delete SSN from Comments

What is the best way to remove a SSN from a ticket comment or Description? if the comment is delete from the ticket is it gone from the database? or should even delete the ticket? would that ticket be deleted from the database?
Dave Widdison ...
0 Answers
Kevin Cook Last activity on 7/8/2020 5:15:38 PM by Kevin Cook

Create a custom "My work Report"

Good day,
I am trying to build a report that shows all the assigned items for a specific person (filter).
i.e.: Choose a user, the report should display the tickets, ticket tasks, projects tasks assigned as "My Work" by the user...
1 Answer
Tarek Sinno Last activity on 7/8/2020 10:11:54 AM by Mark Sayers

Email Notification

One of our Resources Managers, had added 3 resources to a project (in the Resource Management application in the Manage Allocations activity) that Angela (the Project Manager) and Joe (the Alternate Manager) and in the Project's Feed it i...
1 Answer
Brittany Coyne Last activity on 7/8/2020 10:03:10 AM by Mark Sayers

Teams Integration

I gather from the webinar that the Teams integration is currently only for Saas customers. at any point will it be made available for customers that host TDX onsite?
1 Answer
Reginald Duffy Last activity on 7/7/2020 12:00:41 PM by Mark Sayers

Web Service Methods after refresh

After the refresh all of our web service methods have been marked as inactive and the paths were not updated. I know that after the last refresh this did not happen. Was something missed during this refresh?
1 Answer
Danee Gunka Schwartz Last activity on 7/7/2020 11:14:27 AM by Mark Sayers


How to run a survey report to get survey results?
1 Answer
Earl Williams Last activity on 7/7/2020 11:05:22 AM by Mark Sayers

Asset Contracts - Needing to Enter Multiple Renewal Years with Dates, POs, Costs, etc

I have read most of the Asset Contracts KB articles, watched the videos, and viewed the customer Questions. Please review the process below to see if others have done something like this, or if there is a better process. Please let m...
1 Answer
Beverly Davis Last activity on 7/6/2020 11:07:40 AM by Mark Sayers

Do any connectors exist to integrate TDX with enterprise incident response / IT alerting solutions?

My organization is interested in integrating ITSM (TeamDynamix) with some sort of enterprise solution for incident response / IT alerting. Here are some of the potential features that either our desired solution would already possess, or that we'...
1 Answer
Ningxin (Linda) Zhu Last activity on 7/6/2020 10:22:54 AM by Mark Sayers

Teams integration isssues

I've uploaded the app to our Teams Admin center as instructed in the article below.
However, it appears that only users who have admin permissions for teams ...
2 Answers
Topher Rosenau Last activity on 7/2/2020 4:10:38 PM by Mark Sayers

Teams Integration - Ticketing Apps

For the Teams integration, do all ticketing apps have access to their tickets, etc. or does only one ticketing app have the ability? All of our ticketing apps share the same client portal.
2 Answers
Alex Oquendo Last activity on 7/2/2020 11:34:06 AM by Alex Oquendo

Time Off Calendar - Projects

If a user enters time off on their Time & Expenses report, can it show in the Projects on which they are a resource? When I look at the calendar on a project, the time off doesn't show up, even though it does show on the main calendar...
1 Answer
Amy (Dube) Hodgdon Last activity on 6/30/2020 4:26:44 PM by Mark Sayers

Asset Import API

Hello, I am new to Team Dynamixs as well as APIs. I am currently reviewing the document on importing assets.
If you are pulling asset information from another vendor to TDX, how would you go about scheduling the process?
2 Answers
Tyler Duncan Last activity on 7/2/2020 11:09:42 AM by Tyler Duncan

Emailed reports From address changes

One of our managers noticed that the report she created seems to have a changing From address, it either comes from the system or the owner of the report. The from address seems to change on a random basis. I had thought it might depend on if the...
1 Answer
David Robertson Last activity on 6/30/2020 9:31:55 AM by Mark Sayers

