Checking if a Requestor is an Employee in a Condition Workflow Step

Good morning,

I'm working on various TDX workflows where, early on, we'd like to use a Condition step to check if an employee is making the request. 

On TDX's User records, there is a checkbox for, "This user is an employee" (within the user record's 'General' tab, and in the 'Capacity' section), but the Condition workflow step doesn't indicate that checkbox a as a selectable item under the 'Requestor' section. Is there maybe a different area of the Condition step's options that I'm missing that might pull in that checkbox's value?

Another option that I've considered (depending on the answer to the above question) might be to create a TDX API call to get that checkbox's value, and then store the result in a hidden custom field, which I'd then use in a Condition step.

Any advice on how to use the value of that checkbox (if it's even possible) would be appreciated.

Currently, as a workaround, we've been using a Choice workflow step for the ticket's responsible technician to manually check if the Requestor is an employee, but we'd like to automate that step if it's possible using a value that's already stored in the TDX User record.

Thank you.

Nate

Asked by Nate Sakovitch on Fri 2/10/23 9:08 AM
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Answer (1)

This answer has been marked as the accepted answer
Brittany Renn Fri 2/10/23 9:56 AM Last edited Fri 2/10/23 9:56 AM

Hi Nate, 

You're correct that "is Employee" is not a value that can be checked under the Requestor section of a workflow condition step. I think the best way to achieve this, is exactly what you mentioned about having some custom attribute that inputs an "is employee" value on the ticket and then use that custom attribute as the condition on that step. I would also suggest submitting an Enhancement Request for this feature, if that is something you'd like to see considered in future versions: https://solutions.teamdynamix.com/TDClient/Requests/ServiceDet?ID=2148

Please let me know if you have further questions! 

Best,

Brittany Renn

TDX Support

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