DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Request more information (forms request)
Enable or Disable the 'Something Else' Option
DeskDirector Forms - Sections and Conditionals
Ticket Title Automation
Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with the Menu System
Menu System - Changes to the Portal UI
Email Notifications Overview
Setup email template for Approval and Mail Login Token
Setup Email Notifications for Ticket Updates
Get Started with Email Template Engine - DeskDirector
Useful Learning Center Tips - Adding files from Google and Dropbox
Getting Started with the Learning Center
How to change the name of the Learning Center
Learning in DeskDirector
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
Quotes & Invoices
Branding & Customization
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
Branding - Logo
Theming in DeskDirector
New Features and UI Designs
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Troubleshooting your DeskDirector Portal installation
Differences Between Portal for Desktop v2 and v3
DDPortal removal tool - uninstalling Windows portals
Portal for Mac
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
FastTrack in DeskDirector
Contact Creation Rule
Customer Closed Tickets.
Browser Support for portal
Change Ticket Status when Customer Adds Note
Diagnose Portal for Desktop
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Ticket Description missing on ConnectWise emails
Creating an integrator resource in Autotask
My customer is seeing deleted tickets in portal
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
How to setup the DeskDirector Flow Connector
How to share the DeskDirector Flow Connector
DeskDirector Flow Connector Reference
DeskDirector Flow Connector Ticket Event Payload Reference
Flow integration example - Microsoft Teams notifications
Flow integration example - workflow with user interactions
Common WuFoo errors
Changing the Summary of Wufoo Tickets
Creating your first Wufoo form
Adding Wufoo Forms To Request Support
Getting started with WuFoo Forms
Debugging Your Wufoo Integration
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Advanced Use Case
Updated by Andy Chen
In this example, we will setup an approval flow that interacts with users.
This article shows you the one of the applications of the DeskDirector Flow Connector. Follow this article to learn how to setup the connector if you haven't already.
The flow is trigger by approval required. (the details are not covered in the example)
- Create workflow user options
- This action create an action link that can be sent to your user to get response.
- This is also call From-the-Fields actions (FTF)
- Send an email
- The action link is sent in an email in this example.
- A web page with actions will be opened when users click on the link.
- Wait for a workflow response
- The flow wants for a response from user or response expiration.
- Check if the response expired
- Cancel the flow
- Handle response
- Handle the user response
- Create a new flow with a desired trigger.
- Create a new action Create workflow user options from the DeskDirector connector.
The following image shows how the action input maps to the user response page.
- Create a new action Send an email to send the action link.
Use the popupUrl dynamic value in the email's body from the last step.
- Create the action Wait for a workflow response from the DeskDirector connector.
This action is under the Triggers tab.
Specify the ID from step 2 Create workflow user options.
- Check if the response expired.
Use the isExpired dynamic value from last step.
- Handle response.
Use the selectedOption from step 4 (Wait for a workflow response).
The completed flow looks like this.