General Questions (Public)
This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.
Ticket notifications
Good Afternoon,
Can you help me figure out if there is a way to set a form to NOT notify the requestor and the reviewer/responsible person? We have some internal forms and there is no need to clog email with notifications if we can avoid it....
Can you help me figure out if there is a way to set a form to NOT notify the requestor and the reviewer/responsible person? We have some internal forms and there is no need to clog email with notifications if we can avoid it....
1 Answer
Randi Buckley
Last activity on 4/18/2024 2:53:37 PM by Mark Sayers
Adding Calendars to Desktops
Can you add a Ticket Calendar to desktop templates? I'm not seeing anything calendar related in available content.
1 Answer
John Anderson
Last activity on 4/18/2024 2:40:36 PM by Mark Sayers
Workflow Notification Template
I am not super familiar with template tags and am wondering if I can get a person's email address from a custom attribute that is a person field type. I can get it to display the name, but I'm not sure if I can reference other attributes of a pe...
1 Answer
Jim Lucas
Last activity on 4/18/2024 1:53:58 PM by Mark Sayers
Email Logs
I changed the password for all of our email monitor accounts and refreshed the Microsoft OAuth 2.0 tokens. I thought I also updated the outbound SMTP accoutn password, but certain ticket notifications are coming from notify@teamdynamixapp.com no...
6 Answers
Scott Cory
Last activity on 4/18/2024 5:01:00 PM by Scott Cory
Types and what they are attached to
For an application's ticket type, how do I find out what services are associated with it? I see there are two but I didn't set them up and don't know where they are.
1 Answer
Justin Goode
Last activity on 4/18/2024 1:34:40 PM by Mark Sayers
Hide KB Article Category
I'm building out our KB Articles and creating categories that we will need but aren't currently using.
Is there a way for me to hide these categories, until I need them?
Is there a way for me to hide these categories, until I need them?
1 Answer
Aaron Rice
Last activity on 4/18/2024 9:32:06 AM by David Tod
Assigning a ticket to the person that opened it?
I was wondering if there's a way using to use a web service call as a Workflow step to assign a ticket to the person that created it. I can see there's a way to update the responsible person, but I'm not sure how to update it to the person that c...
1 Answer
Kay Masters
Last activity on 4/18/2024 9:40:57 AM by Mark Sayers
{{NextTicketsUrl}}, {{ClientUrl}}, etc. not working when user authenticates
We have a vanity URL with TeamDynamix.
I have notification templates that use the {{NextTicketsUrl}} and {{ClientUrl}} template tags.
When a person taps the link in the notification email and is already authenticated, the link works correctly...
I have notification templates that use the {{NextTicketsUrl}} and {{ClientUrl}} template tags.
When a person taps the link in the notification email and is already authenticated, the link works correctly...
1 Answer
Greg Van De Mark
Last activity on 4/17/2024 2:36:51 PM by Mark Sayers
Group Tickets by Primary Responsible
I would really like to group all the tickets by 'Primary Responsible" to see what tickets each of my techs are actively working on. I see there are ways to group tickets, but not on this specific field.
With all the features within TDX I woul...
With all the features within TDX I woul...
2 Answers
Aaron Rice
Last activity on 4/17/2024 3:10:14 PM by David Tod
Issues getting workflow to move past a collector
In this workflow after the tasks are completed and the aprroval in approved it sits in the collector and wont advance until you hit the skip this step in the completion of tasks Collector step. Cant figure out how to get it to advance automatica...
2 Answers
Jeff Schilling
Last activity on 4/17/2024 1:41:50 PM by Mark Sayers
TDX iPaaS flow - How to change the owner of a specific flow?
We have multiple flows configured to email flow owner on failure using the below advanced setting found in the flow configuration.
We noticed today that the person we expected to be notified of the failures was not receiving email...
We noticed today that the person we expected to be notified of the failures was not receiving email...
1 Answer
Michael DiGregorio
Last activity on 4/17/2024 11:28:16 AM by Mark Sayers
Update Status
Is there a template I can edit for the update status page? I would like to make comment field in either one or all optional.
1 Answer
Michael Rodriguez
Last activity on 4/17/2024 10:08:09 AM by Mark Sayers
iPaaS Dynamic Forms, using a swith to make rows disappear/reappear
I'm working on a dynamic form that I have a switch. When I click the switch I want the rows to appear otherwise they stay hidden. What is the best way to do this?
2 Answers
Jason Rider
Last activity on 4/17/2024 12:13:19 PM by Mark Medaugh
iPaaS Exchange Management Shell Connector
Hi all,
I have been working on getting our system connected to the Exchange Management Shell (special PowerShell instance) as we have an on-premise installation of exchange server (connected in a hybrid relationship with the cloud). We are bu...
I have been working on getting our system connected to the Exchange Management Shell (special PowerShell instance) as we have an on-premise installation of exchange server (connected in a hybrid relationship with the cloud). We are bu...
