General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

workflow Clear Tag Filter

Trouble with Web Service Parameter from Workflow

Greetings,
I'm having trouble invoking a web method using a parameter from a previous web method.
The first web method gets the asset from a ticket https://skagit.teamdynamix.com/TDWebApi/api/1271/tickets/{{id}}/assets Param...
1 Answer
Torstein Early Last activity on 5/23/2022 12:11:13 PM by Mark Sayers

Security Roles and Workflows

Hello,
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
2 Answers
David Mitchell Last activity on 4/26/2022 11:43:11 AM by David Mitchell

Notification to Users with Same "Reports To" Attrib

Is there a good way to generate a notification via workflow to all users with the same manager (reports to)?

It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
1 Answer
Naomi Langston Last activity on 4/7/2022 1:29:03 PM by Mark Sayers

Adobe Sign Integration

Hello, TDX Community:
I am hoping to build a workflow in TDX that will automatically pull Adobe Sign agreements (in PDF format) and attach them to tickets upon their completion.
I wanted to ask if there was a known library, Web API, or ot...
1 Answer
Anderson Hanchett Last activity on 4/4/2022 9:13:15 AM by Mark Sayers

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 inclu...
1 Answer
John Anderson Last activity on 3/17/2022 10:29:04 AM by Mark Sayers

Workflow API Call to Obtain Ticket Description

Good morning:
I have looked over the Web API for workflows and it seems that there is no method for obtaining a ticket's description.
I want to create a workflow that will reassign tickets to other applications if they have particular key...
1 Answer
Anderson Hanchett Last activity on 3/9/2022 1:58:40 PM by Mark Sayers

Workflow notification footer

In production, notifications generated in a workflow step have a footer about commenting with the ticket alphanumeric code. Can we customize the email to remove this?
e.g.
----TEAMDYNAMIX DO NOT ALTER OR REMOVE THIS CODE----
1tMH77...
1 Answer
David Tod Last activity on 3/7/2022 10:51:56 AM by Mark Sayers

Using Workflows to Assign Ticket Responsibility

Is there a way to use ticket workflows to assign tickets a new primary responsibility after a ticket task is completed? I have been experimenting with various types of step sin workflows, but it appears that only the tasks are assigned, but the t...
1 Answer
Anderson Hanchett Last activity on 2/28/2022 12:29:22 PM by Mark Sayers

Workflow approval step

It is possible that when an approval step is approved that it is changing the status of the ticket itself.
I did not think that this occurred, but I have reports that it is happening.
1 Answer
Mathew Chandler Last activity on 2/15/2022 10:54:53 PM by Mark Sayers

Is there a way for a workflow to change who the ticket is assigned to?

Hello,
I would like for a workflow to change the ticket assignment to an individual or group, based on approval or rejection of a step. Is this possible? I cannot seem to find an obvious option to make this happen. I also cannot find any answ...
1 Answer
Shenandoah Bennett Last activity on 1/26/2022 2:51:44 PM by Mark Sayers