Articles (35)

Pinned Article Assignment and Operation of Ticket Workflows

This article outlines how workflows are assigned to tickets and how tickets progress through those workflows.

Pinned Article Configuring Ticket Workflows

This outlines how ticket workflows are configured in the Admin application.

Pinned Article Types of Ticketing Workflow Steps

This article outlines the different types of steps that can be used when building out a ticketing workflow.

Client Response Timer Workflow Example

An example of how to setup a workflow and process to automate the reminder notifications as well automated ticket closure when a client stops being responsive.

Creating A TeamDynamix Web API Auth Account

Overview of how to create a TeamDynamix Web API Auth Account to utilize for Web Services within TeamDynamix.

Creating a Web Service Provider

Overview of how to create a TeamDynamix Web API Service Provider to utilize for Web Services within TeamDynamix.

Creating a Workflow Web Service Method that Uses Google OAuth 2.0

This introduction article will help Users to create Workflow Web Service with Google OAuth 2.0.

OAuth 2.0 Web Service Auth Accounts

This introduction article will help Ticketing Admins to configure Web Service Auth Accounts in the Ticketing application.

Using the TeamDynamix iPaaS Step in a Ticketing Workflow

This article describes how to configure and use the TeamDynamix iPaaS step, which integrates ticketing workflows with TDX iPaaS flows.

Using Web Services - Isolating Specific Data from a Workflow Response

It is possible to pull specific data points from an API response saved in the workflow.

Using Web Services to Change the Responsibility of a Ticket

Step-by-step instructions on how to build a workflow to change the current responsibility of a ticket.

Using Web Services to Change the Status of a Ticket

Step-by-step instructions on how to build a workflow to change the current status of a ticket.

Using Web Services to Create a Child Ticket

Step-by-step instructions on how to create a second ticket that's a child of the current ticket. This builds on "Using web services to create a second ticket."

Using Web Services to Create a Second Ticket

Step-by-step instructions on how to create another ticket as part of a workflow.

Using Web Services to Provide an Outage Dashboard/Status Page in the Knowledge Base

A guide on how to use Api calls in ticket workflows to push outage information into the Knowledge Base.

Approval Step

The Approval Step allows a workflow to notify one or more approvers and wait for them to mark the step complete.

Branch Step

The branch step acts as a way to more easily manage branches in a workflow with multiple paths.

Choice Step

The Choice step allows a workflow to present a technician with multiple choices in order to progress through a workflow.

Collector Step

A Collector step joins several paths of a workflow and waits for all of the paths to complete.

Condition Step

The Condition Step allows a workflow to automatically route one way or another based on the values on the ticket.

Notification Step

The Notification step allows a workflow to automatically notify one or more individuals when the step is reached in the workflow.

Task Step

The Task Step allows a workflow step to define a ticket task and add it to the ticket.

Timer Step

The Timer step allows organizations to pause a workflow at a pre-determined stage.

Web Service Steps

The Web Service workflow step allows organizations to automate processes by calling an external RESTful web service.