Customizing Workflow Note Fields

Rocketship empowers you to customize and publish workflows, providing your team with flexible tools to encode and execute essential business processes within Autotask Ticket Insights. This article will guide you through the process, highlighting how you can tailor workflow notes and enhance their utility.

You can further customize workflow notes by renaming the note field and/or by including custom instructions when a user fills in the note. This is done in the Publish tab when editing Custom Workflows. Your options include:

• Require Note. Whether the user must supply a note when executing the workflow.
• Note Field Name. A custom name for the note field, e.g., “Parts#”.
• Note Field Description. Instructions to the user on how to populate the field. 

Following is an example where a custom workflow has been configured to require a note and the note field description has been customized:

• Related Articles

• Using SmartWorkflows in Rocketship: A Guide to Published Workflows

  SmartWorkflows in Rocketship offer a powerful toolset that not only facilitates various changes performed by Rocketship but also empowers you and your team to directly utilize them by “publishing” a workflow. In this knowledge base (KB) article, we ...

• Updating Autotask Ticket and Task User-Defined Fields (UDFs) via Rocketship Workflow Engine

  This knowledge base article provides a comprehensive guide on how to update Autotask Ticket and Task User-Defined Fields (UDFs) using the Rocketship workflow engine. It’s essential to note that this update process is limited to modifying ...

• Using the Service Call Monitor to Trigger Rocketship Workflows

  The Service Call Monitor allows you to trigger Rocketship Workflows based on conditions related to a service call. This is especially helpful for scenarios like flagging overdue appointments or taking action on service calls that are running long. ...

• Customizing the Workflow used by an Escalation Rule

  Workflows provide a powerful, and flexible, way for Rocketship to interact with PSAs such as Autotask, while providing you as the user the ability to fine-tune how Rocketship adapts to your business processes. Out-of-the-box, Rocketship is configured ...

• Clearing the Autotask Ticket Primary Resource via Rocketship Workflows

  This knowledge base article outlines the process of utilizing the newly enhanced workflow engine to clear the primary resource from an Autotask Ticket or Task. This enhancement offers users the ability to streamline resource management and optimize ...