Zoho Desk - Prévenir les agents à l’expiration d'un article

Zoho Desk - Prévenir les agents à l’expiration d'un article


Zoho Desk propose plusieurs solutions pour automatiser les flux de travail en fonction de vos besoins. Dans cet article, nous mettons en lumière une fonctionnalité qui alerte votre équipe lorsque des articles de la base de connaissances arrivent à expiration, garantissant ainsi un contenu toujours pertinent et utile pour vos clients.
Une base de connaissances est un référentiel d’informations qu’une organisation met à disposition de ses employés, clients, partenaires et autres parties prenantes pour leur permettre de mieux comprendre ses offres. Ces informations peuvent prendre diverses formes, telles que des blogs, des guides d’utilisation, des livres blancs, des newsletters, des mises à jour de produits ou encore des FAQ. Afin de maintenir des informations à jour, Zoho Desk permet de définir des dates d’expiration pour les articles. Une fois expirés, ils sont automatiquement retirés du Centre d’aide, et, par défaut, seule une notification est envoyée à leur propriétaire.

Comment créer cette fonction client

Prérequis

  1. Configurer une connexion

    1. Accédez à Setup >> choisissez Connections sous Developer Space.
    2. Sélectionnez Créer une connexion
    3. Sélectionnez Zoho OAuth sous Default Connection
    4. Donnez à la connexion le nom , eg - deskconnection
    5. Désactivez le bouton pour les informations identifiant
    6. Sous Scope, choisissez les valeurs "Desk.articles.READ"
    7. Cliquez sur créer et connecter
    8. Cliquez sur "Connecter" puis sur "Accepter"
    9. La connexion est établie
  2. Créer un calendrier

    1. Allez au setup, choisissez "Planifications" sous "Automatisation"
    2. Sélectionnez "Nouvelle planification"
    3. Sous "Ajouter une planification", saisissez le nom de la planification et la description de la règle
    4. Sous l'onglet "Exécuter", définissez la date et l'heure de début d'exécution de la planification
    5. Dans l'onglet "Répéter", sélectionnez «Tous les jours», puis «Tous les [1] jours». Sélectionnez les jours en fonction de vos préférences et définissez «Fin» sur «Jamais». Cliquez sur "Terminer". Le programme s'exécutera ainsi les jours sélectionnés.

    1. Dans la section "Fonctions", cliquez sur "Créer une fonction"
    2. Saisissez un nom et une description pour la fonction personnalisée
    3. Dans la fenêtre de script, insérez la fonction personnalisée ci-dessous :
    4. Cliquez sur "Enregistrer le script"
    5. Cliquez sur "Enregistrer" pour ajouter la fonction personnalisée.
    6. Cliquez à nouveau sur "Enregistrer" pour valider la programmation.
  1. // ----<<<< User Inputs >>>>----
  2. subjectOfNotificationEmail = "Zoho Desk - Article Expiry Notification"; // provide subject based on your preference
  3. commaSeperatedToAddresses = "email address1, email address2";//provide email addreses of team members
  4. currentDateString = zoho.currentdate.toString("yyyy-MM-dd");
  5. //Expiring/Expired Today
  6. fromString = currentDateString + "T00:00:00.000Z";
  7. toString = currentDateString + "T23:59:59.999Z";
  8. info "final url " + "https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString;  
  9. //change .com based on your DC
  10. getArticle = invokeurl
  11. [
  12. url :"https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString
  13. //change .com based on your DC
  14. type :GET
  15. connection:"deskconnection"
  16. ];
  17. emailBody = "";
  18. if(getArticle != null && getArticle != "" && getArticle.get("data").size() > 0)
  19. {
  20. articlesList = getArticle.get("data");
  21. emailBody = emailBody + "<div> <b> List of articles expiring/expired today </b>";
  22. for each  article in articlesList
  23. {
  24. webUrl = article.get("webUrl");
  25. title = article.get("title");
  26. emailBody = emailBody + "<div><br><a href='" + webUrl + "'>" + title + "</div>";
  27. }
  28. emailBody = emailBody + "</div> <br> <br>";
  29. }
  30. //Expiring Tomorrow
  31. currentDateString = zoho.currentdate.addDay(1).toString("yyyy-MM-dd");
  32. fromString = currentDateString + "T00:00:00.000Z";
  33. toString = currentDateString + "T23:59:59.999Z";
  34. info "final url " + "https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString;
  35. //change .com based on your DC
  36. getArticle = invokeurl
  37. [
  38. url:"https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString
  39. //change .com based on your DC
  40. type :GET
  41. connection:"deskconnection"
  42. ];
  43. if(getArticle != null && getArticle != "" && getArticle.get("data").size() > 0)
  44. {
  45. articlesList = getArticle.get("data");
  46. emailBody = emailBody + "<div> <b>List of articles expiring tomorrow </b>";
  47. for each  article in articlesList
  48. {
  49. webUrl = article.get("webUrl");
  50. title = article.get("title");
  51. emailBody = emailBody + "<div><br><a href='" + webUrl + "'>" + title + "</div>";
  52. }
  53. emailBody = emailBody + "</div> <br> <br>";
  54. }
  55. //Expiring in 7 days
  56. currentDateString = zoho.currentdate.addDay(7).toString("yyyy-MM-dd");
  57. fromString = currentDateString + "T00:00:00.000Z";
  58. toString = currentDateString + "T23:59:59.999Z";
  59. info "final url " + "https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString;
  60. //change .com based on your DC
  61. getArticle = invokeurl
  62. [
  63. url :"https://desk.zoho.com/api/v1/articles?expiryTimeRange=" + fromString + "," + toString
  64. //change .com based on your DC
  65. type :GET
  66. connection:"deskconnection"
  67. ];    
  68. if(getArticle != null && getArticle != "" && getArticle.get("data").size() > 0)
  69. {
  70. articlesList = getArticle.get("data");
  71. emailBody = emailBody + "<div><b> List of articles expiring in 7 days </b> ";
  72. for each  article in articlesList
  73. {
  74. webUrl = article.get("webUrl");
  75. title = article.get("title");
  76. emailBody = emailBody + "<div><br><a href='" + webUrl + "'>" + title + "</div>";
  77. }
  78. emailBody = emailBody + "</div> <br> <br>";
  79. }
  80. info "emailBody" + emailBody;
  81. if(emailBody != "")
  82. {
  83. sendmail
  84. [
  85. from :zoho.adminuserid
  86. to :commaSeperatedToAddresses
  87. subject :subjectOfNotificationEmail
  88. message :emailBody
  89. ]
  90. info "mail sent";
  91. }

