Workflow Step to Update a Field in Ticket
Is it possible to add a step to a workflow that checks a box or sets a dropdown field to a specific value? When I click New Step, I'm not seeing a Type that will let me do this sort of thing.
Asked by Mike Schuster
on Wed 7/20/22 3:46 PM
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Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Wed 7/20/22 4:01 PM
Hello Mike,
You can run a web service method type step where the method in question makes a PATCH call to update the field in question with the desired value.
You can read about the PATCH endpoint here: https://support.gmhec.org/TDWebApi/Home/AboutPatching
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Hi Mark. I have 3 web service methods for Slack messages. I see that the header key and value are the same. What do I put for the URL for the Patch call? Do I need anything in parameters or authentication?
- Mike Schuster
Wed 7/20/22 4:16 PM
If you are creating web service methods in TDAdmin of your ticketing app, you do not need to specify Headers because we handle that by you specifying the auth account is a TDX type auth account.
You only need Parameters if you need to source a value from somewhere (like the App ID or the ticket ID, which the latter seems like one you want to get from the ticket directly). Authentication should be whatever auth account you created. If you are unsure about how to create web service methods here is a great article on getting started with those: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=50115 - Mark Sayers Wed 7/20/22 4:45 PM
You only need Parameters if you need to source a value from somewhere (like the App ID or the ticket ID, which the latter seems like one you want to get from the ticket directly). Authentication should be whatever auth account you created. If you are unsure about how to create web service methods here is a great article on getting started with those: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=50115 - Mark Sayers Wed 7/20/22 4:45 PM
We have a Web Service Auth Account created already. The TeamDynamix Web API URL value is https://support.gmhec.org/TDWebApi/. It's being used in several web service methods. There are workflows that use those methods to move a ticket from one application to another.
Can I use that web service auth account in a new method with the patch call? Maybe the URL would be this? -
https://support.gmhec.org/TDWebApi/api/49/tickets/{{id}}
I don't see anything that describes how to build the URL. - Mike Schuster Wed 7/20/22 4:58 PM
Can I use that web service auth account in a new method with the patch call? Maybe the URL would be this? -
https://support.gmhec.org/TDWebApi/api/49/tickets/{{id}}
I don't see anything that describes how to build the URL. - Mike Schuster Wed 7/20/22 4:58 PM
You can use a web service auth account in multiple web service methods, yes (assuming that TDX account backing it has all the permissions needed to do whatever you're trying to call via the API).
The URL formatting for all ticketing endpoints are listed here: https://support.gmhec.org/TDWebApi/Home/section/Tickets
Specifically the PATCH endpoint's URL is formatted like so: https://support.gmhec.org/TDWebApi/api/{appId}/tickets/{id}?notifyNewResponsible={notifyNewResponsible} though the notifyNewResponsible part at the end is completely optional. - Mark Sayers Thu 7/21/22 8:57 AM
The URL formatting for all ticketing endpoints are listed here: https://support.gmhec.org/TDWebApi/Home/section/Tickets
Specifically the PATCH endpoint's URL is formatted like so: https://support.gmhec.org/TDWebApi/api/{appId}/tickets/{id}?notifyNewResponsible={notifyNewResponsible} though the notifyNewResponsible part at the end is completely optional. - Mark Sayers Thu 7/21/22 8:57 AM