Hi everyone, I’m facing a recurring situation in TOPdesk and I’d like to know if anyone has encountered something similar or found a workable solution.
In several workflows, I need the operator to finalize a call or activity only after providing specific information — essentially like a mandatory form before completion.
The issue is that TOPdesk does not natively offer a feature that forces the operator to fill in these details at the moment of closing the call/activity.
I also cannot simply make the optional fields mandatory, because the information required varies across many different workflows and topics. Each process has its own set of specific data that must be collected, so making a field globally required would break other flows.
Ideally, TOPdesk would have configurable pop‑ups triggered by specific events, where I could build a customized form integrated with an action sequence. That would perfectly address the requirement.
So far, the closest I’ve come to a solution has been:
- Creating an additional tab with HTTP actions using the Assets module (works partially);
- Integrating with Five Stars Review (complex setup and quite limited);
- Integrating with Microsoft Teams — which actually fulfills 100% of the need, but requires the operator to leave TOPdesk to complete the form, negatively impacting the user experience.
My question is:
Has anyone needed something similar and found a more practical way to require operators to fill in specific data before closing a call/activity?
Or does anyone know if TOPdesk has this kind of functionality planned on their roadmap?
Thanks!