Contacts field is missing from Report Field dropdown

I have the Contacts field on a report. I want to show this field on a report. I see Contacts in the reports Help (see attached) but I do not see Contacts in the dropdown to add it to a report (see attached). Is it someplace else?
1 Answer
Janet Moore Last activity on 6/30/2020 9:19:04 AM by Mark Sayers

Declined Project Request - Windows Capacity Planner

Is there a way to ensure that when a project request is rejected (declined) that it is also removed from the Windows budget & Capacity planner? The Medicare Carve-out request was declined but still shows up as a request we can do scenario ...
1 Answer
Brittany Coyne Last activity on 6/29/2020 11:38:23 AM by Mark Sayers

Able to hyperlink a word in the message for the ticket post Feed item API endpoint?

Hello, we're using the ticket Feed API to post a feed item and send an email to the requester. Am I able to hyperlink word(s) in the body message for the API call?
1 Answer
Edith Murillo Last activity on 6/29/2020 9:44:21 AM by Mark Sayers


Can a workflow/webservices do the following:
Be applied to a ticket and change the type of form this ticket has? Be applied to a ticket and use custom attributes in the form (i.e. name and email text boxes) to create a new requestor? ...
2 Answers
Luisa Silva Last activity on 7/7/2020 10:19:26 AM by Luisa Silva

Is there a way to select multiple values from the dropdown attribute?

A user is requesting to create a dropdown attribute where they can select multiple values using the shift key to select. I believe the only 2 attribute types I can create are checkbox list and multiselect. The multiselect is a dropdown, but I ca...
4 Answers
Edith Murillo Last activity on 6/29/2020 1:01:13 PM by Edith Murillo

User Import API

Is anyone willing to share how they got the USER Import API connected?
I believe what we need -
1. script that dumps user information into the import template
2. something that then uploads the template into TDX
I am at a loss. No...
1 Answer
Topher Rosenau Last activity on 6/25/2020 9:12:26 AM by William Cochran

Ivy integration api questions

Hi!! Is there a way to create tickets without notifying the user with the API? Also can we use the API to overwrite the created and completed date stamps that TDX uses (for instance using information from the chatbot about when the interaction ...
1 Answer
Danee Gunka Schwartz Last activity on 6/23/2020 2:14:18 PM by Mark Sayers

Dll for web api

How do I download the DLL from the TeamDynamix Community . I have a valid Community account but whenever I tried the link, it gives me permission denied. Is there any other location for teamdynamix DLL?
1 Answer
saima khan Last activity on 6/23/2020 12:17:20 PM by Mark Sayers

Workflow Conditional Step

Hello--I am trying to refine a ticket workflow for employee offboarding. If a supervisor makes a request to have an employee's access removed on a certain date, I would like for them to be able to list the date in the ticket (custom attribute), t...
1 Answer
Leona Hall Last activity on 6/23/2020 9:02:20 AM by Mark Sayers

Change ticket status through Web API

Our organization is just getting started with Web APIs.
We have a workflow for software approval and we've created 2 new status: "Approved" and "Rejected".
We'd like the tickets to get either of our new s...
1 Answer
James Moyle Last activity on 6/22/2020 8:12:33 PM by Mark Sayers

Getting all the Services with the API in 11.1

I use the GET{appId}/services API call to fetch all Services and then check if a correct Service is passed in during ticket creation against this list, and if not, I use the list of Services to warn the...
1 Answer
Monika Fekete Last activity on 6/23/2020 9:06:10 AM by Mark Sayers

KPI desktops for non-TDNext users

We want to share KPI measurements / metrics with our campus. TeamDynamix has the detail that we want to share. We'd like to share some pretty KPI charts (summaries, counts) with narratives. We'd also like it so customers can drill down to get fur...
1 Answer
Greg Van De Mark Last activity on 6/22/2020 7:53:26 PM by Mark Sayers

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