cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
babubaskaran
Frequent Visitor

Helpdesk ticketing using flow

Dear All,

 

I wanted to build a flow which will collect the information from users email and generate automatic email reply and work as helpdesk support email.  So it has to be as following method.

 

1) User sends email to helpdesk@email.com

2) User gets automatic email saying the email has been received

3) The task of this ticket assigned to a helpdesk support person

4) User gets email about the ticket has been asigned

5) Support person respond to the email and user gets reply

6) Once the resolution done the ticket will be closed

7) User will get email about ticket resolved and closed

 

All the above data has to be stored in a table which can be retrieved later period.  Is this possible using flow, please shed light on this.

 

thanks,

babu

 

1 ACCEPTED SOLUTION

Accepted Solutions

@babubaskaran The flow is quite long but I think achieves what you want. Your list will no doubt have a lot more columns but for this example I've started with a simple SharePoint list structure:
0a-SPlist-Setup.png

 and the result we'll end up with is:

0-SPList.png

So the trigger for the flow is When a new email arrives (V3). You could get it to look for just the word Ticket or something similar in the subject line by clicking on Show advanced options and entering the word in the Subject field. The next action is to get the email so you select Message Id by clicking in the Message Id field and selecting Message Id from the dynamic content. We then want to add an HTML to text action to strip out all the HTML tags and leave us with just the message body. In the Content field we select Body from the dynamic content.

0-trigger-Get-HTMLtoText.png

 The next action is to create the SharePoint list item. And for the issue column select the Output from the HTML to text action. Our title column is going to hold the email address of the person who submitted the ticket. The next action is to get that item that's just been created because that way we can use the ID as the ticket number.

1-CreateItem-GetItem.png

 The next action is to send an email to the person submitting the ticket.

2-SendEmail-Received.png

 The next action is to send an email to whoever will assign the task. In this case because we wanted to add a link directly to the item in SharePoint we clicked the </> icon and then have to add HTML tags for each line break etc, and that way we can add an <a href=... tag and select the Link to item from the dynamic content.

3-SendEmail-toAssign.png

The next action is to add a Do until control and we've set the timeout to 8 hours and then you add another Get item. This will keep looking at the Assigned column in the list until someone has been assigned to the task. It doesn't have to be 8 hours, it could be 10 minutes or 1 month or whatever. So the person assigning will select the support person and save the list and then the Do until will move on to the next action.

4-DoUntil-Assigned.pngThat next action is to send an email to the person submitting the ticket telling them who has been assigned to the task.
5-Email-HasBeenAssigned.png

And the next action is send an email to the support person, again clicking the </> icon which allows us to add a link directly to the item.

6-Email-AssignedtoSupport.png

The next action is to update the SharePoint list changing the status value to In Progress.

7-Update-InProgress.png

We then need another Do until which will wait for up to 1 month for the support person to change the status to Completed. As before, we need another Get item in the Do until.

8-DoUntil2-Completed.png

After the support person has changed the status to completed an email is then sent to the person who submitted the ticket telling them that it has been completed.

9-Email-Completed.png

So the first email confirmation is as follows:

10-Email-Received.png

This is the email to the person assigning the task:

11-Email-WaitingAssignment.png

And we then tell the submitter that it has been assigned.

12-Email-Assignedto.png

And the email to the support person has the link to the item:

13-Email-AssignedToYou.png

And the final email back on completion of the task.

14-Email-Completed.png

To see how many tickets are open and who has been assigned to them you don't really need a flow as this can be done by setting up views of the SharePoint list and filtering it on the status column is equal to Pending or In Progress.

I'll do the daily report flow for you separately.

Come back with any questions on this.

Rob
Los Gallardos
If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

 

View solution in original post

15 REPLIES 15
babubaskaran
Frequent Visitor

Forgot to mention following 2 things.

 

8 ) The data need to be shown how many tickets are open in a share point and with date and who is assigned to it

9) Daily report on all open tickets and its status to be emailed

@babubaskaran this is no problem with a SharePoint list and a couple of flows, 1 for items 1 to 8 and the second for item 9. I'll work up an example for you.

