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        <title><![CDATA[Cireson & Tikit Knowledge Articles]]></title>
        <description><![CDATA[Cireson & Tikit Knowledge Articles]]></description>
        <link>https://kb.cireson.com</link>
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        <lastBuildDate>Sun, 16 Aug 2026 09:00:40 GMT</lastBuildDate>
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        <pubDate>Sun, 16 Aug 2026 09:00:40 GMT</pubDate>
        <copyright><![CDATA[2026 Cireson & Tikit Knowledge Articles]]></copyright>
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            <title><![CDATA[Enable Audit History]]></title>
            <description><![CDATA[Audit History allows you to track changes made to Asset Management records. This article covers enabling auditing, configuring tables and columns for auditing, and reviewing audit history data.



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ENABLE ...]]></description>
            <link>https://kb.cireson.com/how-to-an22g1a6/post/enable-audit-history-wvn1nKajGZpuDVY</link>
            <guid isPermaLink="true">https://kb.cireson.com/how-to-an22g1a6/post/enable-audit-history-wvn1nKajGZpuDVY</guid>
            <dc:creator><![CDATA[James Nuamah]]></dc:creator>
            <pubDate>Wed, 01 Jul 2026 11:26:53 GMT</pubDate>
            <content:encoded><![CDATA[<p>Audit History allows you to track changes made to Asset Management records. This article covers enabling auditing, configuring tables and columns for auditing, and reviewing audit history data.</p><div data-type="table-of-content"></div><p></p><hr><p></p><h2 class="text-xl" data-toc-id="4be9906b-cbc6-4307-922a-f74f9185b3fd" id="4be9906b-cbc6-4307-922a-f74f9185b3fd">Enable Auditing In Your Environment</h2><p>Before audit data can be captured, auditing must first be enabled within your Power Platform environment.</p><ol><li><p>Navigate to <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://admin.powerplatform.microsoft.com/security/compliance">https://admin.powerplatform.microsoft.com/security/compliance</a> and click on "Auditing"</p></li></ol><figure data-align="center" data-size="best-fit" data-id="IP4myANZN8eHP48V3STgL" data-version="v2" data-type="image"><img data-id="IP4myANZN8eHP48V3STgL" src="https://tribe-s3-production.imgix.net/IP4myANZN8eHP48V3STgL?auto=compress,format"></figure><p></p><ol start="2"><li><p>Select the environment where Asset Management is installed and click "Set up auditing"<br></p><figure data-align="left" data-size="best-fit" data-id="KHFVDQjHHIZI7TIYR62N0" data-version="v2" data-type="image"><img data-id="KHFVDQjHHIZI7TIYR62N0" src="https://tribe-s3-production.imgix.net/KHFVDQjHHIZI7TIYR62N0?auto=compress,format"></figure><p></p></li><li><p>Enable Auditing, clear "Common entities across Dynamics 365" and then click save<br></p><figure data-align="left" data-size="best-fit" data-id="WkSdKwZXF1YjwAfJJrt9F" data-version="v2" data-type="image"><img data-id="WkSdKwZXF1YjwAfJJrt9F" src="https://tribe-s3-production.imgix.net/WkSdKwZXF1YjwAfJJrt9F?auto=compress,format"></figure></li></ol><p></p><hr><p></p><h2 class="text-xl" data-toc-id="75bfb3e4-94cc-4eb0-850b-c296df58f12e" id="75bfb3e4-94cc-4eb0-850b-c296df58f12e">Configure Tables and Columns</h2><p>Once auditing has been enabled, configure the Asset Management tables and columns you would like to track.</p><ol><li><p>Navigate to <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://make.powerapps.com/entities">https://make.powerapps.com/entities</a></p></li><li><p>Select "All", search for "Hardware Asset" , open the table and select "Properties"<br></p><figure data-align="center" data-size="best-fit" data-id="tlU7cpJ196NtN1jrgqnw5" data-version="v2" data-type="image"><img data-id="tlU7cpJ196NtN1jrgqnw5" src="https://tribe-s3-production.imgix.net/tlU7cpJ196NtN1jrgqnw5?auto=compress,format"></figure><p></p></li><li><p>Expand "Advance options" , enable "Audit changes to its data" then save the table<br></p><figure data-align="left" data-size="best-fit" data-id="1i7juKXIA48a0Zn1bXPKl" data-version="v2" data-type="image"><img data-id="1i7juKXIA48a0Zn1bXPKl" src="https://tribe-s3-production.imgix.net/1i7juKXIA48a0Zn1bXPKl?auto=compress,format"></figure><p></p></li><li><p>Open the Hardware Asset table and select "Columns" in the Scheme box.<br></p><figure data-align="center" data-size="best-fit" data-id="zc5BEQ3Uc3Dcz8H2tUQvm" data-version="v2" data-type="image"><img data-id="zc5BEQ3Uc3Dcz8H2tUQvm" src="https://tribe-s3-production.imgix.net/zc5BEQ3Uc3Dcz8H2tUQvm?auto=compress,format"></figure><figure data-align="left" data-size="best-fit" data-id="3T7coiYq6VzUYVui63ZkE" data-version="v2" data-type="image"><img data-id="3T7coiYq6VzUYVui63ZkE" src="https://tribe-s3-production.imgix.net/3T7coiYq6VzUYVui63ZkE?auto=compress,format"></figure><p></p></li><li><p>Select "All Columns" and click "Advanced Options" -&gt; "Enable Auditing" for every column you want to audit</p></li></ol><figure data-align="center" data-size="best-fit" data-id="ry5nINd7NZwry41bLl8SK" data-version="v2" data-type="image"><img data-id="ry5nINd7NZwry41bLl8SK" src="https://tribe-s3-production.imgix.net/ry5nINd7NZwry41bLl8SK?auto=compress,format"></figure><p></p><hr><p></p><h2 class="text-xl" data-toc-id="7b66da89-bddc-4848-a7da-8adde1b0848b" id="7b66da89-bddc-4848-a7da-8adde1b0848b">View Audit Data</h2><p>After auditing has been configured, you can review historical changes using the built-in audit views.</p><ol><li><p>Navigate to <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://make.powerapps.com/apps">https://make.powerapps.com/apps</a><br></p></li><li><p>Select All. Hover over "Power Platform Environment Settings" and click "Play"<br></p><figure data-align="center" data-size="best-fit" data-id="5HaaRyuD9dRNvyoNKxcc2" data-version="v2" data-type="image"><img data-id="5HaaRyuD9dRNvyoNKxcc2" src="https://tribe-s3-production.imgix.net/5HaaRyuD9dRNvyoNKxcc2?auto=compress,format"></figure><p></p></li><li><p>Navigate to "Auditing" -&gt; "Audit Summary View"</p><figure data-align="center" data-size="best-fit" data-id="uybG7eGdZRBcoWtmvNNQ2" data-version="v2" data-type="image"><img data-id="uybG7eGdZRBcoWtmvNNQ2" src="https://tribe-s3-production.imgix.net/uybG7eGdZRBcoWtmvNNQ2?auto=compress,format"></figure><p></p></li><li><p>The Audit Summary View displays all audit records for the environment. Use the available filters to narrow results by Entity Type (for example, Hardware Asset) or Record (for example, LAP-001)</p><p></p><p></p><p></p><p>Select the "Go to record" icon on the right-hand side of an audit record to view the full change history and audit information.</p><p></p><figure data-align="left" data-size="best-fit" data-id="Qt75i60Zh7xwVeREikVgi" data-version="v2" data-type="image"><img data-id="Qt75i60Zh7xwVeREikVgi" src="https://tribe-s3-production.imgix.net/Qt75i60Zh7xwVeREikVgi?auto=compress,format"></figure></li></ol><figure data-align="left" data-size="best-fit" data-id="JhyGyAWpCxGYRHd9b6HSY" data-version="v2" data-type="image"><img data-id="JhyGyAWpCxGYRHd9b6HSY" src="https://tribe-s3-production.imgix.net/JhyGyAWpCxGYRHd9b6HSY?auto=compress,format"></figure><p></p>]]></content:encoded>
        </item>
        <item>
            <title><![CDATA[Configuring InTune App Registration]]></title>
            <description><![CDATA[InTune sync reads information from your InTune environment and either creates or updates existing Assets within your environment by matching the azureADDeviceID property.

To synchronize InTune devices ...]]></description>
            <link>https://kb.cireson.com/setup-guides-b7zne1pu/post/configuring-intune-app-registration-8EqEPHVlc0WYaCb</link>
            <guid isPermaLink="true">https://kb.cireson.com/setup-guides-b7zne1pu/post/configuring-intune-app-registration-8EqEPHVlc0WYaCb</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Thu, 16 Apr 2026 19:44:53 GMT</pubDate>
            <content:encoded><![CDATA[<p>InTune sync reads information from your InTune environment and either creates or updates existing Assets within your environment by matching the <strong>azureADDeviceID </strong>property.</p><p>To synchronize InTune devices with Tikit Asset Management, you will need to setup an App Registration within your Azure tenant and set those values in Asset Management settings. We need the Azure <strong>Tenant ID, Intune App ID, and InTune Secret.</strong></p><figure data-align="center" data-size="best-fit" data-id="R7JvD5rbtTjovZ3MZHVZS" data-version="v2" data-type="image"><img data-id="R7JvD5rbtTjovZ3MZHVZS" src="https://tribe-s3-production.imgix.net/R7JvD5rbtTjovZ3MZHVZS?auto=compress,format"></figure><p></p><h2 class="text-xl" data-toc-id="69ed55b0-7dbf-4d97-8105-5eaefd3b4072" id="69ed55b0-7dbf-4d97-8105-5eaefd3b4072">Register an Application within Azure</h2><ol><li><p>Navigate to <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps">Azure Portal - App Registrations</a> to view app registrations within your tenant. If you cannot see or create App Registrations, you will need more permissions or an Azure Administrator within your organization to continue.</p></li><li><p>Click on <strong>New registration</strong></p></li></ol><figure data-align="center" data-size="best-fit" data-id="7Jd3USrFNYwAD8JnXafyX" data-version="v2" data-type="image"><img data-id="7Jd3USrFNYwAD8JnXafyX" src="https://tribe-s3-production.imgix.net/7Jd3USrFNYwAD8JnXafyX?auto=compress,format"></figure><ol start="3"><li><p>Fill out the following form:</p><ol><li><p>Name: Give the application a memorable name such as "Tikit Intune Asset Sync"</p></li><li><p>Supported account types: Leave selected as "Single tenant only"</p></li><li><p>Leave Redirect URIs blank</p></li></ol></li></ol><figure data-align="center" data-size="best-fit" data-id="xcaJc4WIhnEKprdzvH4XR" data-version="v2" data-type="image"><img data-id="xcaJc4WIhnEKprdzvH4XR" src="https://tribe-s3-production.imgix.net/xcaJc4WIhnEKprdzvH4XR?auto=compress,format"></figure><p></p><ol start="4"><li><p>Click <strong>Register</strong></p></li></ol><h3 class="text-lg" data-toc-id="0bd12f3e-85cc-4b25-a631-ae26db6040be" id="0bd12f3e-85cc-4b25-a631-ae26db6040be">Configuring API Permissions</h3><ol><li><p>On the next page, navigate to <strong>API Permissions </strong>and click <strong>Add a permission</strong></p></li></ol><figure data-align="center" data-size="best-fit" data-id="XLLwi1dmvGNgwXfrH96r3" data-version="v2" data-type="image"><img data-id="XLLwi1dmvGNgwXfrH96r3" src="https://tribe-s3-production.imgix.net/XLLwi1dmvGNgwXfrH96r3?auto=compress,format"></figure><ol start="2"><li><p>Click on <strong>Microsoft Graph</strong></p><p></p></li><li><p>Then click <strong>Application permissions</strong></p></li></ol><p></p><figure data-align="center" data-size="best-fit" data-id="OnwvvYS35DKbYTFdyJPBC" data-version="v2" data-type="image"><img data-id="OnwvvYS35DKbYTFdyJPBC" src="https://tribe-s3-production.imgix.net/OnwvvYS35DKbYTFdyJPBC?auto=compress,format"></figure><p></p><ol start="4"><li><p>Search for <strong>DeviceManagementManagedDevices.Read.All </strong>and check it off then click on <strong>Add permissions</strong></p></li></ol><figure data-align="center" data-size="best-fit" data-id="JHybGM2rhs5g7GNq0BThy" data-version="v2" data-type="image"><img data-id="JHybGM2rhs5g7GNq0BThy" src="https://tribe-s3-production.imgix.net/JHybGM2rhs5g7GNq0BThy?auto=compress,format"></figure><p></p><ol start="5"><li><p>Click on <strong>Grant admin consent for TENANT, </strong>where TENANT is the name of your organization</p></li></ol><figure data-align="center" data-size="best-fit" data-id="V6tKVaFDgKb9hxCLB9MdW" data-version="v2" data-type="image"><img data-id="V6tKVaFDgKb9hxCLB9MdW" src="https://tribe-s3-production.imgix.net/V6tKVaFDgKb9hxCLB9MdW?auto=compress,format"></figure><p></p><h3 class="text-lg" data-toc-id="48440084-916f-45f6-87c0-b5f5dee1f878" id="48440084-916f-45f6-87c0-b5f5dee1f878">Configure a Secret</h3><p>A secret is akin to a password. In this context, the secret grants the ability to <strong>read</strong> all InTune device data.