Assigning ticket task in workflow to Requestor's Manager when Manager is not a TDNext user?

Can we assign a ticket task in a workflow to the ticket Requestor's Manager when Manager is not a TDNext user and have that Manager "complete" the task from the Client Portal?

Tags workflow
Asked by Michael Cyr on Wed 7/17/24 11:13 AM
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Answer (1)

This answer has been marked as the accepted answer
Brittany Renn Wed 7/17/24 12:08 PM

Hi Michael, 

Task Steps have to be assigned to an active user with access to the ticket app but you could assign an Approval or Choice Step to the Requestors Manager. 

Best,
Brittany Renn
TDX Support

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