@babubaskaran The flow is quite long but I think achieves what you want. Your list will no doubt have a lot more columns but for this example I've started with a simple SharePoint list structure:
0a-SPlist-Setup.png

 and the result we'll end up with is:

0-SPList.png

So the trigger for the flow is When a new email arrives (V3). You could get it to look for just the word Ticket or something similar in the subject line by clicking on Show advanced options and entering the word in the Subject field. The next action is to get the email so you select Message Id by clicking in the Message Id field and selecting Message Id from the dynamic content. We then want to add an HTML to text action to strip out all the HTML tags and leave us with just the message body. In the Content field we select Body from the dynamic content.

0-trigger-Get-HTMLtoText.png

 The next action is to create the SharePoint list item. And for the issue column select the Output from the HTML to text action. Our title column is going to hold the email address of the person who submitted the ticket. The next action is to get that item that's just been created because that way we can use the ID as the ticket number.

1-CreateItem-GetItem.png

 The next action is to send an email to the person submitting the ticket.

2-SendEmail-Received.png

 The next action is to send an email to whoever will assign the task. In this case because we wanted to add a link directly to the item in SharePoint we clicked the </> icon and then have to add HTML tags for each line break etc, and that way we can add an <a href=... tag and select the Link to item from the dynamic content.

3-SendEmail-toAssign.png

The next action is to add a Do until control and we've set the timeout to 8 hours and then you add another Get item. This will keep looking at the Assigned column in the list until someone has been assigned to the task. It doesn't have to be 8 hours, it could be 10 minutes or 1 month or whatever. So the person assigning will select the support person and save the list and then the Do until will move on to the next action.

4-DoUntil-Assigned.pngThat next action is to send an email to the person submitting the ticket telling them who has been assigned to the task.
5-Email-HasBeenAssigned.png

And the next action is send an email to the support person, again clicking the </> icon which allows us to add a link directly to the item.

6-Email-AssignedtoSupport.png

The next action is to update the SharePoint list changing the status value to In Progress.

7-Update-InProgress.png

We then need another Do until which will wait for up to 1 month for the support person to change the status to Completed. As before, we need another Get item in the Do until.

8-DoUntil2-Completed.png

After the support person has changed the status to completed an email is then sent to the person who submitted the ticket telling them that it has been completed.

9-Email-Completed.png

So the first email confirmation is as follows:

10-Email-Received.png

This is the email to the person assigning the task:

11-Email-WaitingAssignment.png

And we then tell the submitter that it has been assigned.

12-Email-Assignedto.png

And the email to the support person has the link to the item:

13-Email-AssignedToYou.png

And the final email back on completion of the task.

14-Email-Completed.png

To see how many tickets are open and who has been assigned to them you don't really need a flow as this can be done by setting up views of the SharePoint list and filtering it on the status column is equal to Pending or In Progress.

I'll do the daily report flow for you separately.

Come back with any questions on this.

Rob
Los Gallardos
If I've answered your question or solved your problem, please mark this question as answered. This helps others who have the same question find a solution quickly via the forum search. If you liked my response, please consider giving it a thumbs up. Thanks.

 

Hi Rob,

 

This is excellent detailed information, I will try this and keep you posted.  Thanks for your kind help on this.

 

 

@RobElliott 

 

Perfect, Thank you

I have a question, would you help, please?

In the last step, I need to send attachments (if there is any) to end user. some times, service desk adds some files / instructions to ticket. how I can get them from sharepoint and send by email(last step). 

ticket.JPG

 

Regards

 
 
chunsiong
Frequent Visitor

Hi i have a problem, when i follow the step above, it stuck on "Do until" and the whole process keep looping and re-create the new ID and keep sending email to my support email email address. may i know which part went wrong?

Many thanks for this Flow.

I have recreated the flow on my end but the two do until functions do not work. As soon as the timer expires, the program continues, regardless of whether the trigger was fired.

In addition, it does not react to whether a trigger has been released. The timeout is also waited for there.

 

Can you help me with this?

 

PatrickHH_0-1621427497261.png

 

 

Waking up an old thread but I really liked the content of this! I am curious if anyone has managed to solve how to group responses together with the original email, so that we dont create new tickets for each response if we communicate with the sender through email via a shared mailbox?

We have the same issue! Were you able to find an solution?

I just tested some outlook rules. So if you have certain reply emails with the subjects: completed, or in progress, you can set rules. I just tested it and it went straight to another folder and didn't create a duplicate ticket.

 

You can do the same with spam emails. Send them directly to another folder within outlook.

Hi, i have the same issue, did you got help with this? Thanks in advance.

Hi, i have the same issue, did you got help with this? Thanks in advance.