</p><ol><li><p>Click <strong>New client secret</strong></p></li></ol><figure data-align="center" data-size="best-fit" data-id="weP01ZZsVXD4LeVWyOnTQ" data-version="v2" data-type="image"><img data-id="weP01ZZsVXD4LeVWyOnTQ" src="https://tribe-s3-production.imgix.net/weP01ZZsVXD4LeVWyOnTQ?auto=compress,format"></figure><p></p><ol start="2"><li><p>Provide a description and set an expiration date, then click <strong>Add</strong></p><p></p><figure data-align="center" data-size="best-fit" data-id="D6kABefA43X6s6ixY921R" data-version="v2" data-type="image"><img data-id="D6kABefA43X6s6ixY921R" src="https://tribe-s3-production.imgix.net/D6kABefA43X6s6ixY921R?auto=compress,format"></figure><p></p></li><li><p>With your secret created, the <strong>Value </strong>field will only be shown once. If you forget or navigate away from the page, you cannot recover the value. You must repeat these steps and create a new secret.</p><p></p><figure data-align="center" data-size="best-fit" data-id="k1Oj7CdIgpJmUMhslIz7X" data-version="v2" data-type="image"><img data-id="k1Oj7CdIgpJmUMhslIz7X" src="https://tribe-s3-production.imgix.net/k1Oj7CdIgpJmUMhslIz7X?auto=compress,format"></figure></li></ol><p>This value is your <strong>Intune Secret </strong>paste the value into your Asset Management settings and save.</p><p></p><h3 class="text-lg" data-toc-id="8c362087-71d4-47a8-be5f-743acb9e5075" id="8c362087-71d4-47a8-be5f-743acb9e5075">Obtain your Azure Tenant ID and App ID</h3><p>Finally, we need to obtain the App ID (client ID) and Tenant ID (directory ID)</p><ol><li><p>Navigate to <strong>Overview</strong></p></li></ol><figure data-align="center" data-size="best-fit" data-id="InbPO0xErAzr4lF1Lu0iE" data-version="v2" data-type="image"><img data-id="InbPO0xErAzr4lF1Lu0iE" src="https://tribe-s3-production.imgix.net/InbPO0xErAzr4lF1Lu0iE?auto=compress,format"></figure><ol start="2"><li><p>Copy the <strong>Application (client) ID </strong>and paste it into the <strong>Intune App ID </strong>field within Asset Management</p></li><li><p>Copy the <strong>Directory (tenant) ID </strong>and paste it into the <strong>Tenant ID </strong>field within Asset Management</p></li><li><p>Click to save the settings</p></li></ol><p></p><p>The InTune Connector runs every 24 hours at 1am relative to your time zone.</p>]]></content:encoded>
        </item>
        <item>
            <title><![CDATA[Forms]]></title>
            <description><![CDATA[Forms provide a way to get more information from your users whether they are asking for more permissions or agents submitting change requests. In combination with Templates, you can use one or many ...]]></description>
            <link>https://kb.cireson.com/tikit-in-web-2ebl812x/post/forms-Arn4ceLFHmHdhL2</link>
            <guid isPermaLink="true">https://kb.cireson.com/tikit-in-web-2ebl812x/post/forms-Arn4ceLFHmHdhL2</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Tue, 14 Apr 2026 21:29:35 GMT</pubDate>
            <content:encoded><![CDATA[<p>Forms provide a way to get more information from your users whether they are asking for more permissions or agents submitting change requests. In combination with Templates, you can use one or many forms on a single Template</p><div data-type="table-of-content"></div><p></p><p>To create a Form to add to your Template, head into the <strong>Forms </strong>section.</p><figure data-align="center" data-size="best-fit" data-id="axpRFizSkGi8VpevPhKDL" data-version="v2" data-type="image"><img data-id="axpRFizSkGi8VpevPhKDL" src="https://tribe-s3-production.imgix.net/axpRFizSkGi8VpevPhKDL?auto=compress,format"></figure><ol><li><p>Then click on <strong>+ New Form</strong></p></li><li><p>Once on the <strong>Add a Form</strong>&nbsp;step, select to create a form from scratch or start with a predefined form. To use a predefined form, select <strong>Start with predefined form</strong>, then select an option from the <strong>Predefined Forms</strong>&nbsp;section.</p></li></ol><figure data-align="center" data-size="best-fit" data-id="OKk0V3oxPAsrU7UMpWwnY" data-version="v2" data-type="image"><img data-id="OKk0V3oxPAsrU7UMpWwnY" src="https://tribe-s3-production.imgix.net/OKk0V3oxPAsrU7UMpWwnY?auto=compress,format"></figure><ol start="5"><li><p>Select Create&nbsp;to continue to the form designer.</p><figure data-align="center" data-size="original" data-id="tmRetAcSIyHgT7dSrL9MT" data-version="v2" data-type="image"><img data-id="tmRetAcSIyHgT7dSrL9MT" src="https://tribe-s3-production.imgix.net/tmRetAcSIyHgT7dSrL9MT?auto=compress,format&amp;dl"></figure></li></ol><ol start="7"><li><p>Once in the form designer, update the form to add/remove fields and optionally add validation, then select <strong>Save</strong>. To learn more about the designer, check out&nbsp;<a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#06e01d1f-f16b-465e-8e4b-cf6e40fc6ef0">form designer</a>&nbsp;below. Congrats on creating a new template! The template can now be used in the <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/knowledge-hz8K9U5MliUTAAJ#1d36d1d5-c392-44cc-850a-d4e0919955a7">ticket deflection knowledge base as a response</a> or <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/tickets-MK898CRivMolM0z#d700308d-f4b1-42ab-96d8-1ee8018bf986">directly applied to an existing ticket request additional information from a user</a>.</p></li></ol><p></p><p></p><ol start="5"><li><p>Once in the form designer, update the form to add/remove fields and optionally add validation, then select <strong>Save</strong>. To learn more about the designer, check out&nbsp;<a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#06e01d1f-f16b-465e-8e4b-cf6e40fc6ef0">form designer</a>&nbsp;below.</p></li></ol><figure data-align="center" data-size="best-fit" data-id="Pw8YesM7x93ZHr7TpKDwc" data-version="v2" data-type="image"><img data-id="Pw8YesM7x93ZHr7TpKDwc" src="https://tribe-s3-production.imgix.net/Pw8YesM7x93ZHr7TpKDwc?auto=compress,format"></figure><h2 class="text-xl" data-toc-id="06e01d1f-f16b-465e-8e4b-cf6e40fc6ef0" id="06e01d1f-f16b-465e-8e4b-cf6e40fc6ef0"><strong>Forms</strong></h2><p>Display completely customizable forms in Teams using the form designer. The designer can be found when adding or updating a Form. Create new forms from scratch or select a predefined form for inspiration!</p><ul><li><p>Hover over the labels or check out the following key section for more details.</p></li></ul><figure data-align="center" data-size="best-fit" data-id="6i8t2RCHX2Ek3NuRVEmh2" data-version="v2" data-type="image"><img data-id="6i8t2RCHX2Ek3NuRVEmh2" src="https://tribe-s3-production.imgix.net/6i8t2RCHX2Ek3NuRVEmh2?auto=compress,format"></figure><ol><li><p><strong>Name</strong> The name of the form. This will be seen when selecting a Form in Templates, and can optionally be displayed to the user filling it out as configured within Templates</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#ff9e9ed7-27ff-4704-93bf-75b3425a894f">Toolbar&nbsp;</a>Reset the form, preview in Dark/Light Teams themes, and Undo/Redo changes.</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#a889b65c-d274-4772-b8af-a9a0586e8329">Card Elements</a><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://help.tikit.ai/articles/templates/#Card_Elements"><strong> </strong></a>A tool palette of different elements to build the form.</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#9efc0c22-1f4c-4c54-8452-56099c529bdb">Card Area</a> Preview and update the form with a WYSIWYG editor.</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#e526a9a0-9a3d-4b83-9110-782a5de5f55b">Card Structure</a>&nbsp;View and select form elements to update specific properties.</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#e526a9a0-9a3d-4b83-9110-782a5de5f55b">Element Properties</a>&nbsp;Element details and advanced features like validation and styling.</p></li><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="/tikit-in-web/post/templates-Rs6kS30OEegrI4x#08d37572-5acb-4b0a-a7d5-6357773b16bb">Card Payload Editor</a>&nbsp;The card payload, or source code, that creates the form. Admins familiar with the Adaptive Card schema can update it directly here, but do so at your own risk!</p></li></ol><h3 class="text-lg" data-toc-id="ff9e9ed7-27ff-4704-93bf-75b3425a894f" id="ff9e9ed7-27ff-4704-93bf-75b3425a894f"><strong>Toolbar</strong></h3><ul><li><p><strong>Reset Form</strong>&nbsp;Redesign the form from scratch or a predefined template.</p></li><li><p><strong>Select Host App</strong>&nbsp;Choose between Teams Light and Dark themes to preview the form in.</p></li><li><p><strong>Under and Redo</strong>&nbsp;Undo/Redo changes to form.</p></li></ul><figure data-align="center" data-size="original" data-id="HOLaDjjVYOm2j6yNh8ffD" data-version="v2" data-type="image"><img data-id="HOLaDjjVYOm2j6yNh8ffD" src="https://tribe-s3-production.imgix.net/HOLaDjjVYOm2j6yNh8ffD?auto=compress,format"></figure><h3 class="text-lg" data-toc-id="a889b65c-d274-4772-b8af-a9a0586e8329" id="a889b65c-d274-4772-b8af-a9a0586e8329"><strong>Card Elements</strong></h3><p>The Card Elements tool palette provides a selection of elements to add to the form. Card elements come in three types:</p><ul><li><p><strong>Containers</strong> Arrange collections of child elements</p></li><li><p><strong>Elements</strong> Display information like text or images.</p></li><li><p><strong>Inputs</strong> Get input from the user.</p></li></ul><p>To add an element, click and drag the element to the Card Area pane. To learn more about Adaptive Cards, see <a class="text-interactive hover:text-interactive-hovered" rel="nofollow noopener" href="https://docs.microsoft.com/en-us/adaptive-cards/authoring-cards/getting-started">Authoring Cards</a></p><p><strong>Containers</strong></p><ul><li><p><strong>Container</strong> Defines a a collection of elements.</p></li><li><p><strong>ImageSet</strong> Container of Images so that UI can show appropriate photo gallery experience for a collection of images.