À savoir

  • À la ligne 2, saisissez l'objet de l'e-mail de notification.
  • Dans la ligne 3, saisissez les e-mails des membres de l'équipe que vous souhaitez notifier.
  • Dans les lignes 8,12,34,38,59,63, remplacez « .com » par l'extension de domaine correspondant à votre centre de données.
Cela vous permet de assurer des mises à jour rapides et une publication fluide, permettant ainsi la pertinence de votre base de connaissances et l'accès de vos clients aux ressources les plus récentes.

L'équipe Zoho France


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Desk - Astuce #5 : Déplacer les tickets entre les départements

            Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles
          • Zoho Desk - Nouveautés 2023

            Bonjour à tous,  Comme vous le savez, Zoho cherche en permanence à vous proposer des logiciels complets et au plus proche de vos attentes. C'est pourquoi toute l'équipe Zoho Desk est fière de vous présenter la nouvelle version de votre logiciel de service
          • Desk : Le cycle de vie d'un ticket - Introduction

            Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk.   Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.
          • Zoho Desk - Chapitre 1 : Anticipez vos besoins

            Bonjour à tous, Continuons notre série de la rentrée et découvrons comment Zoho gère 60 millions de clients grâce à Zoho Desk. Contrairement à ce que l'on peut penser le cycle de vie d'un ticket commence bien avant qu'il arrive dans notre logiciel client.
          • Desk Astuce #6 : Ajouter plusieurs comptes réseaux sociaux

            Bonjour à tous, Découvrons dans cet article comment vous pouvez ajouter plusieurs pages d'un meme réseau social dans Zoho Desk. Pour cela suivez les étapes suivantes : Connectez-vous à Zoho Desk avec les privilèges d'administrateur. Cliquez sur les paramètres

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • job opening status is locked and and I cannot change it

                                    Dear Support I am using standard plan. The job opening status is locked and and I cannot change it.
                                  • IDN domain

                                    Why I can't use my domain www.blažek.com I do not want use unfolded shape www.xn--blaek-wib.com in my mail. Can you help me please?
                                  • Gmail - Error 553 Relaying Disallowed

                                    Hey Zoho, I have just set up my mail server and added a couple of email accounts. I've verified my domain and added the mx records with my registrar (namecheap.com) What I'm trying to do is to be able to send email from my domain through Gmail.  In Google
                                  • Candidate status change

                                    I am trying to change candidate status from "interview scheduled" to "hired". Where do I do this at?
                                  • How can I set up my contacts so that all users can have them on hand when they sign in?

                                    Hi.  For my business I would like to set up the Contacts so they are available for any user. 
                                  • Sharing Knowledge Base articles across multiple departments

                                    It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install
                                  • Getting Project Template List using the REST API

                                    I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
                                  • Where do we manage tags?