Ive done as written, the email is coming into a shared mailbox however when I test the flow it says a timeout error as the initial trigger isnt done( no email has been received into the mailbox) . What could be the problem?

Malibububu
Frequent Visitor

I followed the steps and Initial tests worked and ran successfully, however when not testing and sending emails normally with the issue nothing happens. Now when i do test there is a timeout error although  i sent an email to the mailbox.What could be causing this gltich as now the flow doesnt run at all."Flow run timed out because the starting action was not performed. Please try again."

Shull
Frequent Visitor

Hi,

 

Would somebody show me how to setup a flow, that when an item is modified in a list, that the items gets removed into another list, without it still showing in the main list?

 

Thank you

Sindy

Helpful resources

Announcements

Tuesday Tip: Getting Started with Private Messages & Macros

Welcome to TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   This Week's Tip: Private Messaging & Macros in Power Apps Community   Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member!   Our Knowledge Base article about private messaging and macros is the best place to find out more. Check it out today and discover some key tips and tricks when it comes to messages and macros:   Private Messaging: Learn how to enable private messages in your community profile and ensure you’re connected with other community membersMacros Explained: Discover the convenience of macros—prewritten text snippets that save time when posting in forums or sending private messagesCreating Macros: Follow simple steps to create your own macros for efficient communication within the Power Apps CommunityUsage Guide: Understand how to apply macros in posts and private messages, enhancing your interaction with the Community For detailed instructions and more information, visit the full page in your community today:Power Apps: Enabling Private Messaging & How to Use Macros (Power Apps)Power Automate: Enabling Private Messaging & How to Use Macros (Power Automate)  Copilot Studio: Enabling Private Messaging &How to Use Macros (Copilot Studio) Power Pages: Enabling Private Messaging & How to Use Macros (Power Pages)

Tuesday Tip: Subscriptions & Notifications

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week: All About Subscriptions & Notifications We don't want you to a miss a thing in the Community! The best way to make sure you know what's going on in the News & Announcements, to blogs you follow, or forums and galleries you're interested in is to subscribe! These subscriptions ensure you receive automated messages about the most recent posts and replies. Even better, there are multiple ways you can subscribe to content and boards in the community! (Please note: if you have created an AAD (Azure Active Directory) account you won't be able to receive e-mail notifications.)   Subscribing to a Category  When you're looking at the entire category, select from the Options drop down and choose Subscribe.     You can then choose to Subscribe to all of the boards or select only the boards you want to receive notifications. When you're satisfied with your choices, click Save.     Subscribing to a Topic You can also subscribe to a single topic by clicking Subscribe from the Options drop down menu, while you are viewing the topic or in the General board overview, respectively.     Subscribing to a Label Find the labels at the bottom left of a post.From a particular post with a label, click on the label to filter by that label. This opens a window containing a list of posts with the label you have selected. Click Subscribe.     Note: You can only subscribe to a label at the board level. If you subscribe to a label named 'Copilot' at board #1, it will not automatically subscribe you to an identically named label at board #2. You will have to subscribe twice, once at each board.   Bookmarks Just like you can subscribe to topics and categories, you can also bookmark topics and boards from the same menus! Simply go to the Topic Options drop down menu to bookmark a topic or the Options drop down to bookmark a board. The difference between subscribing and bookmarking is that subscriptions provide you with notifications, whereas bookmarks provide you a static way of easily accessing your favorite boards from the My subscriptions area.   Managing & Viewing Your Subscriptions & Bookmarks To manage your subscriptions, click on your avatar and select My subscriptions from the drop-down menu.     From the Subscriptions & Notifications tab, you can manage your subscriptions, including your e-mail subscription options, your bookmarks, your notification settings, and your email notification format.     You can see a list of all your subscriptions and bookmarks and choose which ones to delete, either individually or in bulk, by checking multiple boxes.     A Note on Following Friends on Mobile Adding someone as a friend or selecting Follow in the mobile view does not allow you to subscribe to their activity feed. You will merely be able to see your friends’ biography, other personal information, or online status, and send messages more quickly by choosing who to send the message to from a list, as opposed to having to search by username.