</p></li><li><p><strong>ColumnSet/Column</strong> Defines a collection of columns, each column is a container.</p></li><li><p><strong>FactSet</strong> Container of Facts.</p></li></ul><p><strong>Elements</strong></p><ul><li><p><strong>TextBlock</strong> Adds a block of text with properties to control what the text looks like.</p></li><li><p><strong>RichTextBlock </strong>Adds an array of inlines elements that support support different colors, font sizes, and styles.</p></li><li><p><strong>Image</strong> Adds an image with properties to control what the image looks like.</p></li><li><p><strong>Media</strong> Adds audio or video content content.</p></li></ul><p><strong>Inputs</strong></p><ul><li><p><strong>Input.Text</strong> Get text content from the user.</p></li><li><p><strong>Input.Date</strong> Get a Date from the user.</p></li><li><p><strong>Input.Time</strong> Get a Time from the user.</p></li><li><p><strong>Input.Number</strong> Get a Number from the user.</p></li><li><p><strong>Input.ChoiceSet</strong>&nbsp;Give the user a set of choices and have them pick.</p></li><li><p><strong>Input.Toggle</strong> Give the user a single choice between two items and have them pick</p></li></ul><h3 class="text-lg" data-toc-id="71a38cb0-b9d8-455e-9789-8c1fc28fb382" id="71a38cb0-b9d8-455e-9789-8c1fc28fb382">Ticket Properties</h3><ul><li><p><strong>Request</strong> The body of the original request by the requester, see below for more details</p></li><li><p><strong>Requester</strong> The user who requested the ticket</p></li><li><p><strong>Affected Users</strong> Add Affected Users to the ticket</p></li><li><p><strong>Status</strong> Set the Status of the ticket</p></li><li><p><strong>Ticket Type</strong> Set the Ticket Type</p></li><li><p><strong>Category</strong> Set the Category of the ticket</p></li><li><p><strong>Priority</strong> Set the priority</p></li><li><p><strong>Team</strong> Set the Team</p></li><li><p><strong>Group</strong> Set the Group</p></li><li><p><strong>Assignment</strong> Set an Assignee on the ticket using a pre-configured Team and Group, see below for more details</p></li><li><p><strong>Collaborators</strong> Add Collaborators to the ticket</p></li><li><p><strong>Due Date</strong> Set the Due Date property</p></li><li><p><strong>Tags</strong> Add Tags</p></li><li><p><strong>Resolution Date</strong> Set the Resolution Date. Valuable for tickets that are auto-resolved on submission.</p></li><li><p><strong>Add Comment</strong> Add a comment to the ticket</p></li><li><p><strong>Add Attachment</strong> Attach files to the ticket</p></li></ul><p>Of these properties, the <strong>Request</strong> field is especially unique. Text can be added to the request field to ensure that every request submitted includes the added text. Additionally, the <strong>{{message}}</strong> tag contains the original request by the user who is creating the ticket. You can chose to include the original request text, or remove it from the field if the original request data is not important. Additionally, you can use variables in the request field to include other data fields included on the form. To learn more about request variables, see HERE. Finally, you can chose whether or not to show or hide the <strong>Request</strong> field to prevent it from being modified during the form submission process using the <strong>Initially Visible</strong> checkbox.</p><p><strong>Assignment</strong> is also a unique property. It allows for an <strong>Assignee</strong> to be set on a ticket using a pre-defined <strong>Team</strong> and <strong>Group</strong>. After adding <strong>Assignment</strong> to a form, a <strong>Team</strong> and <strong>Group</strong> must be selected. The <strong>Assignee</strong> dropdown will then filter possible assignees for the ticket based on <strong>Team</strong> and<strong> Group</strong> membership. This property cannot be used in conjunction with the <strong>Team</strong> or <strong>Group</strong> properties on the same form.</p><h3 class="text-lg" data-toc-id="b730142c-b517-423f-8314-e4c3b14e3887" id="b730142c-b517-423f-8314-e4c3b14e3887">Custom Properties</h3><p>Depending on the number of Custom Properties you have created, they will appear after Ticket properties in the left hand selection menu of inputs.</p><h3 class="text-lg" data-toc-id="1fd8949e-74a4-4b8d-86c9-c97e1add8c90" id="1fd8949e-74a4-4b8d-86c9-c97e1add8c90"><strong>Data Sources</strong></h3><figure data-align="float-right" data-size="half" data-id="EyQMwHnkkMXMiW09id4VF" data-version="v2" data-type="image"><img data-id="EyQMwHnkkMXMiW09id4VF" src="https://tribe-s3-production.imgix.net/EyQMwHnkkMXMiW09id4VF?auto=compress,format"></figure><p>Data sources allow you to configure curated sets of data for various ticket properties. Think of data sources as a way to filter property options to only the ones you want your users to see when filling out a form. To configure a Data Source, click Data Sources at the top of the form designer, then select New Data Source. Give your new Data Source a name, then use the dropdown to select which data type you want to create. After selecting your data type, you will see a list of all of the data points for that property. Check the checkboxes next to the items you wish to be displayed to the user when choosing that data type. When the user is presented with the form, the dropdown for that data type will only display the items you checked. After creating the Data Source, click on the form element matching that data type and select the newly created Data Source in the dropdown.</p><figure data-align="float-left" data-size="original" data-id="ZWSwRQeCCH7LfWLmfP0Xr" data-version="v2" data-type="image"><img data-id="ZWSwRQeCCH7LfWLmfP0Xr" src="https://tribe-s3-production.imgix.net/ZWSwRQeCCH7LfWLmfP0Xr?auto=compress,format"></figure><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p></p><p>Once selected, you can save your template and test the new form. You will note when clicking the dropdown for the element on the form, that only the data points you checked are visible in the list.</p><figure data-align="center" data-size="half" data-id="oa8w7MyoraPCwHkmvctoC" data-version="v2" data-type="image"><img data-id="oa8w7MyoraPCwHkmvctoC" src="https://tribe-s3-production.imgix.net/oa8w7MyoraPCwHkmvctoC?auto=compress,format"></figure><h3 class="text-lg" data-toc-id="b6841d99-90bb-4722-94d1-df921963823e" id="b6841d99-90bb-4722-94d1-df921963823e"><strong>Card Area</strong></h3><p>The Card Area provides a WYSIWYG preview and editor for the form that users will see. The editor has several features to quickly update form:</p><ul><li><p><strong>View</strong> Select an element to view details in the Card Structure and Element Properties panes.</p></li><li><p><strong>Update</strong> Double click an element to update it directly from the preview.</p></li><li><p><strong>Reorder</strong> Drag and drop to reorder elements in the form.</p></li></ul><figure data-align="center" data-size="original" data-id="4arzqlkS3uAvdM1RMJhWA" data-version="v2" data-type="image"><img data-id="4arzqlkS3uAvdM1RMJhWA" src="https://tribe-s3-production.imgix.net/4arzqlkS3uAvdM1RMJhWA?auto=compress,format"></figure><h3 class="text-lg" data-toc-id="e526a9a0-9a3d-4b83-9110-782a5de5f55b" id="e526a9a0-9a3d-4b83-9110-782a5de5f55b"><strong>Card Structure and Element Properties</strong></h3><p>The Card Structure pane provides a detailed view of the form’s elements. An element can be selected from both the Card Area and in the Card Structure pane. Select an element to view and update its properties.</p><figure data-align="center" data-size="original" data-id="awcM4VG9qvYQjwhEWCm0N" data-version="v2" data-type="image"><img data-id="awcM4VG9qvYQjwhEWCm0N" src="https://tribe-s3-production.imgix.net/awcM4VG9qvYQjwhEWCm0N?auto=compress,format"></figure><h3 class="text-lg" data-toc-id="08d37572-5acb-4b0a-a7d5-6357773b16bb" id="08d37572-5acb-4b0a-a7d5-6357773b16bb"><strong>Card Payload Editor</strong></h3><p><strong>Warning! </strong>Updating the card payload directly should only be done by admins familiar with the Adaptive Card schema to avoid breaking a form.×</p><p>The Card Payload Editor lets admins familiar with the Adaptive Card schema directly view and edit the source payload for a card. For more information on the Adaptive Card schema, see <a class="text-interactive hover:text-interactive-hovered" rel="nofollow noopener" href="https://adaptivecards.io/explorer/">Schema Explorer</a>.</p><figure data-align="center" data-size="original" data-id="gZIMcPqGm1km3k3PE5EQI" data-version="v2" data-type="image"><img data-id="gZIMcPqGm1km3k3PE5EQI" src="https://tribe-s3-production.imgix.net/gZIMcPqGm1km3k3PE5EQI?auto=compress,format"></figure>]]></content:encoded>
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            <title><![CDATA[Custom Properties]]></title>
            <description><![CDATA[Custom Properties offer you the ability to introduce any number of properties into your core ticketing experience that is seen through the web, Teams, Power Automate, Tikit Automations [https://kb.cireson.com/tikit-in-web/post/automation-tpz1Df8F5dojO0P]/SLAs [https://kb.cireson.com/tikit-in-web/post/sla-6VIo58M3jBg1aA3], Forms [https://kb.cireson.com/tikit-in-web/post/forms-Arn4ceLFHmHdhL2], ...]]></description>
            <link>https://kb.cireson.com/tikit-in-web-2ebl812x/post/custom-properties-qBwS9nudI3cyV2V</link>
            <guid isPermaLink="true">https://kb.cireson.com/tikit-in-web-2ebl812x/post/custom-properties-qBwS9nudI3cyV2V</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Mon, 23 Mar 2026 21:14:07 GMT</pubDate>
