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WorkFlow Help

Trying to create a workflow with onboarding, I am starting off simple and I am trying to generate a notification email based off of a selection of the service/form. Essentially it looks like this:
Start(Condition: custom attribute/is one of/tri...
2 Answers
Justin Goode Last activity on 10/30/2024 4:23:56 PM by Justin Goode

Workflow or Automation Rule that fires based off the Date Modified Field

We are trying to implement a way to automatically close tickets with assigned workflows when the approver on the current step does not act on the ticket within 7 days.
The condition workflow step does not offer the Modified Date field as an o...
1 Answer
Katelyn Bobbitt Last activity on 10/17/2024 3:29:33 PM by Brittany Renn

Workflow attachment notification

Hi All,
Wondering if there is a way to create a workflow to notify the responsible tech and/or group of a file attachment to a ticket either at the time of SR submission or after the fact.
1 Answer
Michael Rodriguez Last activity on 10/8/2024 4:00:58 PM by Mark Sayers

Workflow Activation

Hello,
I am wondering how workflows are activated and assigned if you have conditions set. Are the workflows constantly looking for tickets as soon as they come in if they meet conditions to then assign a workflow, or is there a certain time ...
2 Answers
Miranda Bielecki Last activity on 10/1/2024 11:43:19 AM by Miranda Bielecki

Possible to retain custom attributes when moving a ticket?

We are trying to move a ticket from one ticketing application to another, and that is working fine. But we want it to carry all of the custom attributes into the new application and that is not working. The new application has all of the releva...
1 Answer
Carly Born Last activity on 8/15/2024 11:44:35 AM by Mark Sayers

Workflow need to compare requestor and approver

Hi,
I have a current workflow and need to add a step to check to see if the person who requested a purchase service is the approver. Accounting laws don't permit these to be the same person, but I can't see to find a workflow step that woul...
1 Answer
Greg Serafinus Last activity on 8/14/2024 4:41:10 PM by Brittany Renn

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?
1 Answer
Michael Cyr Last activity on 7/17/2024 12:08:31 PM by Brittany Renn

Requesting Guidance for Outlook Calendar Integration

We are attempting to create an integration between TeamDynamix and Outlook calendars. Our objective is to add a step to our Request for Change workflow that will add a calendar event at the date/time listed as a ticket attribute with the TDX tick...
1 Answer
Anderson Hanchett Last activity on 7/16/2024 9:19:22 AM by Mark Sayers

Choice Field Custom Attribute in body of Create Second Ticket Web Service Method Autopopulate from original ticket.

Good Morning again, and hopefully the last time for a while,

In the Create Second Ticket Web Service method, I want to pull a custom attribute choice field filled out by the end user over to the new ticket.
Ex. I have a drop down Ch...
1 Answer
Irene Muller Last activity on 7/11/2024 4:16:32 PM by Brittany Renn

How do I Change Responsible on Second ticket created in a workflow but not the original?

Good Morning Again ( I assume Mark and Brittany will respond, to which I say Hello!),
Day 3 of working with Web service methods and Workflows and I have a new question. I have a workflow web service method that creates a second ticket. I'd li...
1 Answer
Irene Muller Last activity on 7/10/2024 10:12:37 AM by Mark Sayers

Combined Task and Workflow Step Report

I've noticed that some technicians are missing workflow steps and or tasks. Can I create a single report that contains incomplete workflow steps and tasks regardless of ticket status? Or do you have another approach?
1 Answer
John Anderson Last activity on 6/20/2024 4:36:19 PM by Mark Sayers

Workflow approver

Hello!
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...
1 Answer
Michael Rodriguez Last activity on 5/21/2024 9:07:53 AM by Mark Sayers

Assigning a ticket to the CI owner group

Here's what we're trying to do:
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...
1 Answer
Steve Cade Last activity on 5/20/2024 4:46:42 PM by Mark Sayers

KB Workflow

Hello!
Anyone know if it would be possible to create a approval workflow for KBs? It doesn't look like there is a way to attach a workflow to KBs. If not, are there any recommendations on automating an approval process?
1 Answer
Michael Rodriguez Last activity on 5/10/2024 4:10:37 PM by Mark Sayers

Adding images to workflow Notification steps

Hi,
Is it possible to add an image to the Notification email sent out via a Notification step in a workflow? We'd like the notification to include our logo and were wondering if it's possible.

Thanks,
Erin
1 Answer
Erin Tramble Last activity on 4/24/2024 11:02:44 AM by Mark Sayers

Workflow Notification Step

Hi all,
Can someone please help me understand the what the purpose of the Recipient Role(s) selection in the notification step? Looks like it isn't required. Thank you.
1 Answer
Michael Rodriguez Last activity on 2/21/2024 8:10:05 AM by David Tod

Workflow feed entry visibility

Is there a way to make workflow feed entries, such as "X approved this request" not private on the ticket feed? We have some approvers who want to see the approval history on a ticket.
1 Answer
Mariah Rible Last activity on 2/5/2024 12:51:51 PM by Mark Sayers

Clear or Force Updating the Required Type Field

We've implemented new Type categorization. We have a generic Type that we use as a placeholder for email intake. We would like our staff to always update the Type on the ticket after submission. Is there a way to force our staff to update this fi...
1 Answer
Julien Rossow-Greenberg Last activity on 1/25/2024 11:26:31 AM by Mark Sayers

Retrieving User Location from API

Hello,
I am currently working on a workflow where I am hoping to send a notification to a specific group based of a users location. The issue I am having is that the it is not the requestors location that I am needing, but a users that the re...
1 Answer
Tuscun McFarlen Last activity on 11/22/2023 9:29:19 AM by Mark Sayers

Getting an Email from a Person attribute

I have a form where the user selects an "affected account" which is a person attribute. Then, I have a workflow that needs to send a notification, and the notification body must include the email of the "affected account". However, the person fie...
2 Answers
Tamara Buch Last activity on 10/25/2023 12:28:39 PM by Tamara Buch

Workflow Tasks showing under "Awaiting Approval"

I have a form that is used for laptop repairs and technicians go through a list of inspections and mark if components work. When the ticket is submitted the workflow checks if any of the fields were marked as "repair needed" and then creates a ta...
1 Answer
Tyler Steele Last activity on 10/18/2023 11:00:08 AM by Mark Sayers

Workflow Timer Step

Hello everyone, is there a known issue with the Timer service in TDX Workflows?
I have a 1 minute timer in a couple different workflows, but it never takes 1 minute. It usually takes about 5 minutes, but I've seen it take over 10 minutes as w...
1 Answer
Tamara Buch Last activity on 10/11/2023 4:31:03 PM by Mark Sayers

Report for Workflow Approvals

Is there a way to get a report that will show all workflow approvals and who was the user that approved it?
I'm trying to get a count on who is the majority approver for our workflows, but I'm only seeing the ability to get a report on Workfl...
1 Answer
Nathan Ignatz Last activity on 8/15/2023 2:22:40 PM by Brittany Renn

Creating a new ticket in a separate ticketing app with workflow

Is there a way to have a workflow in App A create a ticket in App B without using web services or iPaaS?
1 Answer
Jason Rider Last activity on 8/11/2023 11:21:20 AM by Brittany Renn

I have a new form that does not allow workflow to be assigned.

Assign workflow is not in the Actions list. It is a Public form.
1 Answer
JAMES HOUSEHOLDER Last activity on 8/3/2023 8:57:59 AM by Brittany Renn