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Workflow Notification Step Recipients
Why is it that in a workflow notification step, the options for who you are able to send a notification to so narrow? Regular ticket notification options are quite robust and I don't understand why an entirly different notification method was dev...
1 Answer
Carl Amlin
Last activity on 1/20/2023 9:47:06 AM by Mark Sayers
Setting Parent ticket using Web Service Methods in Workflow
Hello:
I am attempting to create a workflow in which tickets are created and the original ticket that the workflow is applied to is set as the parent of the newly created tickets. It appears that the ParentID attribute cannot be edited, and t...
I am attempting to create a workflow in which tickets are created and the original ticket that the workflow is applied to is set as the parent of the newly created tickets. It appears that the ParentID attribute cannot be edited, and t...
1 Answer
Anderson Hanchett
Last activity on 1/6/2023 1:51:31 PM by Mark Sayers
Hard-Coding Email Address into Web Service Method
I am attempting to use a Web Service Method to send an email to a third-party email address (hard-coded, it will always be the same address). I have started the method using the steps found at https://solutions.teamdynamix.com/TDClient/1965/Port...
2 Answers
Anderson Hanchett
Last activity on 12/7/2022 11:05:04 PM by Anderson Hanchett
raw HTML copied in workflow operations?
Since version 11.5, we have had a workflow that now copies the HTML-ified description of tickets and returns it as raw HTML. I'm not sure how to make it stop doing this, any help would be appreciated.
Example output:
Hello, <br>...
Example output:
Hello, <br>...
2 Answers
Carly Born
Last activity on 2/14/2023 9:51:28 AM by Mark Sayers
Is there a way to bulk-assign/re-assign workflows?
I wanted to know if there is a method for bulk assigning a workflow to a group of tickets.
The key business case for this is the ability to retroactively apply a newly developed work flow to older tickets. This might be for the purpose of re-...
The key business case for this is the ability to retroactively apply a newly developed work flow to older tickets. This might be for the purpose of re-...
1 Answer
Samuel Jones
Last activity on 11/15/2022 9:03:31 AM by Mark Sayers
Offboarding Workflow and waiting for future date
I have built an off boarding workflow that works great except for one issue. There is no delay for the actual day the user needs to be off boarded.
Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out ...
Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out ...
1 Answer
Troy Timmerman
Last activity on 11/11/2022 8:52:49 AM by Mark Sayers
Deleting a group
I am going through and removing some old groups. I encountered one that I cannot delete. I get the message "This group is responsible for a workflow step and cannot be deleted until the association has been removed."
I have gone through all...
I have gone through all...
1 Answer
Mathew Chandler
Last activity on 11/8/2022 3:45:50 PM by Mark Sayers
API Endpoint to Remove Workflow
Hello Everyone,
I'm looking to remove a workflow from about 600 tickets but cannot find how to do it using the API. I found the ability to assign workflow and some other workflow related API endpoints here: https://solutions.teamdynamix.com/...
I'm looking to remove a workflow from about 600 tickets but cannot find how to do it using the API. I found the ability to assign workflow and some other workflow related API endpoints here: https://solutions.teamdynamix.com/...
2 Answers
Ashbinder Saini
Last activity on 10/13/2022 4:02:43 PM by OU ITSM Team
Passing Parameter from TDX Workflow to iPaas Flow using Arguments JSON
The KB article Article - TeamDynamix iPaaS Step mentions the abiliity to Send parameter data through the Arguments JSON section of the workflow step. I have not been able to find any information about how to do this in the KB.
The TDX workf...
The TDX workf...
2 Answers
Will Tonkin
Last activity on 8/14/2023 9:40:02 AM by David Tod
Workflows to Create Tickets in Other TDX Applications
Hello:
We are working on fleshing out an employee onboarding workflow in an HR application that will generate tickets and send email notifications based on needs (such as computer setup by ITS or door access by the locksmith). I wanted to ask...
We are working on fleshing out an employee onboarding workflow in an HR application that will generate tickets and send email notifications based on needs (such as computer setup by ITS or door access by the locksmith). I wanted to ask...
1 Answer
Anderson Hanchett
Last activity on 9/6/2022 2:54:34 PM by Mark Sayers
Multiple API Call methods in one web workflow step
Is it possible to make multiple calls in one web method workflow step? For example, we currently have a task to assign a user to a group, and then set several custom people attributes. In order to do so with the API, one needs to auth using POST ...
1 Answer
Derek Hickman
Last activity on 9/1/2022 4:33:55 PM by Mark Sayers
Searching Workflows for Approvers
Greetings!
I have a request to identify how many service requests we have in our system (and which ones) involve a certain approver. Is there an easy way to search the workflows to see which ones contain this user as an approver?
Thank yo...
I have a request to identify how many service requests we have in our system (and which ones) involve a certain approver. Is there an easy way to search the workflows to see which ones contain this user as an approver?
Thank yo...
1 Answer
Ted Stahl
Last activity on 8/18/2022 12:09:30 PM by Mark Sayers
Removing a workflow
Is it possible to give an Enterprise user the ability to remove workflows in a ticketing application? The only thing I can find under the options for a Security Role is to be able to always approve a step, I cannot find anything on removing the ...