            <content:encoded><![CDATA[<p>Custom Properties offer you the ability to introduce any number of properties into your core ticketing experience that is seen through the web, Teams, Power Automate, Tikit <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/automation-tpz1Df8F5dojO0P">Automations</a>/<a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/sla-6VIo58M3jBg1aA3">SLAs</a>, <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/forms-Arn4ceLFHmHdhL2">Forms</a>, and reporting such as <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/how-to/post/power-bi-integration-stvk4skyP4KaU39">Power BI</a>/<a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/how-to/post/excel-integration-5hx3otnHf4nr6Ka">Excel</a>.</p><figure data-align="center" data-size="best-fit" data-id="BNMV020jnboGg7ysRG7SK" data-version="v2" data-type="image"><img data-id="BNMV020jnboGg7ysRG7SK" src="https://tribe-s3-production.imgix.net/BNMV020jnboGg7ysRG7SK?auto=compress,format"></figure><p>In this article:</p><div data-type="table-of-content"></div><p></p><h2 class="text-xl" data-toc-id="10b74bdc-d15a-4234-b42a-b9f49226e8c5" id="10b74bdc-d15a-4234-b42a-b9f49226e8c5">Creating a Custom Property</h2><ol><li><p>Navigate to <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://web.tikit.ai/settings/custom-properties">https://web.tikit.ai/settings/custom-properties</a> or "Custom Properties" within the Settings on the Agent portal as a Super Agent or Administrator.</p></li><li><p>Click "+ New Custom Property" at the top</p></li></ol><figure data-align="center" data-size="best-fit" data-id="4bIwaDArCyGjud8o7JZnb" data-version="v2" data-type="image"><img data-id="4bIwaDArCyGjud8o7JZnb" src="https://tribe-s3-production.imgix.net/4bIwaDArCyGjud8o7JZnb?auto=compress,format"></figure><ol start="3"><li><p>Defining a new Custom Property requires a few items:</p><ol><li><p><strong>Id</strong>: This property must have a unique identifier amongst all other properties. This is important as it can be used to identify the property in Tikit Automation, Tikit SLAs, Form(s), Power Automate, and Power BI/Excel reporting.</p><ol><li><p><em>Once it is set, it </em><strong><em>cannot </em></strong><em>be changed</em></p></li></ol></li><li><p><strong>Name: </strong>This is what you and members of your organization will see when interacting with the property.</p><ol><li><p><em>This is a field that can be changed later</em></p></li></ol></li><li><p><strong>Description: </strong>A way to define the purpose of the field and how its used</p><ol><li><p><em>This is a field that can be changed later</em></p></li></ol></li><li><p><strong>Data Type: </strong>What kind of data will be stored by this property - String, Number, True/False, List, Date or Time. More on this in the next section.</p><ol><li><p><em>Once it is set, it </em><strong><em>cannot </em></strong><em>be changed</em></p></li></ol></li><li><p><strong>Is Required: </strong>When this is checked, users <strong>must </strong>fill the field out to save the ticket.</p><ol><li><p><em>This is a field that can be changed later</em></p></li><li><p><strong>Error Message: </strong>The message to return to the user when the field is not filled out</p></li></ol></li><li><p><strong>Is Hidden: </strong>When a property is hidden, the value can only be controlled via Tikit's API. This is useful for storing unique values from <em>other </em>systems such as syncing monitoring alerts, security event IDs, CRM records, and more.</p></li></ol></li></ol><figure data-align="center" data-size="best-fit" data-id="T4o5oktPUDPIXyTmIzGDX" data-version="v2" data-type="image"><img data-id="T4o5oktPUDPIXyTmIzGDX" src="https://tribe-s3-production.imgix.net/T4o5oktPUDPIXyTmIzGDX?auto=compress,format"></figure><h2 class="text-xl" data-toc-id="daf10a00-b120-45ac-b3f3-384b7f5cd713" id="daf10a00-b120-45ac-b3f3-384b7f5cd713">Data Types</h2><p>When creating Custom Properties, how the data will be stored and used matters. You can choose from the following options:</p><ul><li><p><strong>String: </strong>Best for plain text, phone numbers, and email addresses.</p></li><li><p><strong>Number: </strong>Good for things such as quantity, or where math might be involved such as adding or subtracting</p></li><li><p><strong>True/False: </strong>This is a true/false value. Good for checkboxes, and building dependent logic such as "If true, then do X" for example in Multi-Turn Cards</p></li><li><p><strong>List: </strong>Good if you have a finite dataset and are looking to avoid free text input (string) so as to make automation scenarios easier to work with</p><ul><li><p><strong>Teams Presentation</strong></p><ul><li><p><strong>List: </strong>When clicked in Teams, the user sees every option that exists in the list (minus Archived items)</p></li><li><p><strong>Lookup: </strong>When clicked in Teams, the user must type to search options that exist in the list (minus Archived items)</p></li></ul></li></ul></li><li><p><strong>Date: </strong>Used to store a date value such as March 6th, 2026</p></li><li><p><strong>Time: </strong>Used to store a time value such as 12:37 pm</p><p></p></li></ul><h2 class="text-xl" data-toc-id="1786f332-a574-4633-879e-d134471e12c7" id="1786f332-a574-4633-879e-d134471e12c7">Re-Ordering</h2><p>When you have two or more Custom Properties, how they appear in Web and Teams can be adjusted based on how they are ordered within the Custom Properties setting.</p><figure data-align="center" data-size="best-fit" data-id="0kEHXNKxe4Z5jJXrexPVn" data-version="v2" data-type="image"><img data-id="0kEHXNKxe4Z5jJXrexPVn" src="https://tribe-s3-production.imgix.net/0kEHXNKxe4Z5jJXrexPVn?auto=compress,format"></figure><p>This change impacts the order in which properties appear in:</p><ul><li><p><strong>Ticket Properties</strong> along the right hand side while editing a ticket in the Agent Portal</p><ul><li><p><em>Location is before Tax</em></p><figure data-align="center" data-size="best-fit" data-id="cFyDUzseQCy2sZcPWgcmB" data-version="v2" data-type="image"><img data-id="cFyDUzseQCy2sZcPWgcmB" src="https://tribe-s3-production.imgix.net/cFyDUzseQCy2sZcPWgcmB?auto=compress,format"></figure></li><li><p><em>Tax is before Location</em></p><figure data-align="center" data-size="best-fit" data-id="ljDwr5vKii6CeNsHxc4Cr" data-version="v2" data-type="image"><img data-id="ljDwr5vKii6CeNsHxc4Cr" src="https://tribe-s3-production.imgix.net/ljDwr5vKii6CeNsHxc4Cr?auto=compress,format"></figure></li></ul></li><li><p>The <strong>Ticket Preview Card</strong> along the top center while editing a ticket in the Agent Portal</p><ul><li><p><em>Location is before Tax</em></p><figure data-align="center" data-size="best-fit" data-id="VLG6NzQW213Nrx9laxZom" data-version="v2" data-type="image"><img data-id="VLG6NzQW213Nrx9laxZom" src="https://tribe-s3-production.imgix.net/VLG6NzQW213Nrx9laxZom?auto=compress,format"></figure></li><li><p><em>Tax is before Location</em></p><figure data-align="center" data-size="best-fit" data-id="Xrb1UpVtrkh9iMrioGkIb" data-version="v2" data-type="image"><img data-id="Xrb1UpVtrkh9iMrioGkIb" src="https://tribe-s3-production.imgix.net/Xrb1UpVtrkh9iMrioGkIb?auto=compress,format"></figure></li></ul></li><li><p><strong>Teams Cards</strong></p><ul><li><p><em>Location is before Tax</em></p><figure data-align="center" data-size="best-fit" data-id="0B1jMvdi40vkGxNPIm5y7" data-version="v2" data-type="image"><img data-id="0B1jMvdi40vkGxNPIm5y7" src="https://tribe-s3-production.imgix.net/0B1jMvdi40vkGxNPIm5y7?auto=compress,format"></figure></li><li><p><em>Location is after Tax</em></p><ul><li><p></p><figure data-align="center" data-size="best-fit" data-id="1jRGra6RhyaHAWu82XULw" data-version="v2" data-type="image"><img data-id="1jRGra6RhyaHAWu82XULw" src="https://tribe-s3-production.imgix.net/1jRGra6RhyaHAWu82XULw?auto=compress,format"></figure><p></p></li></ul></li></ul></li><li><p><strong>Form Designer</strong></p><ul><li><p><em>Location is before Tax</em></p><figure data-align="center" data-size="best-fit" data-id="32pzLmboSQpbrsNHyv3vD" data-version="v2" data-type="image"><img data-id="32pzLmboSQpbrsNHyv3vD" src="https://tribe-s3-production.imgix.net/32pzLmboSQpbrsNHyv3vD?auto=compress,format"></figure></li><li><p><em>Tax is before Location</em></p><figure data-align="center" data-size="best-fit" data-id="8bikcuBVc6xYYHhjDrhIu" data-version="v2" data-type="image"><img data-id="8bikcuBVc6xYYHhjDrhIu" src="https://tribe-s3-production.imgix.net/8bikcuBVc6xYYHhjDrhIu?auto=compress,format"></figure><p></p></li></ul></li></ul><h2 class="text-xl" data-toc-id="f37143f6-7e95-41ac-9107-a35af298c7d1" id="f37143f6-7e95-41ac-9107-a35af298c7d1"><strong>Using Custom Properties</strong></h2><p>When working with Power Apps, Power Automate, Power BI or Excel, Custom Properties can be retrieved directly from a Ticket on the CustomPropertiesAnswerJson field.</p><h3 class="text-lg" data-toc-id="1cc50619-97d2-4385-af1d-6ddb592c5663" id="1cc50619-97d2-4385-af1d-6ddb592c5663">Power BI/Excel</h3><p>The CustomPropertiesAnswerJson field stores the answers to Custom Properties and their values (if any) for a given ticket as a JSON payload that can be parsed for automation or expanded for reporting. Given the example used above, we can see a couple of tickets were created before this property was created and after it was created.</p><figure data-align="center" data-size="best-fit" data-id="ueG1m2B7CwB0mNJ2a41K2" data-version="v2" data-type="image"><img data-id="ueG1m2B7CwB0mNJ2a41K2" src="https://tribe-s3-production.imgix.net/ueG1m2B7CwB0mNJ2a41K2?auto=compress,format"></figure><p></p><h3 class="text-lg" data-toc-id="31aa2f0b-ce40-4b17-ba59-6f62611d88ea" id="31aa2f0b-ce40-4b17-ba59-6f62611d88ea"><strong>Tikit SLAs</strong></h3><p>Properties created can also be leveraged as criteria within SLAs, Their functionality is based on their <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/custom-properties-qBwS9nudI3cyV2V/edit#daf10a00-b120-45ac-b3f3-384b7f5cd713">data type</a>. Take the following example where the Location Field created above contains the word "branch"</p><figure data-align="center" data-size="best-fit" data-id="QkN581Ak1rzRzfxvUoIQF" data-version="v2" data-type="image"><img data-id="QkN581Ak1rzRzfxvUoIQF" src="https://tribe-s3-production.imgix.net/QkN581Ak1rzRzfxvUoIQF?auto=compress,format"></figure><p></p><h3 class="text-lg" data-toc-id="1bc44bee-e47b-406c-b9ae-03017e06e7d4" id="1bc44bee-e47b-406c-b9ae-03017e06e7d4"><strong>Tikit Automation</strong></h3><p>Properties created can also be leveraged within criteria for Automation and variables in Notification Center</p><figure data-align="center" data-size="best-fit" data-id="ij3Tdr8P4mTToRPOSFsqu" data-version="v2" data-type="image"><img data-id="ij3Tdr8P4mTToRPOSFsqu" src="https://tribe-s3-production.imgix.net/ij3Tdr8P4mTToRPOSFsqu?auto=compress,format"></figure><p></p><figure data-align="center" data-size="best-fit" data-id="pVTtozcwgAIDlRxjkfj4P" data-version="v2" data-type="image"><img data-id="pVTtozcwgAIDlRxjkfj4P" src="https://tribe-s3-production.imgix.net/pVTtozcwgAIDlRxjkfj4P?auto=compress,format"></figure><p></p><h3 class="text-lg" data-toc-id="af026002-3bf8-460a-b2f9-8e3659389939" id="af026002-3bf8-460a-b2f9-8e3659389939">Forms</h3><p>Custom Properties can also be leveraged with Form Designer and their settings overridden on a form by form basis. In this case, the ID, Label, Required, and Error Message come from how the property was originally defined.</p><p>In this example, the previously created Location property that has a definition of <strong>required</strong>, can be made <em>optional</em> on a Form.</p><figure data-align="center" data-size="best-fit" data-id="jvaLjC8QA4cCFK4JH6E80" data-version="v2" data-type="image"><img data-id="jvaLjC8QA4cCFK4JH6E80" src="https://tribe-s3-production.imgix.net/jvaLjC8QA4cCFK4JH6E80?auto=compress,format"></figure><p></p><p>You can read more about <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/forms-Arn4ceLFHmHdhL2">Forms here on the Knowledge Base.</a></p>]]></content:encoded>
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            <title><![CDATA[Custom Navigation in the Agent Portal]]></title>
            <description><![CDATA[Customers on Tikit's ITSM Plan, can optionally configure additional navigation along the left hand menu and contextual links directly alongside the Edit Ticket experience.



