Questions

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Approval Step notification

I inquiring about an Approval Step and if something is added to the description of an Approval step, if the description is included when the notification is sent to the approver?
2 Answers
Mathew Chandler Last activity on 11/30/2023 11:59:59 AM by Mathew Chandler

Mass update project request status without triggering notifications

Hello,
We have an area of the University that has traditionally leveraged the Portfolio Planning application to solicit project requests, but have never gone through the process of formally approving or rejecting the request. We have now wor...
1 Answer
Bill MacKenzie Last activity on 7/13/2023 3:21:29 PM by Mark Sayers

Approval step 'access denied'

Hello,
We have a request process that uses a workflow to get approval. We ran into a strange issue. In this scenario, there were 4 potential approvers (only 1 required). After the first approver had approved the ticket, the subsequent approve...
1 Answer
Mariah Rible Last activity on 6/14/2023 1:27:14 PM by Mark Sayers

Approval Step Force approval

What needs to be enable for someone to be able to force approval on an Approval Task?
Is it just the ability to Update Tasks, but not the Update my assigned tasks?
1 Answer
Mathew Chandler Last activity on 8/19/2021 2:03:32 PM by Mark Sayers

Ordering/configuring multiple approval steps in a approval workflow

Is there any way where the workflow can send mutliple approval steps to different approvers at one single time and not one after the other?
Example:
How we currently have a typical workflow approval set up: Approver 1 -> Approver 2 -&...
2 Answers
Gabriela Barragan Last activity on 10/21/2021 2:32:02 PM by Michael Press

Approver's comments not appearing for Requestors

If a client places a request that requires approval, and the approval is denied, the requester should be informed why the request was denied. So far, I have not found a way to do this.
In editing the notifications, I cannot find a template t...
1 Answer
Terri Edney Last activity on 2/12/2021 12:44:12 PM by Mark Sayers

Approval notification to client users

I'm using a ticketing workflow to have a ticket approved and once approved I want the requestor, a client user, to be notified who approved it and what time it was approved. That information is in the feed but is private so if I could make it no...
1 Answer
Kimberly Lawrence Last activity on 5/15/2020 3:04:36 PM by Mark Sayers

Project request approval steps

To whom may concern,
Regarding the project request approval steps there is one particular option that is our concern. The "Approve Request" is still active in the dropdown menu eve thou is not selected. Any ideas? Please assist.
...
1 Answer
Edgar Garcia Last activity on 11/27/2019 10:20:29 AM by Mark Sayers

Project Time Approval

Hello,
As part of our testing for Project Resource Management we added time off and time against proejcts in the Sandbox. From the approvers view we noticed that the approver has to approve time off as well as time logged against a project. I...
1 Answer
Catherine DeVito Last activity on 12/19/2018 10:40:46 AM by Mark Sayers

Approver not appearing on list

I am creating a workflow with a approval step. When I try to enter the person responsible for this step, I can not add them (I search for them, they do not show up).
They have a technicians license. Is there something I need to do so that ...
2 Answers
Mathew Chandler Last activity on 7/25/2018 12:39:57 PM by Mark Sayers

Workflow Approvals for Customers

I am trying to build an expense request form workflow. Is there a way to associate Customers as a "reports to" association for other Customers? Or, do all parties with approval authority need to be an application User?
1 Answer
Mark Sayers Last activity on 6/23/2017 3:10:11 PM by Mark Sayers

Is there a way to control the pop-up approval reminder in TDNext?

One of our units asked about the "Welcome to TeamDynamix You have: x items requiring your approval." message that pops up upon logging in. Due to the way a new workflow is set up, this unit will usually have approvals awaiting anyway,...
4 Answers
David Durling Last activity on 3/24/2017 2:39:53 PM by David Durling

Workflow step name change

Is it possible to change the name of the first workflow step "approval" which means it is waiting for approval? It is seen to be misleading from a client view and we wish to change the name of this step to waiting for approval.
1 Answer
Tanner Johnson Last activity on 11/15/2016 2:32:57 PM by Mark Sayers

Can Workflow branch around a step in the Project Request Workflow

It would be nice to have multiple paths in the Request workflow. We would like all requests end at the step before Approved. We have 5 steps. If we approve at any step, workflow goes to the Approve status where we cannot change anything. We would...
1 Answer
Barrie Sutton Last activity on 4/20/2016 4:34:04 PM by Jamey Stock

Location of workflow approval steps

Hello,
Did something change with where approval steps show when 9.3 was applied this weekend? A few of my users were looking for them in the My Assignments section and report, but they seem to have disappeared from that location. The only pla...
1 Answer
William Dowd Last activity on 3/9/2016 11:29:48 AM by Phil Curl

Submit Time Report for another User

I know you can add time to a task for someone else if you have the right setting applied to your security role. Is it possible to submit a time report on behalf of another user?
2 Answers
Andrew Lutzuk Last activity on 8/11/2021 10:45:57 AM by Katie Ingalls

Question on Report

I would like to write a report that gives me recently approved requests (these are new projects) within the last two weeks. Basically it should be every project that was converted from a request in the last two weeks.

What is the best way t...
1 Answer
Lisa Veloz Last activity on 11/12/2015 9:22:19 AM by Mark Sayers

Ticket workflow classification change

For the last two days since the 9.2 version upgrade our tickets have not been changed to a classification of incident during the approval process even though that is stated in the ticket workflow.
2 Answers
Dawn McIntosh Last activity on 11/12/2015 11:20:02 AM by Jamey Stock

Notifications for Ticket Workflow Approval Steps

Is it possible to have notifications sent to requestors (Client license), when their request is Approved/Rejected during an approval step in a ticket workflow?
For example, we have ticket workflows for website changes that contain Approval St...
1 Answer
Adam Smith Last activity on 10/19/2015 5:22:11 PM by Mark Sayers

Ticketing Workflow

When we reject an approval in the Ticketing Workflow it rejects the stage. Is there a way to have any approver approve or reject the stage.
Thus allowing other approvers to either approve or reject in the same stage.
Our end goal would be t...
1 Answer
Arnold Thiebaud Last activity on 9/22/2015 9:57:28 AM by Jamey Stock

Approval Workflow Not Working for back-Up Team member

I usually approve project requests and staff them. However I will be out of the office next week and I changed the workflow so that it will go to a group so another person can take care of this while I'm out. She (Erynn Frank) receives the emai...
1 Answer
Jennifer Ludwig Last activity on 9/11/2014 5:26:36 PM by Matt Sayers