                                    Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?
                                  • Custom Return Path - Host Name

                                    Hi there, I've successfully set up SPF/ DKIM for Marketing Automation, but struggling to complete the Custom Return Path. I'm settting up on Wix. What should the host name be for the CNAME record? In Zoho Help it just says: "type your host name (sub-domain
                                  • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

                                    Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct
                                  • How to send Messages to Leads/customers

                                    I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,
                                  • Daily-rate for projects

                                    I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.
                                  • AI feature in Zoho Desk suggesting answers based on past ticket threads

                                    Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.
                                  • Admin Console Email

                                    I can't remember the admin console email or password. How do I find that out?
                                  • help me! the button "remove zoho ad" is not responding

                                    help me! the button "remove zoho ad" is not responding, kindly advice. please to check the follows : https://sitepreview-643549202.zohositescontent.com/previewsite https://sitebuilder-643549202.zohositescontent.com/builder thanks,best  regards
                                  • Zoho Forms API

                                    Is there any way to get all form entry list using API? Looking forward to hear from you
                                  • Free tier

                                    Does a completely free tier Zoho email still exists? If so why am I receiving email reminders that my account would expire in 2 days
                                  • Disable "skip to content" in Help Center

                                    Our users used to be able to press the tab button to skip between fields when submitting a new ticket in the help center. Now it pulls up the "skip to content" button in the top left corner. I know this is an accessibility feature, but is there any way
                                  • Mail Data Migration

                                    Hello Team, I have an issue with my organization mail data migration from Google to Zoho. We used Google Workspace before now but decided to change to Zoho to enjoy your service. I have successfully created an account and 1. Complete Domain verification
                                  • Prompting email addresses when sending an email

                                    Hi, I was just wondering if it was possible to disable the prompt / suggestion of email addresses when you begin typing an email address into the TO or CC box? Some of the email addresses that are being suggested are people that no longer require the
                                  • This is a HTML email and your email client software does not support HTML email!

                                    I have a small business, recently the email notification is coming like this to me, can anyone please help me? I am not so IT savvy -----=_NextPart_b4583c76c623900f59ad5b420c6da260 Content-Type: multipart/alternative; boundary="----=_NextPart_b4583c76c623900f59ad5b420c6da260_alt"
                                  • How to insert a ZohoUser in a subform field?

                                    I am building an new external web app that uses the ZohoCRM REST API (v8) to push data to Zoho. How do I use the ZohoCRM REST API to insert ZohoUsers into a subform field? I've tried several approaches and none of them have worked - inserting the ID as
                                  • Unable to receive emails

                                    Hello - I set up an email account for my domain. I can send emails but cannot receive them. I believe the issue might be with incorrect IMAP configuration (?) - but im not sure and cant find where this is on the platform. Im using Zoho hosting for the
                                  • Zoho Account delete function

                                    Hello Zoho support team The issue is as follows: Step1: Created an account community@bisonenergy.net Step2: Deleted this account. Step3: Created the new group mail using the same mail address, but the data already exists. So I have to change the name
                                  • help, 554 5.1.8 blocked

                                    got this blockade, i don't know why?
                                  • Not Receiving Emails from Gmail, but Other Providers Work Fine

                                    Hello, I'm experiencing an issue where my Zoho Mail account does not receive any emails sent from Gmail addresses. However, I can successfully receive emails from other providers such as Hotmail and Yahoo. There are no problems with sending emails—I'm
                                  • Basic String Search Not Possible in CRM Deluge – Feature Request or Workaround?

                                    Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:
                                  • Reencaminhamento de e-mails.

                                    Boa tarde, gostaria de saber se tem a possibilidade de realizar o reencaminhamento de um e-mail especifico. Ex. Eu recebo alguns e-mails de um remetente e gostaria que o meu amigo de trabalho também recebesse esse e-mail, somente deste destinatário, é
                                  • Knowledge base articles is now available in the Zoho Desk mobile app!

                                    Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the
                                  • Set Default Payment Method & Default account

                                    Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
                                  • More than one "Other" response in a Multiple Choice (Many Answers) question type?

                                    Is there a way to have more than one "Other (Please Specify)" with a short response as an option to a Multiple Choice (Many Answers) question? I understand there may be other ways, but I am looking for this way specifically as it would be best for the
                                  • Zoho Surveys

                                    Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and
                                  • Help Needed: Jira to Zoho Projects Migration — Tickets Imported as Unassigned & Comments Under Admin Name

                                    Hi Zoho Team and Community, We recently completed a migration from Jira to Zoho Projects using the official import method outlined in this Zoho Help Article. Issue Summary: We had already added all users to Zoho Projects before the migration, using the
                                  • Zoho Finance Estimate to Deal Attachment

                                    Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?
                                  • Journeys - how do i branch on contact call result

                                    Hi all. I want to branch based on the Call result field in contacts. Any idea how I can do this? Also what is the best way to have this condition checked at each step? Thanks!
                                  • The 3.1 biggest problems with Kiosk right now

                                    I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
                                  • Perform custom actions from the Ticket interface using Buttons

                                    Hello everyone, We have introduced an option to add Buttons to the tickets, which will facilitate direct access to other applications, websites, allows execution of custom workflows, and more. Accessibility and visibility of buttons The buttons can be
                                  • Inserting a video from library in microsite

                                    Hello, We have uploaded videos in our space library. We created a new event and want to use the videos in our main page our microsite. It's possible to selected image from the library, but no videos. Only URL are accepted, but videos in library have no
                                  • UUIDs

                                    Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
                                  • Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]

                                    Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
                                  • Next Page