1 Answer
Mathew Chandler
Last activity on 7/26/2022 1:20:41 PM by Mark Sayers
Workflow on SLA Violation
I need to be able to take action on a ticket after an SLA has breached that is something other than assigning to a specific person or group. I need to have a workflow run when this happens.
I've tried a number of things and right now I'm see...
I've tried a number of things and right now I'm see...
1 Answer
Ken Stone
Last activity on 7/19/2022 4:45:48 PM by Mark Sayers
Creating Ticket Template With Multiple Ticket Tasks
Hi there,
I have yet to find something that directly addresses what I want to do. I assume that I need to use the Workflow function to achieve this, but want to make sure.
When a new tech starts we have to grant them a bunch of accesses. ...
I have yet to find something that directly addresses what I want to do. I assume that I need to use the Workflow function to achieve this, but want to make sure.
When a new tech starts we have to grant them a bunch of accesses. ...
1 Answer
Damon Stennett
Last activity on 6/20/2022 1:16:21 PM by Mark Sayers
Trouble with Web Service Parameter from Workflow
Greetings,
I'm having trouble invoking a web method using a parameter from a previous web method.
The first web method gets the asset from a ticket https://skagit.teamdynamix.com/TDWebApi/api/1271/tickets/{{id}}/assets Param...
I'm having trouble invoking a web method using a parameter from a previous web method.
The first web method gets the asset from a ticket https://skagit.teamdynamix.com/TDWebApi/api/1271/tickets/{{id}}/assets Param...
1 Answer
Torstein Early
Last activity on 5/23/2022 12:11:13 PM by Mark Sayers
Security Roles and Workflows
Hello,
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
2 Answers
David Mitchell
Last activity on 4/26/2022 11:43:11 AM by David Mitchell
Notification to Users with Same "Reports To" Attrib
Is there a good way to generate a notification via workflow to all users with the same manager (reports to)?
It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
1 Answer
Naomi Langston
Last activity on 4/7/2022 1:29:03 PM by Mark Sayers
Adobe Sign Integration
Hello, TDX Community:
I am hoping to build a workflow in TDX that will automatically pull Adobe Sign agreements (in PDF format) and attach them to tickets upon their completion.
I wanted to ask if there was a known library, Web API, or ot...
I am hoping to build a workflow in TDX that will automatically pull Adobe Sign agreements (in PDF format) and attach them to tickets upon their completion.
I wanted to ask if there was a known library, Web API, or ot...
1 Answer
Anderson Hanchett
Last activity on 4/4/2022 9:13:15 AM by Mark Sayers
Choice Step Details
I'd like to add a step to our "Request for Equipment" workflow that allows the technician to choose if the request is standard/pre-approved or non-standard (requires approval step). I thought I could accomplish this with a Choice Step, and inclu...
1 Answer
John Anderson
Last activity on 3/17/2022 10:29:04 AM by Mark Sayers
Workflow API Call to Obtain Ticket Description
Good morning:
I have looked over the Web API for workflows and it seems that there is no method for obtaining a ticket's description.
I want to create a workflow that will reassign tickets to other applications if they have particular key...
I have looked over the Web API for workflows and it seems that there is no method for obtaining a ticket's description.
I want to create a workflow that will reassign tickets to other applications if they have particular key...
1 Answer
Anderson Hanchett
Last activity on 3/9/2022 1:58:40 PM by Mark Sayers
Workflow notification footer
In production, notifications generated in a workflow step have a footer about commenting with the ticket alphanumeric code. Can we customize the email to remove this?
e.g.
----TEAMDYNAMIX DO NOT ALTER OR REMOVE THIS CODE----
1tMH77...
e.g.
----TEAMDYNAMIX DO NOT ALTER OR REMOVE THIS CODE----
1tMH77...
1 Answer
David Tod
Last activity on 3/7/2022 10:51:56 AM by Mark Sayers
Using Workflows to Assign Ticket Responsibility
Is there a way to use ticket workflows to assign tickets a new primary responsibility after a ticket task is completed? I have been experimenting with various types of step sin workflows, but it appears that only the tasks are assigned, but the t...
1 Answer
Anderson Hanchett
Last activity on 2/28/2022 12:29:22 PM by Mark Sayers
Workflow approval step
It is possible that when an approval step is approved that it is changing the status of the ticket itself.
I did not think that this occurred, but I have reports that it is happening.
I did not think that this occurred, but I have reports that it is happening.
1 Answer
Mathew Chandler
Last activity on 2/15/2022 10:54:53 PM by Mark Sayers
Is there a way for a workflow to change who the ticket is assigned to?
Hello,
I would like for a workflow to change the ticket assignment to an individual or group, based on approval or rejection of a step. Is this possible? I cannot seem to find an obvious option to make this happen. I also cannot find any answ...
I would like for a workflow to change the ticket assignment to an individual or group, based on approval or rejection of a step. Is this possible? I cannot seem to find an obvious option to make this happen. I also cannot find any answ...
1 Answer
Shenandoah Bennett
Last activity on 1/26/2022 2:51:44 PM by Mark Sayers