In the following screenshot ...]]></description>
            <link>https://kb.cireson.com/how-to-an22g1a6/post/create-custom-navigation-nodes-in-the-agent-portal-JOg40KGuGoughYg</link>
            <guid isPermaLink="true">https://kb.cireson.com/how-to-an22g1a6/post/create-custom-navigation-nodes-in-the-agent-portal-JOg40KGuGoughYg</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Mon, 16 Mar 2026 22:56:32 GMT</pubDate>
            <content:encoded><![CDATA[<p>Customers on Tikit's ITSM Plan, can optionally configure additional navigation along the left hand menu and contextual links directly alongside the Edit Ticket experience.</p><div data-type="table-of-content"></div><p></p><p>In the following screenshot custom navigation for Assets, Power BI, and Asset Dashboards have been introduced. In addition, to the right of <strong>Activity</strong> in the Edit Ticket experience <strong>Assets</strong> that are related to the ticket are also made available.</p><figure data-align="center" data-size="best-fit" data-id="pFTuZarvRUghzhimiHlIO" data-version="v2" data-type="image"><img data-id="pFTuZarvRUghzhimiHlIO" src="https://tribe-s3-production.imgix.net/pFTuZarvRUghzhimiHlIO?auto=compress,format"></figure><p></p><h2 class="text-xl" data-toc-id="f666df29-5827-4b73-99c6-22f9fbc2cb02" id="f666df29-5827-4b73-99c6-22f9fbc2cb02">Managing with PowerShell</h2><p>The following PowerShell is a series of functions that support the ability to connect to your Tikit instance, Add, Get, Update, and Remove custom navigation. Once downloaded, unzip the file and open TikitNavigation.ps1 in either PowerShell ISE or VSCode and run it by pushing the F5 key. This will load the commands into your session to work with.</p><attachment data-id="k6CyDHKCv5EmdlC8AhGfQ" data-type="attachment"></attachment><p>Commands available:</p><ul><li><p><strong>Connect-Tikit</strong>: connects to your Tikit environment</p></li><li><p><strong>Add-TikitCustomNode</strong>: creates a new navigation node in the Tikit Agent portal</p></li><li><p><strong>Get-TikitCustomNode: </strong>retrieves navigation in your environment</p></li><li><p><strong>Update-TikitCustomNode: </strong>updates navigation, can be used in conjunction with Get-TikitCustomNode</p></li><li><p><strong>Remove-TikitCustomNode: </strong>deletes navigation</p></li></ul><h3 class="text-lg" data-toc-id="2cf8888b-c45d-4480-98c5-02f14e2e4ff3" id="2cf8888b-c45d-4480-98c5-02f14e2e4ff3"></h3><h3 class="text-lg" data-toc-id="8c2b1a63-1a96-4546-ac38-8e85f8f17356" id="8c2b1a63-1a96-4546-ac38-8e85f8f17356">Creating new navigation nodes</h3><p>In the same PowerShell session (PowerShell ISE or VS Code), create a new file to work with the following. You can create new navigation with the following commands.</p><ul><li><p>Add-TikitCustomNode:</p><ul><li><p><strong>name</strong>: the name of the navigation node</p></li><li><p><strong>itemtype</strong>: <em>Page </em>or <em>Tab</em></p><ul><li><p>defines whether the navigation that is created shows along the left hand side or within the context of a ticket</p></li></ul></li><li><p><strong>order</strong>: the order in which the navigation appears</p></li><li><p><strong>url</strong>: the URL of the page to load, in the context of Edit Ticket you can use the following QueryStrings in the URL to pass in the ticket ID and/or Requester's Entra ID. For example, when integrating Asset Management the following URL is used.</p><pre class="language-powershell"><code class="language-powershell">"https://apps.powerapps.com/play/APPIDHERE?&amp;ticketid={ticketId}&amp;requesterid={requesterEntra}&amp;source=website&amp;screenColor=rgba(165,34,55,1)"</code></pre></li></ul></li></ul><p></p><ol><li><p><a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/access-tokens-iLu51UrX5ZnJbDA">Generate an access token</a></p></li><li><p>Update the values for Add-TikitCustomNode</p></li><li><p>Push F5 to run the script</p></li></ol><pre class="language-powershell"><code class="language-powershell">Connect-Tikit -Token "tokenhere"
Add-TikitCustomNode -name "navNameHere" -itemtype "Page" -order 1 -url "websiteURLhere" -iconURL "iconURLhere"</code></pre><h3 class="text-lg" data-toc-id="41f864b7-7088-4458-be82-e964a6c3e4a4" id="41f864b7-7088-4458-be82-e964a6c3e4a4">Updating navigation nodes</h3><p>In the PowerShell session that has the commands loaded, you can also perform updates to navigation. This is useful if you want to change the name, icon, or made small edits to the URL. Take the following PowerShell example of renaming the "Dashboards" navigation to "Power BI"</p><pre class="language-powershell"><code class="language-powershell">Connect-Tikit -Token "tokenhere"
Get-TikitCustomNode | where-object {$_.Name -eq "Dashboards" -and $_.ItemType -eq "Page"} | Update-TikitCustomNode -Name "Power BI"</code></pre><p>First we connect to Tikit, get all of our navigation, filter for one where the name is "Dashboards" and is of ItemType "page", and finally update it to be called "Power BI". This can be extended further, for example rename the dashboard and the order it appears in on the left.</p><pre class="language-powershell"><code class="language-powershell">Connect-Tikit -Token "tokenhere"
Get-TikitCustomNode | where-object {$_.Name -eq "Dashboards" -and $_.ItemType -eq "Page"} | Update-TikitCustomNode -Name "Power BI" -order 3 </code></pre><h3 class="text-lg" data-toc-id="8819cdc0-48a6-44b2-b20b-cf501fe7384a" id="8819cdc0-48a6-44b2-b20b-cf501fe7384a">Removing navigation nodes</h3><p>We can also remove navigation similar to how we update navigation. Instead of Update-TikitCustomNode, we'll use Remove-TikitCustomNode. In this case, we first retrieve all navigation, filter for a single navigation node called "Dashboards" that is of ItemType "Page" and then finally, remove it.</p><pre class="language-powershell"><code class="language-powershell">Connect-Tikit -Token "tokenhere"
Get-TikitCustomNode | where-object {$_.Name -eq "Dashboards" -and $_.ItemType -eq "Page"} | Remove-TikitCustomNode</code></pre>]]></content:encoded>
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        <item>
            <title><![CDATA[Installing Tikit Asset Management]]></title>
            <description><![CDATA[Asset Management for Tikit brings the ability to manage devices, their finances, and relationships to tickets into your environment on the ITSM Plan.

Installation is comprised of a few steps:




OBTAINING ...]]></description>
            <link>https://kb.cireson.com/setup-guides-b7zne1pu/post/tikit-asset-management-F9isMVjSg804wMj</link>
            <guid isPermaLink="true">https://kb.cireson.com/setup-guides-b7zne1pu/post/tikit-asset-management-F9isMVjSg804wMj</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Mon, 16 Mar 2026 22:33:58 GMT</pubDate>
            <content:encoded><![CDATA[<p>Asset Management for Tikit brings the ability to manage devices, their finances, and relationships to tickets into your environment on the ITSM Plan.</p><p>Installation is comprised of a few steps:</p><div data-type="table-of-content"></div><p></p><h2 id="888702b4-7c85-42dd-ba45-6790501ae551" data-toc-id="888702b4-7c85-42dd-ba45-6790501ae551" class="text-xl">Obtaining Asset Management</h2><p>To download the required solutions below, fill out this <a href="https://share.hsforms.com/1T24800BaTGmvOAMyR9b7WA4fr81" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">form</a>. You will get an email with two download links, download both zip files and leave them zipped.</p><h2 id="d52f1fa1-6471-4253-88c2-926dabdde353" data-toc-id="d52f1fa1-6471-4253-88c2-926dabdde353" class="text-xl">Enabling Custom Code in your Environment</h2><p>The environment you deploy Asset Management to must have <strong>Power Apps Code Apps </strong>enabled in order to run Asset Management. To enable this:</p><ol><li><p>Navigate to <a href="https://admin.powerplatform.microsoft.com/home" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">https://admin.powerplatform.microsoft.com/home</a></p><p></p><figure data-type="image" data-version="v2" data-id="bo8nO4rKnYlLKrp0OY2qz" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/bo8nO4rKnYlLKrp0OY2qz?auto=compress,format" data-id="bo8nO4rKnYlLKrp0OY2qz"></figure><p></p></li><li><p>Click on <strong>Manage </strong>in the left hand navigation and click the name of the Environment you will deploy Asset Management to. We suggest you create a new Environment called <em>TikitApps </em>for all Tikit related Apps, and with Type as <strong>Production</strong> or <strong>Sandbox </strong>(for testing) and with Datavserse toggled on.</p></li></ol><figure data-type="image" data-version="v2" data-id="KKQU5hlHMPvnI9ttt0sFO" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/KKQU5hlHMPvnI9ttt0sFO?auto=compress,format" data-id="KKQU5hlHMPvnI9ttt0sFO"></figure><figure data-type="image" data-version="v2" data-id="1dDyk0KpXNCgJZ2kYQDBD" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/1dDyk0KpXNCgJZ2kYQDBD?auto=compress,format" data-id="1dDyk0KpXNCgJZ2kYQDBD"></figure><ol start="3"><li><p>Once inside the Environment, click on <strong>Settings </strong>in the top menu</p><figure data-type="image" data-version="v2" data-id="uAE3ltLHXHe6go5HsFsW8" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/uAE3ltLHXHe6go5HsFsW8?auto=compress,format" data-id="uAE3ltLHXHe6go5HsFsW8"></figure><p></p></li><li><p>In the search, search for "Allow publishing" and click <strong>Allow publishing of canvas apps with code components</strong></p></li></ol><figure data-type="image" data-version="v2" data-id="GOdlcyUxnRpkt20CKnmat" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/GOdlcyUxnRpkt20CKnmat?auto=compress,format" data-id="GOdlcyUxnRpkt20CKnmat"></figure><p></p><ol start="5"><li><p>On the page that is returned, enable the feature <strong>Power Apps component framework for canvas apps</strong></p></li></ol><figure data-type="image" data-version="v2" data-id="yNfmZ6MGNLUl0C0hPCchd" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/yNfmZ6MGNLUl0C0hPCchd?auto=compress,format" data-id="yNfmZ6MGNLUl0C0hPCchd"></figure><p></p><h2 id="e6bd4abb-5a8a-4e5d-af8e-4f9f89d68d07" data-toc-id="e6bd4abb-5a8a-4e5d-af8e-4f9f89d68d07" class="text-xl">Installing Asset Management to your Environment</h2><p>This section will walk you through the installation process for Asset Management.</p><ol><li><p>Log into <a href="https://make.powerapps.com/" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">https://make.powerapps.com/</a></p></li><li><p>Choose the Environment you'll be installing to by clicking on "Environment" in the top right of the page.</p><ol><li><p>Power App Environments allow you to manage production, development, staging, or other environments as you see fit. By default, your <strong>production </strong>environment will have (default) next to its name.</p><ol><li><p>Installing Asset Management to a <strong>non-production </strong>environment is supported and encouraged if you want to a have a "dev environment" for Asset Management</p></li></ol></li></ol><figure data-type="image" data-version="v2" data-id="pO1Pm48d6Q7AIBAPU0FVY" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/pO1Pm48d6Q7AIBAPU0FVY?auto=compress,format" data-id="pO1Pm48d6Q7AIBAPU0FVY"></figure><p>b. (optional) To manage environments, log into <a href="https://admin.powerplatform.microsoft.com/" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">https://admin.powerplatform.microsoft.com/</a></p></li><li><p>Next, head to Solutions</p><figure data-type="image" data-version="v2" data-id="Tn9eixLefmrIuDBferslF" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/Tn9eixLefmrIuDBferslF?auto=compress,format" data-id="Tn9eixLefmrIuDBferslF"></figure></li></ol><p>Don't see it? Click on "... More" and click the pin for "Solutions"</p><ol start="4"><li><p>Then choose Import Solution on the top ribbon</p><figure data-type="image" data-version="v2" data-id="hOaWMWI4RDiwPBxRL4yOr" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/hOaWMWI4RDiwPBxRL4yOr?auto=compress,format" data-id="hOaWMWI4RDiwPBxRL4yOr"></figure></li></ol><p></p><ol start="5"><li><p>Choose "Browse"</p><figure data-type="image" data-version="v2" data-id="d0luepNrh7Sv8zynm7n3U" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/d0luepNrh7Sv8zynm7n3U?auto=compress,format" data-id="d0luepNrh7Sv8zynm7n3U"></figure></li><li><p>First, we'll import <strong>CiresonComponents_x_x_x_x_managed.zip </strong>where x_x_x_x represents the version number</p><figure data-type="image" data-version="v2" data-id="MrQB3JAvKvLTdCub3NzMo" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/MrQB3JAvKvLTdCub3NzMo?auto=compress,format" data-id="MrQB3JAvKvLTdCub3NzMo"></figure></li><li><p>Click Next and the finally Import</p><figure data-type="image" data-version="v2" data-id="8O6onlg1Dbnw6ItKEuh4l" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/8O6onlg1Dbnw6ItKEuh4l?auto=compress,format" data-id="8O6onlg1Dbnw6ItKEuh4l"></figure></li><li><p>Wait for CiresonComponents to import. Power Apps will display a banner along the top of the screen letting you know importing has begun and when it has completed. You may navigate away from the page once you have begun the import.</p></li><li><p>Next, choose <strong>Import Solution </strong>again only this time browse and import <strong>AssetManagement_x_x_x_x_managed.zip </strong>where x_x_x_x represents the version you are importing.</p></li><li><p>Again, click Next, and then Import</p><figure data-type="image" data-version="v2" data-id="oO2xHtEF4RKKs0szssixf" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/oO2xHtEF4RKKs0szssixf?auto=compress,format" data-id="oO2xHtEF4RKKs0szssixf"></figure></li><li><p>Once imported, navigate to the <strong>Managed </strong>tab where you will see both solutions you have imported.