with macros.

Frequently asked questions

How can I create a macro from an existing ticket in Zendesk?

Creating a macro from an existing ticket in Zendesk is a straightforward process. To get started, open the ticket you want to use as a basis for your macro. Click on the Ticket options menu located in the upper right corner, and select 'Create as…

Who can create macros from existing tickets in Zendesk?

In Zendesk, both agents and administrators have the ability to create macros from existing tickets, but with different scopes. Agents are limited to creating personal macros, which means these macros are only available for their own use. On the…

What are the limitations when creating a macro from a ticket in Zendesk?

When creating a macro from a ticket in Zendesk, there are a few limitations to keep in mind. The macro actions 'Comment mode' and 'Comment/description' are only included if you create the macro from a ticket where you left the last comment. This…

Can I modify the actions when creating a macro from a ticket?

Yes, you can modify the actions when creating a macro from a ticket in Zendesk. After selecting 'Create as macro' from the Ticket options menu, you have the opportunity to enter a title for your new macro and adjust the actions as needed. This…

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