Pod configuration

ConnectWise Pods are a great method of getting information from Rewst into different areas within ConnectWise Manage, such as service desk tickets.

Configure ConnectWise pods

To configure the connection between your pods and Rewst, follow the below steps.

  1. Login to ConnectWise Manage as a user that has access to the Setup Tables. This is likely an admin account.

  2. Click the System icon on the bottom left of the ConnectWise Manage UI.

  3. Click on the Setup Tables menu that appears.

  4. Enter \*api\ in the table filter. Your returned result should be Manage Hosted API.

  5. Click Add and use the below settings:

    1. Description - Enter Rewst

    2. Screen - For our example, we use Service Tickets

  6. Select Pod.

Add pods to tickets

  1. Click the Settings icon in the top right corner of your screen.

  2. Select Pod Configuration.

  1. Move the Rewst pods to the Displayed table.

You'll have a workflow called [Rewst Master v3] Pods: Technician Toolbox within your organization.

Re-run a pod from a ticket

Let's imagine you have a ticket that has had its associated pod workflow execution expire (or fail for one reason or another). If you attempt to view the pod in the ticket you'll see something along the lines of:

To execute a new instance of the pod, click on the Links dropdown in the ticket and choose Rewst - Start Pod on this Ticket.

After you have used this button, a web page will open and close. This will send a request to the Live Link trigger and start a new execution for that ticket. Allow some time to pass for the ticket to update. You should see the pod populate once the execution has gone through.

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