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From YouTube: Support Ops - Zendesk - Automation Positioning
Description
Jason Colyer, Support Operations Manager, takes us through Zendesk automation positioning using the UI.
A
Greetings
all
my
name
is
jason.
The
support
operations
manager
here
at
git
lab
and
today
we're
going
to
go
over
positioning
for
automations,
I'm
going
to
go
ahead
and
share
my
screen
to
kind
of
show
how
to
change
this
and
stuff,
but
we'll
also
want
to
kind
of
cover
some
of
the
basics
of
what
that
means.
A
So
in
the
automation
screen
here,
go
to
active
just
to
show
those
because
there's
less
of
them,
you
see
them
list
in
a
specific
order.
This
is
actually
based
off
the
position
id
which
every
automation
has
its
back
in.
You
can
see
this
if
you
pull
via
the
api
for
zendesk.
A
This
actually
determines
their
run,
order
to
a
degree
and
the
best
way
to
kind
of
look
at
this
is
let's
say
these
top
two
here:
the
close
unmonitored
inbox
tickets,
the
close
free
consumption
to
fa
tickets.
Let's
say
both
of
these:
both
their
conditions
are
hit.
Both
of
them
should
run
the
way
this
works
is
instead
of
running
them
simultaneously,
it's
going
to
run
them
top
bottom,
and
the
reason
for
this
is
perhaps
that
second
automation
actually
has
something
to
prevent
that.
A
That
is
prevented
from
running
by
the
first
automation.
So
positioning
is
important
when
it
comes
to
zendesk,
whether
it
be
views
automations
triggers,
etc.
So
it's
important
to
keep
that
in
mind
in
general.
A
What
you
should
do
is
say
if
all
of
these
were
going
to
run,
what
order
do
I
want
them
to
run
in
with
automations
it's
less
of
a
they'll
conflict
with
each
other,
because
they
usually
usually
are
time-based
events,
there's
very
specific
criteria
and
we
always
aim
with
you
know
we
always
aim
with
the
conditions
we
use
to
be
very
explicit.
That
way,
we
don't
have
triggers
automations,
etc
clashing
with
one
another,
but
from
time
to
time
you
may
actually
need
to
order
reorder
the
position
so
to
do
that.
A
You'll
go
to
the
automations
page,
which
you
see
here,
click
the
three
dots
and
click
reorder
page
from
here.
You
actually
can
now
click
on
these.
I
guess
six
dots,
two
pairs
of
three
vertical
dots.
However,
you
want
to
word
that
you
can
now
click
on
this
and
drag
it
and
kind
of
replace
where
it's
going
to
go.
So
I
can
like
move
that
from
there
move
that
one
there.
A
Let's
move
this
one
here
and
after
I'm
done
with
all
this,
I
can
save
when
I
save
it
will
put
them
in
the
put
them
in
this
new
order.
Now.
Another
thing
we
can
do
is
let's
say
we
want
to.
Let's
say
we
want
to
take
this
s
in
survey,
move
it
to
the
top.
We
actually
can
click
these
three
dots
after
hovering
and
go
to
move
to
first
position.
A
Let's
say
we
want
to
move
this
email
agent
about
a
signed
open
ticket
to
the
bottom.
There's
that
as
well
and
then
there's
the
the
other
option
here,
which
is
let's
say,
we're
to
take
this
email
agent
on
hold
ticket.
You
want
to
put
it
right
below
the
reopen
name
squad
tickets,
one
that
you
see
there.
I
can
click
this
and
click
select
position.
A
Now
from
here,
it's
going
to
ask
you
to
select
a
different
automation
that
you
want
to
move
your
automation
above
that's
kind
of
the
key
here
is
it
says
above
so
we
had
said
we
want
to
move
it
right
below
the
reopen
name
squad.
So
we
want
to
put
it
above,
solve
free,
pending
tickets,
click
move,
and
that
will
update
us
so
that
now
it
is
where
we
wanted
it
to
be
now
the
thing
to
keep
in
mind,
at
least
on
the
back
end
of
the
desk.
A
Every
automation
has
a
position
id.
This
goes
both
active
and
inactive,
and
while
it
seems
like
they're
exclusive
for
one
another
they're
actually
not,
for
example,
this
sat
survey
sent.
Could
it
looks
like
it's
number
one,
but
it
could
actually
like
be
at
the
bottom
of
all
these
inactive
ones,
so
it
could
be
like
number
20
or,
however
many
of
those
there
are
there.
So
it's
a
thing
to
keep
in
mind,
especially
when
reactivating
inactive
automations
with
what's
changed.
A
The
reason
this
is
useful
is
let's
say
we
wanted
to
reactivate
a
an
automation
we
needed.
Whatever
position
it
wasn't
is
where
it
should
be.
A
A
It
takes
some
time
to
kind
of
learn
them
so
feel
free
to
like
play
around
in
the
sandbox
kind
of
learn
how
the
run
order
works,
try
to
make
one
that'll
conflict
if
they
run
at
the
same
time.
Stuff
like
that
yeah.
That's
all
there
is
to
this.
I
hope
you
found
it
educational
and
I
look
forward
to
seeing
you
in
the
next
video.