What are TDX ticket workflows and what can they do?

Summary

Basic information on what workflows are and what they can and cannot do.

Body

This article provides basic information about ticket workflows and what they can and cannot do.

Detailed Information

What is a workflow?

A workflow is a (branchable) sequence of assignable tasks, actions, and approvals. Put another way a workflow is a way to guide work on a ticket. A workflow is not a way to automate the work in a ticket.

What can it do

  • Can create tasks for others
  • Can do basic branching based on field values in ticket
  • Can ask questions and branch based on answer
  • Can send notifications (as email) to predefined recipients or ticket roles
  • Can request approvals and branch based on the outcome
  • Can pause for a pre specified amount of time before continuing

What can't it do

  • Cannot spawn new tickets
  • Cannot change status of ticket (except resolution at end)
  • Cannot do matching on partial strings 
  • Cannot cannot change ticket classification on the fly
  • Cannot (in most cases) pull data from other TDX applications other than tickets and service and act on it

Environment

  • Teamdynamix UMS:IT Ticketing

Details

Details

Article ID: 139813
Created
Thu 2/29/24 11:35 AM
Modified
Fri 3/1/24 8:51 AM
Applies To
Staff