Questions

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Searching Workflows for Approvers

Greetings!
I have a request to identify how many service requests we have in our system (and which ones) involve a certain approver. Is there an easy way to search the workflows to see which ones contain this user as an approver?
Thank yo...
1 Answer
Ted Stahl Last activity on 8/18/2022 12:09:30 PM by Mark Sayers

Removing a workflow

Is it possible to give an Enterprise user the ability to remove workflows in a ticketing application? The only thing I can find under the options for a Security Role is to be able to always approve a step, I cannot find anything on removing the ...
1 Answer
Mathew Chandler Last activity on 7/26/2022 1:20:41 PM by Mark Sayers

Workflow on SLA Violation

I need to be able to take action on a ticket after an SLA has breached that is something other than assigning to a specific person or group. I need to have a workflow run when this happens.
I've tried a number of things and right now I'm see...
1 Answer
Ken Stone Last activity on 7/19/2022 4:45:48 PM by Mark Sayers

Creating Ticket Template With Multiple Ticket Tasks

Hi there,
I have yet to find something that directly addresses what I want to do. I assume that I need to use the Workflow function to achieve this, but want to make sure.
When a new tech starts we have to grant them a bunch of accesses. ...
1 Answer
Damon Stennett Last activity on 6/20/2022 1:16:21 PM by Mark Sayers

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