How can a Technician enter an incident from a custom HTML Desktop Module in TeamDynamix?

Custom desktop modules allow organizations to create bits of functionality that cater to their users and are quickly accessible via a user's desktop.

We will start by first adding a Service that creates a TeamDynamix ticket. To do so, complete the steps listed in the related article for how to enter a ticket from the service catalog. Once that has been completed, we can start creating our actual desktop module. To do so, go to the TeamDynamix Admin application. Once there, click on the "Desktop Templates" link in the navigation and select the "HTML Modules" option. 

Next, click on the "New" button at the top of the page. You will now see a form for creating a new desktop module. Fill out the required fields that lead up to the "Content" section. Once all fields have been filled out, it is now time to create our actual button that allows a user to access the ticket creation service we built out in our first step. This is as simple as pasting a link to the service in the "Content" section. However, because TeamDynamix utilizes the Bootstrap CSS framework, we can make our request button look much nicer with minimal effort. Click the "source" button in the editor, and add the following markup, which will create a full-width button with styling that matches the rest of the Client Portal:

<a href="link-to-your-service-goes-here" class="btn btn-primary btn-lg btn-block">The Text Shown On the Button</a>

More options for button styling can be found here.

Once you are happy with the appearance of your button, click "Save". You now have a desktop module that we can add to our desktops that will allow your users to access a ticket creation page at the click of a button.


Article ID: 15449
Fri 7/29/16 10:36 AM
Mon 6/29/20 5:09 PM