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HelpDesk for Microsoft 365, MS Teams, and SharePoint 1.x documentation »

Getting Started

HelpDesk installation
Quick HelpDesk configuration
License Installation
YouTube Channel
Community forum

Configuration guide

Email settings
Triggers
Web widget
Customize widget forms
Customize ticket and contact forms
Customer service survey
Scheduling of tasks and reminders
SLA policy
Localization
Appearance settings
Color theme
Statuses customization
Reports customization
Ticket numbering customization
Upgrade HelpDesk
Uninstall HelpDesk

User guide

Home
Ticket management
Knowledge base
All tickets
Contacts
My contact
Reports
Canned responses
Ticket merging
Ticket splitting

General

Version history
Data protection and security
Licensing details
How to manage billings and subscription
Support plans

Power Automate (Microsoft Flow) and Public API

Power Automate (Microsoft Flow) connector
Public REST API

How to

Notifications
Automations
SLA
Ticket management
Custom forms, charts and views
Advanced

Documentation › Automations

Automations¶

Assign ticket to first agent who replies
Assign ticket to multiple agents
Assign ticket to specific person
Assign ticket based on forwarding address
Detect changes made by others
Edit ticket’s properties from mailbox
Reassign ticket from disabled user
Start a workflow with a trigger
Close tickets if customer hasn't replied
Create a new ticket in HelpDesk from a Twitter mention
Submit tickets from an online form with the help of Power Automate (Microsoft Flow)
Use SharePoint HelpDesk with Microsoft Teams for employee onboarding
Integrate HelpDesk for SharePoint in Microsoft Teams
How to forward a ticket from one HelpDesk instance to another

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HelpDesk for Microsoft 365, MS Teams, and SharePoint 1.x documentation »