Why disable Workflow, Scenario Automations, and Closure Rules in Freshservice?
Freshservice has Workflow Automator (previously Observer) and Scenario Automations that help streamline mundane tasks and increase productivity.
However, if you're migrating to Freshservice that already has active automation rules, the service desk will send email notices to your clients and agents during the Ticket import. You can avoid that by disabling all Workflow and Scenario automations before starting the migration.
Here's how to do it:
1. Log in to Freshservice.
2. Go to the Admin panel.
3. Go to Workflow Automator and disable all active automation rules.
4. Go to Scenario Automations and document all scenarios and afterward, delete them.
You can keep all scenarios active, but keep in mind that even if you disable Agent Notifications, Freshservice still might send updates during the migration.
Alternatively, you can reach out to the Freshservice support team and ask to turn off all Requester and Agent notifications.
Additionally, if you don’t want your tickets to change status after the Full Data Migration, take the time to disable Closure Rules. This way, you can rest assured as everything that you’ve mapped will remain the same. To do so:
1. Go to the Admin panel and locate Ticket Closure Rules.
2. Disable all the Closure Rules to prevent any unexpected changes in tickets’ statuses.
3. Click Save.
Now, you are all set to continue your Freshdesk data migration. If something wasn’t clear enough or you would like to talk to an expert, feel free to contact us.