Monthly Community User Group Update | April 2024

The monthly Community User Group Update is your resource for discovering User Group meetings and events happening around the world (and virtually), welcoming new User Groups to our Community, and more! Our amazing Community User Groups are an important part of the Power Platform Community, with more than 700 Community User Groups worldwide, we know they're a great way to engage personally, while giving our members a place to learn and grow together.   This month, we welcome 3 new User Groups in India, Wales, and Germany, and feature 8 User Group Events across Power Platform and Dynamics 365. Find out more below. New Power Platform User Groups   Power Platform Innovators (India) About: Our aim is to foster a collaborative environment where we can share upcoming Power Platform events, best practices, and valuable content related to Power Platform. Whether you’re a seasoned expert or a newcomer looking to learn, this group is for you. Let’s empower each other to achieve more with Power Platform. Join us in shaping the future of digital transformation!   Power Platform User Group (Wales) About: A Power Platform User Group in Wales (predominantly based in Cardiff but will look to hold sessions around Wales) to establish a community to share learnings and experience in all parts of the platform.   Power Platform User Group (Hannover) About: This group is for anyone who works with the services of Microsoft Power Platform or wants to learn more about it and no-code/low-code. And, of course, Microsoft Copilot application in the Power Platform.   New Dynamics365 User Groups   Ellucian CRM Recruit UK (United Kingdom) About: A group for United Kingdom universities using Ellucian CRM Recruit to manage their admissions process, to share good practice and resolve issues.    Business Central Mexico (Mexico City) About:  A place to find documentation, learning resources, and events focused on user needs in Mexico. We meet to discuss and answer questions about the current features in the standard localization that Microsoft provides, and what you only find in third-party locations. In addition, we focus on what's planned for new standard versions, recent legislation requirements, and more. Let's work together to drive request votes for Microsoft for features that aren't currently found—but are indispensable.   Dynamics 365 F&O User Group (Dublin) About: The Dynamics 365 F&O User Group - Ireland Chapter meets up in person at least twice yearly in One Microsoft Place Dublin for users to have the opportunity to have conversations on mutual topics, find out what’s new and on the Dynamics 365 FinOps Product Roadmap, get insights from customer and partner experiences, and access to Microsoft subject matter expertise.  Upcoming Power Platform Events    PAK Time (Power Apps Kwentuhan) 2024 #6 (Phillipines, Online) This is a continuation session of Custom API. Sir Jun Miano will be sharing firsthand experience on setting up custom API and best practices. (April 6, 2024)       Power Apps: Creating business applications rapidly (Sydney) At this event, learn how to choose the right app on Power Platform, creating a business application in an hour, and tips for using Copilot AI. While we recommend attending all 6 events in the series, each session is independent of one another, and you can join the topics of your interest. Think of it as a “Hop On, Hop Off” bus! Participation is free, but you need a personal computer (laptop) and we provide the rest. We look forward to seeing you there! (April 11, 2024)     April 2024 Cleveland Power Platform User Group (Independence, Ohio) Kickoff the meeting with networking, and then our speaker will share how to create responsive and intuitive Canvas Apps using features like Variables, Search and Filtering. And how PowerFx rich functions and expressions makes configuring those functionalities easier. Bring ideas to discuss and engage with other community members! (April 16, 2024)     Dynamics 365 and Power Platform 2024 Wave 1 Release (NYC, Online) This session features Aric Levin, Microsoft Business Applications MVP and Technical Architect at Avanade and Mihir Shah, Global CoC Leader of Microsoft Managed Services at IBM. We will cover some of the new features and enhancements related to the Power Platform, Dataverse, Maker Portal, Unified Interface and the Microsoft First Party Apps (Microsoft Dynamics 365) that were announced in the Microsoft Dynamics 365 and Power Platform 2024 Release Wave 1 Plan. (April 17, 2024)     Let’s Explore Copilot Studio Series: Bot Skills to Extend Your Copilots (Makati National Capital Reg... Join us for the second installment of our Let's Explore Copilot Studio Series, focusing on Bot Skills. Learn how to enhance your copilot's abilities to automate tasks within specific topics, from booking appointments to sending emails and managing tasks. Discover the power of Skills in expanding conversational capabilities. (April 30, 2024)   Upcoming Dynamics365 Events    Leveraging Customer Managed Keys (CMK) in Dynamics 365 (Noida, Uttar Pradesh, Online) This month's featured topic: Leveraging Customer Managed Keys (CMK) in Dynamics 365, with special guest Nitin Jain from Microsoft. We are excited and thankful to him for doing this session. Join us for this online session, which should be helpful to all Dynamics 365 developers, Technical Architects and Enterprise architects who are implementing Dynamics 365 and want to have more control on the security of their data over Microsoft Managed Keys. (April 11, 2024)       Stockholm D365 User Group April Meeting (Stockholm) This is a Swedish user group for D365 Finance and Operations, AX2012, CRM, CE, Project Operations, and Power BI.  (April 17, 2024)         Transportation Management in D365 F&SCM Q&A Session (Toronto, Online) Calling all Toronto UG members and beyond! Join us for an engaging and informative one-hour Q&A session, exclusively focused on Transportation Management System (TMS) within Dynamics 365 F&SCM. Whether you’re a seasoned professional or just curious about TMS, this event is for you. Bring your questions! (April 26, 2024)   Leaders, Create Your Events!    Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups.   P.S. Have an event or success story to share? Reach out to us – we’d love to feature you. Just leave a comment or send a PM here in the Community!

