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.

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Email monitor vs automation rule

Hi!
When an email monitor captures an incoming ticket will automation rules get to it first? If I set the responsible group in the email monitor, will automation rules leave it alone? Could I leave the responsible group in the monitor blank a...
1 Answer
Michael Rodriguez Last activity on 10/9/2023 9:09:31 AM by Brittany Renn

Automation Rules: Assign to a set of users directly

Hello!
Can some explain if an automation rule can assign to a set of individuals instead of a group provided all the conditions are met. I am preparing for implementation and do not have access yet.
Thank you!
1 Answer
Michael Rodriguez Last activity on 9/7/2023 10:31:14 AM by Brittany Renn

Automation Rule to Set Requestor

Good morning:
I wanted to ask if there is a way to use automation rules to set a requestor for specific services or forms if the requestor is not set? I see that there is a filter that can fit these criteria in Automation Rules, but there doe...
1 Answer
Anderson Hanchett Last activity on 3/14/2023 2:31:44 PM by Mark Sayers

Scheduled Ticket Delays and Report Delivery Delays for Weekends

Hello again:
I have been able to set up a scheduled ticket for the first of each month. I wanted to ask if there would be a way to delay creation of such tickets (as well as email delivery of ticket reports) for the following Monday if the fi...
1 Answer
Anderson Hanchett Last activity on 3/1/2022 9:41:02 AM by Mark Sayers