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 include a list of standard hardware in the step description.  However, the choice step description doesn't seem to be visible to the technician.  How can I provide a list of standard equipment for the technician to verify?

 

Tags workflow choice
Asked by John Anderson on Thu 3/17/22 9:56 AM Last edited Thu 3/17/22 9:56 AM
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Answer (1)

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Mark Sayers Thu 3/17/22 10:29 AM

Hello John,

Is the technician addressing this step via TDNext, or are they going through the client portal's My Approvals page, located from the Services page of the portal?

Even if they are going through TDNext, if they click on the title of their step it should bring up the step's description page.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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Hi Mark, technician is using TDNext.

I was hoping that we would be able to click on the title of the step, but it doesn't appear that you can click on a choice step title (see screenshot). - John Anderson Thu 3/17/22 11:33 AM
Ok, can you instead modify your ticketing application Notification Template for the "Ticket Workflow Step Assignment Template" to include the {{StepDescription}} tag so it will always relay the description of a step being assigned to someone? - Mark Sayers Thu 3/17/22 11:45 AM
I suppose we could add the step description to the technician notification, but that just adds another step (go check your email). It would be nice if we could just see the step description in TDNext. I'll add an enhancement request. - John Anderson Thu 3/17/22 12:01 PM