Dynamic Approval Step Assignment

We have a workflow with several approval steps.  The person responsible for each approval step will change based on selections from attributes in the form.  I am reading the documentation .../TDWebApi/Home/type/TeamDynamix.Api.Tickets.WorkflowSteps.TicketWorkflowStepReassignRequest.  How would I be able to obtain the necessary StepID and UserId from the custom attributes in the ticket and patch the approval step in the workflow?  I am reading "This action can only be performed by special key-based administrative service accounts and not standard TeamDynamix users. "  Does that mean this is not possible using a web service method?

Asked by Scott Cory on Wed 5/3/23 1:51 PM
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Answers (3)

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Scott Cory Wed 5/3/23 2:12 PM

Maybe we can just use condition steps and branches that contain approval steps?

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You could do condition steps sure, then based on which condition step evaluates as true it would have a corresponding Approval step to activate for the correct person to approve it. You could also use a web service method that assigns another workflow if that was to be necessary. There *is* an endpoint for doing that as well. - Mark Sayers Wed 5/3/23 2:22 PM
Thank you Mark, I also realized we could use Automation Rules to assign a corresponding workflow as an option. - Scott Cory Wed 5/3/23 2:24 PM
Yes that for sure could work too. - Mark Sayers Wed 5/3/23 2:25 PM
probably easiest to manage everything withing a single workflow using conditionally branched approval steps. ;) - Scott Cory Wed 5/3/23 2:25 PM
Scott Cory Wed 5/3/23 2:11 PM

Would it be possible to create multiple workflows containing the pre-assigned approval steps, and then use a Web Service Method to assign the correct workflow to the ticket based on values of the custom attributes?

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Mark Sayers Wed 5/3/23 1:55 PM

Hi Scott,

Any endpoint that can only be utilized by the key-based administrative service account is not usable by a web service method. I also don't know that an approval step can be changed via an API call seeing that it can't be modified mid workflow by hand currently.

Sincerely,

Mark Sayers
Sr Support Consultant

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