{"id":26307,"date":"2021-06-07T11:01:08","date_gmt":"2021-06-07T11:01:08","guid":{"rendered":"https:\/\/www.process.st\/templates\/report-technical-issue-with-automations\/"},"modified":"2024-03-15T13:53:16","modified_gmt":"2024-03-15T13:53:16","slug":"report-technical-issue-with-automations","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/report-technical-issue-with-automations\/","title":{"rendered":"Report Technical Issue With Automations"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/36673e0e-e15a-41cb-b65a-83061c13c268\/hCRlgFO3mtd1tNc1ApVHEQ.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/36673e0e-e15a-41cb-b65a-83061c13c268\/hCRlgFO3mtd1tNc1ApVHEQ.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This is an<strong> example template of how you can use Automations<\/strong> to automate the reporting of a technical issue within your organization.&nbsp;<\/p>\n  <p class=\"style-success\">Automations allow you to <strong>build custom workflows by passing data and triggering actions to and from other apps<\/strong>, making work faster and more consistent.<\/p>\n  <p>We designed this template to facilitate the complete onboarding process <strong>using Automations to reduce the workload<\/strong> for you, your team, and your client.<\/p>\n  <p>Each automation has its own set of actions and triggers, which you can learn about in these help articles:<\/p>\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow noopener\" target=\"_blank\">DocuSign<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/jira\/\" rel=\"nofollow noopener\" target=\"_blank\">Jira<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow noopener\" target=\"_blank\">Slack<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Sheets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/process-street\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a><\/li>\n  <\/ul>\n  <p class=\"style-danger\"><strong>Important:<\/strong> You'll need to ensure you have an account set up with these tools to enable Automations.<\/p>\n  <p>Let's get started! \ud83d\ude80<\/p>\n <\/div>\n<\/section>\n<section id=\"input-details-of-the-issue\">\n <h2>Input details of the issue<\/h2>\n <div class=\"text-content\">\n  <p>Use the form fields below to report the technical issue.&nbsp;<\/p>\n  <p class=\"style-success\"><strong>By setting up Automations you can pull this data through to the Jira ticket.<\/strong><\/p>\n  <p>For more <strong>guidance <\/strong>on how to set up a <strong><a href=\"https:\/\/www.process.st\/help\/docs\/jira\/\" rel=\"nofollow noopener\" target=\"_blank\">Jira Automation visit our help page<\/a>.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Headline of the issue the customer is experiencing <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> More details on the issue <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"report-to-the-tech-team\">\n <h2>Report to the tech team<\/h2>\n <div class=\"text-content\">\n  <p>Use the&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Can you reproduce the issue? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What should have happened for the customer? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Could you find a workaround for the customer, if so what was it? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Screenrecording <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Screenshot #1 <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Screenshot #2 <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\" style=\"text-align: center;\"><strong>Complete this task to send the issue to the technical team and generate your Jira ticket number.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"link-jira-ticket--post-to-slack\">\n <h2>Link Jira ticket &amp; post to Slack<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\" style=\"text-align: center;\"><strong>Link the ticket number below to your support chat conversation so that we can advise the customer as soon as it's been resolved.&nbsp;<\/strong><\/p>\n  <p><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Jira ticket number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Sources<\/h4>\n  <hr>\n  <p><a href=\"https:\/\/www.process.st\/help\/docs\/jira\/\" rel=\"nofollow noopener\" target=\"_blank\">Jira + Process Street Integration<\/a><\/p>\n  <p><a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Automations<\/a><\/p>\n  <p><a href=\"https:\/\/www.process.st\/announcing-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Level Up Your Favorite Work Apps With Automations<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"related-workflows\">\n <h2>Related workflows:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Related workflows<\/h4>\n  <hr>\n  <p><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Onboarding With Automations&nbsp;<\/a><\/p>\n  <p><a href=\"https:\/\/www.process.st\/checklist\/employee-orientation-with-automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Orientation With Automations&nbsp;<\/a><\/p>\n  <p><\/p>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This is an example template of how you can use Automations to automate the reporting of a technical issue within your organization.&nbsp; Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent. 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