File Upload Action
You can set up a workflow to manage the process of files uploaded to your ticket by user or contact. The system can update the status, assign the ticket, or send a slack message any time a new file is uploaded.
The file upload condition is associated with ad, service, and support ticket workflows. Below is a workflow setup for one print publication, but you can set a workflow for multiple publications.
In the first condition, the system will check if a file has been uploaded and if the action was performed by a contact. This means if a user uploads the file, the system will not trigger the workflow. A contact can only upload a file through a client center.
The workflow is set up to send a Slack notification once the contact uploads the file. Everyone on your team is made aware that a new file is available for review.
If the file was upload by a user, the workflow could instead update the status of the ticket. For example, the system will update the ticket status to ‘Proof Available’ when a user uploads a new file.