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

Additional Information

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

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