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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
    • 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
  • 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

Navigation

  • index
  • next |
  • previous |
  • HelpDesk for Microsoft 365, MS Teams, and SharePoint 1.x documentation »