Converting a TDX Ticket to the Correct Request Form and Adding a Workflow

Environment

TeamDynamix

Issue

How to convert a TeamDynamix ticket to a request and add a workflow

Resolution

Neighborhood IT - Service Center - Depot

  1. [Edit] the ticket and choose the correct Request Form from the Form drop-down list
    • Example: ITS-MiWorkspace IT Hardware Purchase - Form
    • Example: ITS-MiWorkspace Event Support - Form
    • Example: ITS-MiWorkspace Loaner Request - Form
  2. Fill out the fields that appear as a result of selecting the correct form
    • This is why adding a workflow to a generic request sometimes doesn’t work
    • The workflow is looking to key off fields that are empty
  3. Make sure to select the correct Service field - then [Save]
  4. Back on the general Request screen, choose [Actions] > Assign Workflow
    • Use the dropdown to choose the correct workflow
      • Example: MiWorkspace IT Hardware Purchase Workflow
      • Example: MiWorkspace Event Support Workflow
      • Example: MiWorkspace Loaner Request Workflow

Actions dropdown menu under General tab is highlighted and then Assign Workflow is highlighted at the very bottom of the drop-down list.

Additional Information

Short video about TeamDynamix workflows:  TeamDynamix - Working with Ticket Workflows (Subtitled)

For additional support, submit a request here: ITS-TeamDynamix Support.

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Details

Article ID: 4153
Created
Mon 12/14/20 1:17 PM
Modified
Wed 9/14/22 9:25 AM