Exclusive LIVE Community Event: Power Apps Copilot Coffee Chat with Copilot Studio Product Team

We have closed kudos on this post at this time. Thank you to everyone who kudo'ed their RSVP--your invitations are coming soon!  Miss the window to RSVP? Don't worry--you can catch the recording of the meeting this week in the Community.  Details coming soon!   *****   It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT).     This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation.   This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions!   TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post.  Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today.   Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!

Tuesday Tip: Blogging in the Community is a Great Way to Start

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week's Topic: Blogging in the Community Are you new to our Communities and feel like you may know a few things to share, but you're not quite ready to start answering questions in the forums? A great place to start is the Community blog! Whether you've been using Power Platform for awhile, or you're new to the low-code revolution, the Community blog is a place for anyone who can write, has some great insight to share, and is willing to commit to posting regularly! In other words, we want YOU to join the Community blog.    Why should you consider becoming a blog author? Here are just a few great reasons. 🎉   Learn from Each Other: Our community is like a bustling marketplace of ideas. By sharing your experiences and insights, you contribute to a dynamic ecosystem where makers learn from one another. Your unique perspective matters! Collaborate and Innovate: Imagine a virtual brainstorming session where minds collide, ideas spark, and solutions emerge. That’s what our community blog offers—a platform for collaboration and innovation. Together, we can build something extraordinary. Showcase the Power of Low-Code: You know that feeling when you discover a hidden gem? By writing about your experience with your favorite Power Platform tool, you’re shining a spotlight on its capabilities and real-world applications. It’s like saying, “Hey world, check out this amazing tool!” Earn Trust and Credibility: When you share valuable information, you become a trusted resource. Your fellow community members rely on your tips, tricks, and know-how. It’s like being the go-to friend who always has the best recommendations. Empower Others: By contributing to our community blog, you empower others to level up their skills. Whether it’s a nifty workaround, a time-saving hack, or an aha moment, your words have impact. So grab your keyboard, brew your favorite beverage, and start writing! Your insights matter and your voice counts! With every blog shared in the Community, we all do a better job of tackling complex challenges with gusto. 🚀 Welcome aboard, future blog author! ✍️💻🌟 Get started blogging across the Power Platform Communities today! Just follow one of the links below to begin your blogging adventure.   Power Apps: https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/bg-p/PowerAppsBlog Power Automate: https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/bg-p/MPABlog Copilot Studio: https://powerusers.microsoft.com/t5/Copilot-Studio-Community-Blog/bg-p/PVACommunityBlog Power Pages: https://powerusers.microsoft.com/t5/Power-Pages-Community-Blog/bg-p/mpp_blog   When you follow the link, look for the Message Admins button like this on the page's right rail, and let us know you're interested. We can't wait to connect with you and help you get started. Thanks for being part of our incredible community--and thanks for becoming part of the community blog!

Launch Event Registration: Redefine What's Possible Using AI

  Join Microsoft product leaders and engineers for an in-depth look at the latest features in Microsoft Dynamics 365 and Microsoft Power Platform. Learn how advances in AI and Microsoft Copilot can help you connect teams, processes, and data, and respond to changing business needs with greater agility. We’ll share insights and demonstrate how 2024 release wave 1 updates and advancements will help you:   Streamline business processes, automate repetitive tasks, and unlock creativity using the power of Copilot and role-specific insights and actions. Unify customer data to optimize customer journeys with generative AI and foster collaboration between sales and marketing teams. Strengthen governance with upgraded tools and features. Accelerate low-code development  using natural language and streamlined tools. Plus, you can get answers to your questions during our live Q&A chat! Don't wait--register today by clicking the image below!      

Users online (4,574)