1 Answer
Bennett Forkner
Last activity on 4/16/2024 10:56:38 AM by Mark Medaugh
Do we have to regenerate OAuth 2.0 tokens regularly?
Good Morning,
Do we have to regenerate OAuth 2.0 tokens regularly?
Until September 2023 we were on prem and sometime prior to that, we had IMAP monitors.
The tokens would not stay valid for more than 90 days. We had to regenerate th...
Do we have to regenerate OAuth 2.0 tokens regularly?
Until September 2023 we were on prem and sometime prior to that, we had IMAP monitors.
The tokens would not stay valid for more than 90 days. We had to regenerate th...
1 Answer
Sarah Glatz
Last activity on 4/16/2024 9:58:54 AM by Mark Sayers
Notification Task Include Approval Comments
In this workflow: https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/Workflows/Builder/13490306 , I'd like for a notification step, https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/273...
1 Answer
Sheila McBride
Last activity on 4/16/2024 9:29:16 AM by Brittany Renn
Forms - Send email
App: Salesforce - Dev -
Flow: Manual Lead Entry
Can you help me figure out why I am getting an error message: Cannot determine the frame size or a corrupted frame was received.
When trying to submit a form notification?
Tha...
Flow: Manual Lead Entry
Can you help me figure out why I am getting an error message: Cannot determine the frame size or a corrupted frame was received.
When trying to submit a form notification?
Tha...
1 Answer
Michael Leys
Last activity on 4/16/2024 5:41:46 PM by Mark Medaugh
Service Now API calls to TDX
Do you know where I would find the ServiceNow API calls to TDX to integrate the two ticketing systems to each other. We are using a company that uses ServiceNow as a 1st level support support. They need integration information to receive data an...
1 Answer
Matthew Thompson
Last activity on 4/15/2024 3:55:53 PM by Mark Sayers
Add new tag on user reassignment
Hello. I am wanting to add a new tag automatically when I, or another set of users reassign a specific ticket type to another user. Can this be done using workflows or automation?
An example would be, I've claimed a ticket, I now want to reas...
An example would be, I've claimed a ticket, I now want to reas...
1 Answer
Philip Kukla
Last activity on 4/15/2024 11:25:10 AM by Mark Sayers
Keep getting Data(.)(.) instead of Data inside my "find in" expression
Hello,
I am redoing some lab exercises just to re familiarize myself with stuff. The one lab exercise involves finding the row inside of a .csv file where a particular value resides. To do this, I created the following flow steps:
...
I am redoing some lab exercises just to re familiarize myself with stuff. The one lab exercise involves finding the row inside of a .csv file where a particular value resides. To do this, I created the following flow steps:
...
2 Answers
Jason West
Last activity on 4/16/2024 4:17:17 PM by Jason West
Group Desktop Template
Hi,
Is there a way to add a desktop template for all members of a group, or is it only possible to add a desktop to individual users one at a time?
Is there a way to add a desktop template for all members of a group, or is it only possible to add a desktop to individual users one at a time?
1 Answer
Scott Cory
Last activity on 4/12/2024 12:55:01 PM by Brittany Renn
Service Offering - (parent) service not correct in reporting
I'm working with service offerings - something relatively new to me.
I have a general service offering I set up in this way:
category = (none)
service = "General"
service offering = "Service Offering"
Looking at breadcrumbs in TDCli...
I have a general service offering I set up in this way:
category = (none)
service = "General"
service offering = "Service Offering"
Looking at breadcrumbs in TDCli...
1 Answer
Greg Van De Mark
Last activity on 4/12/2024 12:49:41 PM by Mark Sayers
Static Field Not Showing On Tickets
Hello, I may be just tired and seeing double, but I have a static field on a Form that does not appear in the ticket as expected.
https://app.screencast.com/likxMJ2Xucxm9
What am I missing here?
Thanks, Tevis
https://app.screencast.com/likxMJ2Xucxm9
What am I missing here?
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 4/12/2024 9:55:13 AM by Mark Sayers
Error accessing S3 buckets using S3 connectors
While I am trying to access my S3 bucket using an S3 connector, it is giving the an authorization error. I believe it is due to improper setting in my connector to direct it to my bucket and also the access control to my bucket. My final goal is ...
1 Answer
Pavan Sai Korlapati
Last activity on 4/11/2024 2:17:51 PM by Mark Sayers
Can a standard report be modified?
I am working on multiple tickets and my desktop I have some standard reports such as "My assigned tickets" and "My assigned tasks".
I noticed these are standard reports and I don't have the option to modify them as custom reports, so, Is it p...
I noticed these are standard reports and I don't have the option to modify them as custom reports, so, Is it p...
1 Answer
Nicolas Ledezma-Munoz
Last activity on 4/10/2024 11:41:24 AM by Nicolas Ledezma-Munoz