</p><figure data-type="image" data-version="v2" data-id="uTzrAracbCd8mz6T1bRIg" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/uTzrAracbCd8mz6T1bRIg?auto=compress,format" data-id="uTzrAracbCd8mz6T1bRIg"></figure><p></p></li></ol><h3 id="24deaa9d-c941-43d6-be06-bf77d205be95" data-toc-id="24deaa9d-c941-43d6-be06-bf77d205be95" class="text-lg">Retrieve the Asset Management App ID</h3><ol start="12"><li><p>Next you'll need to retrieve the App ID in order to configure custom navigation within the Tikit Agent portal. Click <strong>Asset Management</strong></p></li></ol><figure data-type="image" data-version="v2" data-id="yP50qqrd9x2xoFFFbwXU0" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/yP50qqrd9x2xoFFFbwXU0?auto=compress,format" data-id="yP50qqrd9x2xoFFFbwXU0"></figure><ol start="13"><li><p>Then click the stacked "..." menu item to the right of Asset Management, then Details</p></li></ol><figure data-type="image" data-version="v2" data-id="UHN3Z1lv8tTf1fmkV27dA" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/UHN3Z1lv8tTf1fmkV27dA?auto=compress,format" data-id="UHN3Z1lv8tTf1fmkV27dA"></figure><ol start="14"><li><p>Copy the value from App Id and take note of it for later in this article in the <strong><em>Adding Navigation into Tikit Agent Portal</em></strong> section</p></li></ol><figure data-type="image" data-version="v2" data-id="09it1rMQZxQ48zIxBSjV1" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/09it1rMQZxQ48zIxBSjV1?auto=compress,format" data-id="09it1rMQZxQ48zIxBSjV1"></figure><h2 id="dc81a478-26ab-470c-b406-5966a9fec7a7" data-toc-id="dc81a478-26ab-470c-b406-5966a9fec7a7" class="text-xl">Upgrading Asset Management</h2><p>To upgrade Asset Management or its components:</p><ol><li><p>Navigate to <a href="https://make.powerapps.com/" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">https://make.powerapps.com/</a></p></li><li><p>Choose the Environment you'll be upgrading to by clicking on "Environment" in the top right of the page.</p><ol><li><p>Power App Environments allow you to manage production, development, staging, or other environments as you see fit. By default, your <strong>production </strong>environment will have (default) next to its name.</p></li></ol><figure data-type="image" data-version="v2" data-id="pO1Pm48d6Q7AIBAPU0FVY" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/pO1Pm48d6Q7AIBAPU0FVY?auto=compress,format" data-id="pO1Pm48d6Q7AIBAPU0FVY"></figure><p>b. (optional) To manage environments, log into <a href="https://admin.powerplatform.microsoft.com/" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">https://admin.powerplatform.microsoft.com/</a></p></li><li><p>Next, head to Solutions</p></li><li><p>Then choose Import Solution on the top ribbon</p><figure data-type="image" data-version="v2" data-id="hOaWMWI4RDiwPBxRL4yOr" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/hOaWMWI4RDiwPBxRL4yOr?auto=compress,format" data-id="hOaWMWI4RDiwPBxRL4yOr"></figure></li></ol><p></p><ol start="5"><li><p>Choose "Browse"</p><figure data-type="image" data-version="v2" data-id="d0luepNrh7Sv8zynm7n3U" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/d0luepNrh7Sv8zynm7n3U?auto=compress,format" data-id="d0luepNrh7Sv8zynm7n3U"></figure></li><li><p>Import the app you wish to begin the upgrade for</p><ol><li><p>The version you are upgrading to <strong>must be </strong>higher than the version that exists in your environment otherwise no upgrade will take place.</p></li></ol></li><li><p>Click Next</p></li><li><p>On the <strong>Import a Solution </strong>screen, if you expand Advanced Settings you'll see three choices.</p><figure data-type="image" data-version="v2" data-id="Ex18lzSrhwVQ9Q8OZvsT3" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/Ex18lzSrhwVQ9Q8OZvsT3?auto=compress,format" data-id="Ex18lzSrhwVQ9Q8OZvsT3"></figure><p>Unless told otherwise, leave the default choice of <strong>Upgrade</strong> selected</p></li><li><p>Leave <strong>Enable Plugin steps and flows included in the solution </strong>checked</p></li><li><p>Click Next</p></li><li><p>Depending on the nature of the upgrade and your version, your choices below will vary. But it should be noted, you have an opportunity to adjust these connections before import. If you change your mind later, they can adjusted later.</p><figure data-type="image" data-version="v2" data-id="7g3aiQSOSEnBUXahR1N2u" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/7g3aiQSOSEnBUXahR1N2u?auto=compress,format" data-id="7g3aiQSOSEnBUXahR1N2u"></figure></li></ol><p>If you receive an errors/are unable to move forward to import. Adjust the connections in question with valid credentials.</p><ol start="12"><li><p>Finally, import the solution to complete the upgrade</p></li></ol><h2 id="6ddc670c-7b40-4725-a427-1ab2b01fe865" data-toc-id="6ddc670c-7b40-4725-a427-1ab2b01fe865" class="text-xl">Adding Navigation into Tikit Agent Portal</h2><p>Once installed, download the associated PowerShell or Postman collection to add Asset Management navigation nodes.</p><h3 id="9e743ca6-d5c9-488d-8f0f-4f9808b6361d" data-toc-id="9e743ca6-d5c9-488d-8f0f-4f9808b6361d" class="text-lg">PowerShell</h3><p>The associated PowerShell is a series of functions that support the ability to connect to your Tikit instance, Add, Get, Update, and Remove custom navigation. Once downloaded, unzip the file and open TikitNavigation.ps1 in either PowerShell ISE or VSCode and run it by pushing the F5 key.</p><attachment data-type="attachment" data-id="umHsUBoQTOpcT9wLYvCx9"></attachment><p>Now, create a new file in either PowerShell ISE or VSCode and paste the following script into your new file.</p><p>Then copy and paste the following PowerShell below into that screen.</p><pre class="language-powershell"><code class="language-powershell">#### update the two following variables, then run this script with F5
$appID = "aaaaaaaa-bbbb-cccc-dddd-eeeeeeeeeeee"
$apiToken = "tikitTokenHere"

#### connect to Tikit and add Asset nodes
Connect-Tikit -Token $apiToken
Add-TikitCustomNode -name "Assets" -itemtype "Page" -order 1 -url "https://apps.powerapps.com/play/$($appID)?source=website&amp;screenColor=rgba(165,34,55,1)" -iconURL "https://tikitapi.cireson.com/tikitassets/assetmanagement/phonelaptop_regular.svg"
Add-TikitCustomNode -name "Assets" -itemtype "Tab" -order 1 -url "https://apps.powerapps.com/play/$($appID)?&amp;ticketid={ticketId}&amp;requesterid={requesterEntra}&amp;source=website&amp;screenColor=rgba(165,34,55,1)"</code></pre><p></p><p><em>PowerShell ISE</em></p><figure data-type="image" data-version="v2" data-id="uS4P8xnX2qYQyiqmG0XaY" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/uS4P8xnX2qYQyiqmG0XaY?auto=compress,format" data-id="uS4P8xnX2qYQyiqmG0XaY"></figure><p></p><p><em>VS Code</em></p><figure data-type="image" data-version="v2" data-id="SvN0wu9898EXjqTz2N7GU" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/SvN0wu9898EXjqTz2N7GU?auto=compress,format" data-id="SvN0wu9898EXjqTz2N7GU"></figure><p></p><p>Before you run this, you will need to paste in your Power Apps App ID (above in this article) and a <a href="https://kb.cireson.com/tikit-in-web/post/access-tokens-iLu51UrX5ZnJbDA" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">Tikit Access Token with administrator privileges</a>.</p><p>With your App ID and Token pasted into the above, push F5 to run the script. This will create two new pieces of navigation instantly within your Tikit Agent portal.</p><p>Assets will be available on the left, and Assets will also be available as a tab within tickets when editing them.</p><figure data-type="image" data-version="v2" data-id="y2y110iHud4VdT02KAILg" data-size="best-fit" data-align="center"><img src="https://tribe-s3-production.imgix.net/y2y110iHud4VdT02KAILg?auto=compress,format" data-id="y2y110iHud4VdT02KAILg"></figure><p></p><p>To customize further, check out our article on <a href="https://kb.cireson.com/how-to/post/create-custom-navigation-nodes-in-the-agent-portal-JOg40KGuGoughYg" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">Custom Navigation in the Agent Portal</a></p><p></p><h2 id="453b913e-bbff-4362-9688-8d64299eac8f" data-toc-id="453b913e-bbff-4362-9688-8d64299eac8f" class="text-xl">Configuring InTune Sync</h2><p>To setup the InTune connector, you can use <a href="https://kb.cireson.com/setup-guides/post/configuring-intune-app-registration-8EqEPHVlc0WYaCb" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">Configuring InTune App Registration</a></p>]]></content:encoded>
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            <title><![CDATA[Group Chat]]></title>
            <description><![CDATA[With Group Chat for Tikit, you can converse in Teams with a ticket that is always related to the ticket at hand. This gives Agents, Requesters, Affected Users, and Collaborators a way to discuss in ...]]></description>
            <link>https://kb.cireson.com/tikit-in-web-2ebl812x/post/group-chat-Thv1fxaTf0SVQcq</link>
            <guid isPermaLink="true">https://kb.cireson.com/tikit-in-web-2ebl812x/post/group-chat-Thv1fxaTf0SVQcq</guid>
            <dc:creator><![CDATA[Adam Dzyacky]]></dc:creator>
            <pubDate>Mon, 22 Sep 2025 18:05:50 GMT</pubDate>
            <content:encoded><![CDATA[<p>With Group Chat for Tikit, you can converse in Teams with a ticket that is always related to the ticket at hand. This gives Agents, Requesters, Affected Users, and Collaborators a way to discuss in real time or asynchronously about the ticket they are working on.</p><figure data-align="center" data-size="best-fit" data-id="0uToWvGbyNlJmlkaOxXVc" data-version="v2" data-type="image"><img data-id="0uToWvGbyNlJmlkaOxXVc" src="https://tribe-s3-production.imgix.net/0uToWvGbyNlJmlkaOxXVc?auto=compress,format"></figure><p></p><p><strong>Getting Started</strong></p><p>To use Group Chat, you must feature consent to use Group Chat.</p><ol><li><p>Navigate to <strong>Settings </strong>&gt; <strong>Consent Management</strong> and enable consent for Group Chat</p></li></ol><figure data-align="center" data-size="best-fit" data-id="rhIbx5EH8qLo7LkTiiryz" data-version="v2" data-type="image"><img data-id="rhIbx5EH8qLo7LkTiiryz" src="https://tribe-s3-production.imgix.net/rhIbx5EH8qLo7LkTiiryz?auto=compress,format"></figure><ol start="2"><li><p>Click "Update Consent" in the top right. Microsoft will prompt</p></li><li><p>Group Chat can now be enabled in Ticket Configuration.</p><figure data-align="center" data-size="best-fit" data-id="0J0JVWzVTm4rDUqXSoELD" data-version="v2" data-type="image"><img data-id="0J0JVWzVTm4rDUqXSoELD" src="https://tribe-s3-production.imgix.net/0J0JVWzVTm4rDUqXSoELD?auto=compress,format"></figure></li><li><p>Once enabled, Group Chats can be created on a per ticket basis by Agents</p></li></ol><p></p><p></p><p><strong>Create a Group Chat</strong></p><p>Initiating a Group Chat is done by an Agent from the Agent portal directly on a ticket as seen below by clicking "Create Group Chat"</p><figure data-align="center" data-size="best-fit" data-id="0Cp5B0VW2ikcsBNBlVb84" data-version="v2" data-type="image"><img data-id="0Cp5B0VW2ikcsBNBlVb84" src="https://tribe-s3-production.imgix.net/0Cp5B0VW2ikcsBNBlVb84?auto=compress,format"></figure><p>Once clicked, the button becomes "Open Group Chat" and a banner is placed above the Activity area that allows you to jump directly into the Teams Group Chat.</p><figure data-align="center" data-size="best-fit" data-id="mEaKeHmlm8n2YIW7Z52iI" data-version="v2" data-type="image"><img data-id="mEaKeHmlm8n2YIW7Z52iI" src="https://tribe-s3-production.imgix.net/mEaKeHmlm8n2YIW7Z52iI?auto=compress,format"></figure><p></p><p>When a Group Chat is created the following occurs:</p><ul><li><p>The Requester, Affected Users, Assignee, and Collaborators are brought into a Microsoft Teams Group Chat</p></li><li><p>Tikit Virtual Agent introduces itself to the Group Chat and is a member of the chat to control:</p><ul><li><p>Users added/removed from the Ticket Agent Portal will be added/removed from the Group Chat</p></li><li><p>Users added or removed from the Group Chat, will be added/removed from the ticket</p></li><li><p>When users are added from the Agent Portal, Tikit Virtual Agent will automatically share the entire chat history.</p></li><li><p>If the Request and/or Status is changed in the Agent portal, the Title of the Group Chat is updated accordingly</p></li><li><p>If the Requester/Affected User(s) attempts to remove an Agent from the Group Chat, Teams will allow this but very shortly after Tikit Virtual Agent will automatically add the user who was removed back. In this way, <em>only Agents</em> can control who is on the Group Chat by virtue of who is on the related ticket</p></li></ul></li></ul><p><strong>Customizing Tikit Virtual Agent's Introduction</strong></p><p>Within Bot Configuration, you can control Tikit Virtual Agent's welcome message and whether or not to include a link back to the ticket.</p><figure data-align="center" data-size="best-fit" data-id="46ABRM4DhrrGx4IfTsvqg" data-version="v2" data-type="image"><img data-id="46ABRM4DhrrGx4IfTsvqg" src="https://tribe-s3-production.imgix.net/46ABRM4DhrrGx4IfTsvqg?auto=compress,format"></figure><p></p>]]></content:encoded>
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        <item>
            <title><![CDATA[Tikit API Documentation]]></title>
            <description><![CDATA[WEB ACCESS


You can find the Tikit API Documentation page at https://tikitapi.cireson.com [https://tikitapi.cireson.com]


DETAILS

Many of the common HTTP request endpoints for the Tikit API are documented and organized by the type of ...]]></description>
            <link>https://kb.cireson.com/how-to-an22g1a6/post/tikit-api-documentation-YLxGK3vVB6f3CKt</link>
            <guid isPermaLink="true">https://kb.cireson.com/how-to-an22g1a6/post/tikit-api-documentation-YLxGK3vVB6f3CKt</guid>
            <dc:creator><![CDATA[Ben Anderson]]></dc:creator>
            <pubDate>Thu, 18 Sep 2025 14:23:48 GMT</pubDate>
