Add quick actions to the context menu of tickets in SharePoint HelpDesk
Plumsail Helpdesk for Microsoft 365 has Power Automate (Microsoft Flow) Connector which helps you to manipulate data in your HelpDesk with the help of Power Automate (Microsoft Flow). To start using it you need to Create an API key and Review available actions . In this article we’ll work with Plumsail Helpdesk connector to add quick actions to the context menu of tickets, specifically to resolve a ticket without opening it. Of course, you can use this approach with other scenarios.
Creating API key
Let’s create an API key in the Helpdesk settings
We need to copy the API key and then use it in Power Automate (Microsoft Flow).
Open Micsoft Flow website and go to Connections
Search for Plumsail Helpdesk connector, select it and paste our API key
Ok, now we’ve connected MS Flow Helpdesk connector to our Helpdesk instance and ready to move on.
Creating flow
On this step we’ve already created MS Flow connection using our Helpdesk API key. Now we move further and create a flow which is going to resolve the tickets. We start the flow with Microsoft SharePoint action “For a selected item”. We need the action to pick the selected Ticket ID and pass it to the Helpdesk action Update a ticket. I specify the Helpdesk site address and the list name “Tickets”.
Then I search for Helpdesk connector
Select Update a ticket action, specify the Ticket ID from the previous step and put ticket status “Solved”.
Then we can start the flow for selected ticket. Check it out
Another example
The same manner you can manage the tickets statuses depending on the situation and your goals. For example, you can design a flow which changes ticket’s category, priority or due date and add the action to the ticket’s context menu. To achieve it we can add dropdown input for the initial action “For a selected item”.
Then we select the flow in the ticket context menu
And we see the dropdown, select the status and run the flow
Conslusion
Power Automate (Microsoft Flow) and Plumsail Helpdesk connector is a power tandem which allows managing Plumsail Helpdesk very effectively.