            <content:encoded><![CDATA[<h2 class="text-xl" data-toc-id="ca46c5cf-550e-4da6-9cfa-974661d26af0" id="ca46c5cf-550e-4da6-9cfa-974661d26af0">Web Access</h2><p><br>You can find the Tikit API Documentation page at <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://tikitapi.cireson.com">https://tikitapi.cireson.com</a></p><figure data-align="center" data-size="best-fit" data-id="oMPFxOgd0Z1aMg8t7DqAy" data-version="v2" data-type="image"><img data-id="oMPFxOgd0Z1aMg8t7DqAy" src="https://tribe-s3-production.imgix.net/oMPFxOgd0Z1aMg8t7DqAy?auto=compress,format"></figure><h2 class="text-xl" data-toc-id="1bfcdfff-654c-4f0f-83cd-9944395b09df" id="1bfcdfff-654c-4f0f-83cd-9944395b09df">Details</h2><p>Many of the common HTTP request endpoints for the Tikit API are documented and organized by the type of request.</p><p>The following information for each endpoint is provided, including:</p><ul><li><p>Description for each endpoint</p></li><li><p>The full endpoint URL (ex. https://app.tikit.ai/api/Ticket), including the request method (POST, GET, etc.)</p></li><li><p>Sample response schema, payloads, and OData filters</p></li><li><p>Required parameters</p></li><li><p>Ability to execute requests against a Tikit environment, given a valid Authentication Access Token</p></li></ul><h2 class="text-xl" data-toc-id="16c631d6-dd45-4184-b3dd-f04ef4454fd8" id="16c631d6-dd45-4184-b3dd-f04ef4454fd8">Usage</h2><p>In order to test actual requests against your Tikit environment, you need a valid <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/access-tokens-iLu51UrX5ZnJbDA">Tikit Access Token</a></p><p>Paste the token in the <strong>Authentication Bearer Token</strong> field at the top left of the page:</p><figure data-align="center" data-size="best-fit" data-id="qG9WilSaN4h8PE8AQ3pDV" data-version="v2" data-type="image"><img data-id="qG9WilSaN4h8PE8AQ3pDV" src="https://tribe-s3-production.imgix.net/qG9WilSaN4h8PE8AQ3pDV?auto=compress,format"></figure><p>Then click, "Set Token" to Authenticate.</p><blockquote><p><strong>PLEASE NOTE: This will create a live connection to your Tikit instance!</strong><br>Any methods which manipulate data (ex. POST, PATCH, etc.) will apply. Use caution when testing these endpoints<strong> </strong>and consider using GET requests for obtaining data for your environment instead of making permanent changes.</p></blockquote><blockquote><p>The Access Token will be scoped to the role it was configured to use in the <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://web.tikit.ai/settings/token">Tikit Access Token Settings</a></p></blockquote>]]></content:encoded>
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        <item>
            <title><![CDATA[Power BI Dashboard Failed to Refresh]]></title>
            <description><![CDATA[PROBLEM

Given the Tikit Power BI dashboard has been published to your tenant.
When refreshing the dashboard dataset.
An error is returned by Power BI that cites an issue with Authorization, Privacy ...]]></description>
            <link>https://kb.cireson.com/how-to-an22g1a6/post/power-bi-dashboard-failed-to-refresh-g6t7qLz9eoJyB1z</link>
            <guid isPermaLink="true">https://kb.cireson.com/how-to-an22g1a6/post/power-bi-dashboard-failed-to-refresh-g6t7qLz9eoJyB1z</guid>
            <dc:creator><![CDATA[Ben Anderson]]></dc:creator>
            <pubDate>Wed, 04 Jun 2025 20:49:27 GMT</pubDate>
            <content:encoded><![CDATA[<h3 class="text-lg" data-toc-id="ae717870-fcf9-42e5-ba45-4bbdec7a2a7f" id="ae717870-fcf9-42e5-ba45-4bbdec7a2a7f"><strong>Problem</strong></h3><p>Given the Tikit Power BI dashboard has been published to your tenant.<br>When refreshing the dashboard dataset.<br>An error is returned by Power BI that cites an issue with Authorization, Privacy Levels, <em>or</em> Skip Connections:</p><blockquote><p><strong>Processing error The ‘Authorization’ header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, Content-Type, If-Modified-Since, Prefer, Range, Referer</strong></p></blockquote><figure data-align="center" data-size="original" data-id="7LnisByaAYPqaPhtp1pra" data-version="v2" data-type="image"><img data-id="7LnisByaAYPqaPhtp1pra" src="https://tribe-s3-production.imgix.net/7LnisByaAYPqaPhtp1pra?auto=compress,format"></figure><h3 class="text-lg" data-toc-id="4de39d5f-ae07-4c3a-8b05-136aaf26c979" id="4de39d5f-ae07-4c3a-8b05-136aaf26c979"><strong>Solution</strong></h3><p>To resolve, update the dashboard dataset’s OData Connection credentials to <strong>Anonymous</strong>. For authentication with Tikit, we use an authentication token so the method for the dataset should be set to Anonymous. For more on managing access tokens, check out <a class="text-interactive hover:text-interactive-hovered" rel="noopener noreferrer nofollow" href="https://kb.cireson.com/tikit-in-web/post/access-tokens-iLu51UrX5ZnJbDA">Manage Access Tokens</a>.</p><p>To view or update the OData credentials in Power BI:</p><p>1. Open the dashboard in Power BI, then select <strong>More options (…)</strong> &gt; <strong>View dataset</strong>.</p><figure data-align="center" data-size="original" data-id="JbYwtw6qRSov566XFbygK" data-version="v2" data-type="image"><img data-id="JbYwtw6qRSov566XFbygK" src="https://tribe-s3-production.imgix.net/JbYwtw6qRSov566XFbygK?auto=compress,format"></figure><p>2. Once in the dashboard’s dataset page, select <strong>File</strong> &gt; <strong>Settings</strong>.</p><figure data-align="center" data-size="original" data-id="F24u97kARult9uLRK5Uh3" data-version="v2" data-type="image"><img data-id="F24u97kARult9uLRK5Uh3" src="https://tribe-s3-production.imgix.net/F24u97kARult9uLRK5Uh3?auto=compress,format"></figure><p>3. In dataset settings, expand <strong>Data source credentials</strong> and select <strong>Edit credentials</strong>.</p><figure data-align="center" data-size="original" data-id="TX4Ty2JYkOQ8v76mv6WxG" data-version="v2" data-type="image"><img data-id="TX4Ty2JYkOQ8v76mv6WxG" src="https://tribe-s3-production.imgix.net/TX4Ty2JYkOQ8v76mv6WxG?auto=compress,format"></figure><p>4. Confirm that<br>– the <strong>Authentication method</strong> is set to <strong>Anonymous<br></strong>– the privacy level is set to something other than <strong>None<br></strong>&nbsp; &nbsp; – A full explanation of Power BI Privacy levels is explained <a class="text-interactive hover:text-interactive-hovered" rel="nofollow noopener" href="https://learn.microsoft.com/en-us/power-bi/enterprise/desktop-privacy-levels">here</a><strong><br></strong>– <strong>Skip Test connection&nbsp;</strong>is checked</p><p>for all Data source credentials</p><figure data-align="center" data-size="original" data-id="2anyp1GB3dsntp4U4aVJg" data-version="v2" data-type="image"><img data-id="2anyp1GB3dsntp4U4aVJg" src="https://tribe-s3-production.imgix.net/2anyp1GB3dsntp4U4aVJg?auto=compress,format"></figure><p>At this point your Power BI dashboard should be all set to refresh manually or on a schedule.</p>]]></content:encoded>
        </item>
        <item>
            <title><![CDATA[Tikit Training Tuesdays]]></title>
            <description><![CDATA[Tikit Training Tuesdays is our weekly training series that highlights different topics across Tikit. We will deep dive into technical setup and configurations of the product, but also cover high-level...]]></description>
            <link>https://kb.cireson.com/setup-guides-b7zne1pu/post/tikit-training-tuesdays-zTMDYxuQJKpAzSt</link>
            <guid isPermaLink="true">https://kb.cireson.com/setup-guides-b7zne1pu/post/tikit-training-tuesdays-zTMDYxuQJKpAzSt</guid>
            <dc:creator><![CDATA[Ben Anderson]]></dc:creator>
            <pubDate>Thu, 22 May 2025 14:51:46 GMT</pubDate>
            <content:encoded><![CDATA[<p>Tikit Training Tuesdays is our weekly training series that highlights different topics across Tikit. We will deep dive into technical setup and configurations of the product, but also cover high-level ITSM topics that allow for you to consume Tikit across your business.&nbsp;</p><div data-type="table-of-content"></div><h2 id="e7cdbffd-63e8-4b09-aaf3-4ac180a8f788" data-toc-id="e7cdbffd-63e8-4b09-aaf3-4ac180a8f788" class="text-xl"><strong>Sign Up</strong></h2><p>Sign up for Tikit Training Tuesdays <a href="https://get.tikit.ai/tikit-training-tuesday" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">here</a>.</p><p>In these sessions, the team will discuss and demonstrate new topics and, upon your request, dive deeper into those previously covered.</p><p></p><h2 id="adf33f37-b9d3-41b4-8bbb-f3191bb0aff2" data-toc-id="adf33f37-b9d3-41b4-8bbb-f3191bb0aff2" class="text-xl">Episode Guides</h2><h3 id="a36f0630-3567-4a3e-ad09-d4ec1c574655" data-toc-id="a36f0630-3567-4a3e-ad09-d4ec1c574655" class="text-lg"><strong>Season 1</strong></h3><table class="border-collapse m-0 table-fixed" style="width: 675px"><colgroup><col style="width: 166px"><col style="width: 274px"><col style="width: 139px"><col style="width: 96px"></colgroup><tbody><tr class="isolation-auto"><th colspan="1" rowspan="1" style="width: 166px; min-width: 166px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Date</p></th><th colspan="1" rowspan="1" style="width: 274px; min-width: 274px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Topic</p></th><th colspan="1" rowspan="1" style="width: 139px; min-width: 139px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Presenter</p></th><th colspan="1" rowspan="1" style="width: 96px; min-width: 96px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Recording</p></th></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>11-Jun-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Knowledge and Deflection</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=7q3ZrYEQpmA&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=1&amp;t=45s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>18-Jun-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Automations</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Jaxon Castillo</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=zYqgzuwio9g&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=2&amp;t=13s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>25-Jun-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Help Card</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=drwXyNe2Z8g&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=3&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>2-Jul-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Categories vs Types vs Tags</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=0nUTHCm1KBw&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=4&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>9-Jul-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Tasks and Approvals</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=jqkXuBBqujY&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=5&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>16-Jul-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Views</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=HSLhchjnnR8&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=6&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>23-Jul-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Templates</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Jaxon Castillo</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=1oOHeUHDOtQ&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=7&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>30-Jul-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Lifecycles</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=KEgI87urLAk&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=8&amp;t=1178s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>6-Aug-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Automate Tasks</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=IcRZ6n2xBEA&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=9&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>13-Aug-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>SLAs</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=4lbgDDh-SW0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=10&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>20-Aug-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Email Connector</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Jaxon Castillo</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=PoaefmX9Owo&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=11&amp;t=1148s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>27-Aug-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Notifications</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=ICtw-e44dBI&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=12&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>3-Sep-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Multi-Department Setup</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=OAAMLQowGCo&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=13&amp;pp=iAQB0gcJCY0JAYcqIYzv" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>10-Sep-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power BI Dashboards</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=lbL9EW49Xxk&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=14&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>17-Sep-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>External Users</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=s2H-sAWb6QU&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=15&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>24-Sep-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>@Mentions</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=WLtfjzLH0GM&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=16&amp;t=689s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>1-Oct-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>ITIL in Tikit</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>8-Oct-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Tikit APIs</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Jaxon Castillo</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=VOF24JF3OIA&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=17&amp;t=606s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>15-Oct-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Powershell and Tikit</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=GLB74RfoAp0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=18&amp;pp=iAQB0gcJCY0JAYcqIYzv" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>22-Oct-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Attachments</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=7CxcdXYIgaI&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=19&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>29-Oct-24</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Season Finale: 5 Must-know tips to get the most out of Tikit</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=nr2GKIPxnXM&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=20&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr></tbody></table><p></p><hr><p></p><h3 id="cb3d3a63-1729-450d-b168-919b7b55ee4c" data-toc-id="cb3d3a63-1729-450d-b168-919b7b55ee4c" class="text-lg">Season 2</h3><table class="border-collapse m-0 table-fixed" style="width: 730px"><colgroup><col style="width: 108px"><col style="width: 305px"><col style="width: 220px"><col style="width: 97px"></colgroup><tbody><tr class="isolation-auto"><th colspan="1" rowspan="1" style="width: 108px; min-width: 108px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Date</p></th><th colspan="1" rowspan="1" style="width: 305px; min-width: 305px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Topic</p></th><th colspan="1" rowspan="1" style="width: 220px; min-width: 220px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Presenter</p></th><th colspan="1" rowspan="1" style="width: 97px; min-width: 97px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Recording</p></th></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>29-Apr-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Welcome Back!</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=4kWDcJs-hqs&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=21&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>6-May-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Adaptive Card Enhancements</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=2azlweBMoVI&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=22&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>13-May-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Adaptive Card Enhancements Part 2</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=97pEGUWLo40&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=23&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>20-May-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Resolution Note</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Patrick Chambers</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=tRUzP-Q9Du8&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=24&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>27-May-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Categories vs Types vs Tags</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=t04Soiy7Dz0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=25&amp;t=128s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>3-Jun-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Knowledge and Deflection</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=uVovt7ubh5Q&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=26&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>10-Jun-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Bot Configuration</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Bethany Pina &amp; Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=2OTHRy5mmi0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=27&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>17-Jun-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>File Attachments</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Patrick Chambers</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=MgGNjUGVPbU&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=28&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>24-Jun-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Templates</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=ljyFbpamOuM&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=29&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>1-Jul-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Service Catalog</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=wsiWPMO0100&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=31&amp;t=1310s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>8-Jul-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Automate Tasks</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=DK2-TAKVy54&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=30&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>15-Jul-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Automate Tasks Part 2</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=wsiWPMO0100&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=31&amp;t=1310s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>22-Jul-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Tikit APIs</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=0SdeccpedJ8&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=33&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>29-Jul-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Automations</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=Jz4tmd2HgYE&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=35" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>5-Aug-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power BI Dashboards</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=uTNNTEpID2A&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=35&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>12-Aug-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Relating and Merging</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=Mr5G4YK1GDE&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=36&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>19-Aug-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Views</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=KPxLRMb4mwA&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=37" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>26-Aug-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>SLAs</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=mS8tVXL59zk&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=38&amp;t=600s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>2-Sept-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Top Tips for Success</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=kDDsgG7aulE&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=39" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>9-Sept-25</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Season Finale: Favorite Features</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Customer Success Team</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=yqkjukwvAUE&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=40&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr></tbody></table><p></p><hr><p></p><h3 id="308b9c6a-d3f5-4528-80d5-77632cf70b68" data-toc-id="308b9c6a-d3f5-4528-80d5-77632cf70b68" class="text-lg">Season 3</h3><table class="border-collapse m-0 table-fixed" style="width: 790px"><colgroup><col style="width: 120px"><col style="width: 299px"><col style="width: 252px"><col style="width: 119px"></colgroup><tbody><tr class="isolation-auto"><th colspan="1" rowspan="1" style="width: 120px; min-width: 120px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Date</p></th><th colspan="1" rowspan="1" style="width: 299px; min-width: 299px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Topic</p></th><th colspan="1" rowspan="1" style="width: 252px; min-width: 252px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Presenter</p></th><th colspan="1" rowspan="1" style="width: 119px; min-width: 119px;" class="relative bg-background border text-left font-bold p-2 [&amp;_p]:m-0"><p>Recording</p></th></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>14-Apr-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Welcome Back!</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=XIRy-Raqfj8&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=41&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>21-Apr-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Multi-Turn Cards</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=DLysirds9QA&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=42&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>28-Apr-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Asset Management</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=KXHy-RBvWts&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=43&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>5-May-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Properties</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=y4_CsbkHiUI&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=44&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>12-May-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Properties Automation</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=a8vBYB5zVzc&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=45&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>19-May-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Lifecycles</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=P8pTcGRXTUo&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=46&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>26-May-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Phrases &amp; AI Tuning</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Bethany Pina &amp; Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://youtu.be/OuTxKzz6wJo" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>2-Jun-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Custom Nodes and Tabs with iFrames</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=uiTxMCBWfx0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=50&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>9-Jun-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Automate Part 1</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=lnde-k8o2ME&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=48&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>16-Jun-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Automate Part 2</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Ben Anderson</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=pu9uuGzUZbs&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=49&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>23-Jun-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Multi Turn Cards Automation</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=vlrYKOt3Kq4&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=51&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>30-Jun-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Lifecycle Phase Transitions</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=E6bPLE7kPQU&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=52&amp;pp=iAQB0gcJCUwLAYcqIYzv" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>7-Jul-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power BI</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=Thm0YZoblOg&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=53&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>14-Jul-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Group Chat</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Joshua Davies and Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=sPMqZNobU10&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=54&amp;t=2s&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>21-Jul-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Power Apps</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Geoff Ross</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://youtu.be/gr6lPdoHkHY" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>28-Jul-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Build A Process Part 1</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=lJ4N8dy4jkQ&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=56&amp;pp=iAQB" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>4-Aug-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Build A Process Part 2</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>Justin Workman</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://www.youtube.com/watch?v=oo8-A4E7vw0&amp;list=PLzNSm8gcvdhLhxPMehEw0BtOktPc3WpTq&amp;index=57&amp;pp=iAQB0gcJCcoLAYcqIYzv" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr><tr class="isolation-auto"><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>11-Aug-26</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>APIs</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p>James Nuamah</p></td><td colspan="1" rowspan="1" class="relative border p-2 min-h-6 align-top [&amp;_p]:m-0"><p><a href="https://youtu.be/av4cf0fP5BI" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">View</a></p></td></tr></tbody></table><h2 id="06ef530e-eb7c-4824-923f-506d14ac22e0" data-toc-id="06ef530e-eb7c-4824-923f-506d14ac22e0" class="text-xl"><strong>Feedback</strong></h2><p>This series is community lead so please provide feedback and let us know which other topics you would like to see.&nbsp;</p><p>Send an email to “<a href="mailto:help@cireson.com" rel="noopener noreferrer nofollow" class="text-interactive hover:text-interactive-hovered">help@cireson.com</a>” to share your thoughts.</p>]]></content:encoded>
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