Exclude customers

Is there a way to exclude customers from a report? or would it have to be a different data point?
1 Answer
Kevin Beattie Last activity on 9/28/2020 10:49:31 AM by Mark Sayers

Report filter value reset

I just want to confirm this is existing functionality before submitting a product enhancement and perhaps even be convinced why it works that way.
When on a report with a filter such as Requestor if I have several values already and want to...
1 Answer
Kevin Beattie Last activity on 9/28/2020 10:47:38 AM by Mark Sayers

Resource Manager

I was trying to add a manager to a resource pool, but when I go to search for the person he's not showing up. In fact, when opening the Add manager option, I'm only seeing 10 people in the list. This happens for all the resource pools. I'v...
1 Answer
Ann Edvaldsson Last activity on 9/28/2020 10:05:23 AM by Mark Sayers

View Project's Composite Score in Admin Portal

I am not able to see scorecard scores, organizational risk scores, or the composite score information for projects that I'm not a member of when viewing them in the admin portal under Project/Workspaces. Is there a way to view these piec...
1 Answer
Susan Galvin Last activity on 9/25/2020 1:28:21 PM by Mark Sayers

JCCC: Reminder (Task) to remove permissions

Good morning --
I have a form (Access Request, System Access (COPY) in Sandbox), that is using workflow to promote next steps, to end users.
On the form (user asking permissions to specific 3rd party applications) there is a question rega...
2 Answers
Daniel Epley Last activity on 9/25/2020 11:25:43 AM by Daniel Epley

Not Receiving New Release Notification Emails

What do I need to do to subscribe to notification emails from It seems like I missed the notification email about the version 11.2 release.
1 Answer
Amber Ziegler Last activity on 9/25/2020 10:39:00 AM by Mark Sayers

Custom Workflow - Notify Requestor and Reassign

Pardon my ignorance as I have recently inherited our TD management and am trying to see what is possible with this platform.
I'm hoping to create a workflow or something like it where it would perform two steps once completed:
1. Notify t...
1 Answer
Kendall Johnson Last activity on 9/25/2020 9:59:20 AM by Mark Sayers

Survey troubles

We have a survey that is being sent out to students which, when completed, sends a completion response to use without their information. It only lists their IP. I was wondering if there was some setting that enables this anonymity or if it was a ...
1 Answer
Dallin Cawley Last activity on 9/25/2020 9:31:15 AM by Mark Sayers

Notification when responsible is assigned to card wall

Is there a way to send a notification to the responsible(s) when the latter is(are) assigned to a card wall in a project?
1 Answer
Alaa Hassan Last activity on 9/24/2020 11:44:14 AM by Mark Sayers

11.2 release notes and custom desktops deprecation

After hearing the 11.2 preview session, one of our clients asked if customizable Desktops are going away. My impression was that was only for local installations (and we are SaaS), but at the same time I'm not sure if that's referring to the gen...
1 Answer
David Durling Last activity on 9/24/2020 10:20:20 AM by Mark Sayers

Out of Office auto-reply email

Is it possible to auto-reply to email-generated tickets during after hours/out of office/holidays when a department is closed or unavailable? We have a department that would like an automated notification be sent back to users that submit tickets...
1 Answer
Ernesto Sanchez Last activity on 9/23/2020 10:32:10 AM by Richard Atkins

Microsoft Teams TDX application

How can we remove a former TDX Next user from the MS Teams integration? They still show as a registered user but unable to use the application which is good, but want to keep this list cleaned up.
1 Answer
Gary Pitman Last activity on 9/22/2020 1:00:39 PM by Mark Sayers

Workflow Notifications not sending

So I have this test workflow, and I am setting it up to continually send out a notification until the client responds the logic is
1. ticket will goto hold
2. a condition is tested to see if the ticket did goto hold
a. If tick...
1 Answer
Andrey Little Last activity on 9/22/2020 9:56:35 AM by Caitlin Baer

Auto-Generate New Tickets?

When the system auto-generates a new ticket from an old closed request the ticket gets assigned directly to the responsible person from the original ticket, and not the group. Is it possible to have it assigned to the GROUP that person...
3 Answers
Tevis Boulware Last activity on 9/4/2020 2:56:11 PM by Tevis Boulware

How to make Questions visible

How can I allow unauthenticated users to ask a question in a client portal? We have adjusted all settings we see that has to do with making "Questions" public.
1 Answer
Luisa Silva Last activity on 9/21/2020 11:06:00 AM by Mark Sayers

Can TDX make outbound HTTP REST calls to other applications?

Is this possible? If so what API calls would I use?
Our infrastructure team uses OpsGenie, We want TDX to make an outbound HTTP REST call to OpsGenie whenever a Major Incident is created. The HTTP REST call from TDX would raise an alert in...
1 Answer
Janet Moore Last activity on 9/21/2020 10:30:41 AM by Mark Sayers

Email Monitor and Automation Rules

Hopefully someone can give me a quick refresh on this area.
I just setup an additional email monitor on an email address and found that the result was a ticket assigned to a different group than defined on the email monitor because an automat...
1 Answer
Kevin Beattie Last activity on 9/21/2020 9:25:17 AM by Caitlin Baer

On Ticket Close.

Is there a way to perform some action with a ticket, like send an email as an example, once the ticket is closed automatically? I understand that Automation Rules can't be used because those only apply when the ticket is created. Is there some &q...
1 Answer
Dallin Cawley Last activity on 9/21/2020 9:59:05 AM by Caitlin Baer

Goals Field not available for some projects

We have the Goals field. They are available only for a few projects but not for some. Why would that be. We want to use this information for our reporting.
1 Answer
Meena Murali Last activity on 9/18/2020 8:52:19 AM by Carrie Willis

Is there a way to change the type for a custom attribute?

OMG! I hand entered over 200+ choices for a ticket custom attribute and configured the parent matrix and realized the type should be multiselect and not a dropdown. Is there any way I can change the type without deleting everything and starting o...
1 Answer
Edith Murillo Last activity on 9/15/2020 3:29:05 PM by William Cochran

Linking Protected attributes together

Good Afternoon,
I was wondering if it is possible to link protected attributes together? I created two protected attributes and wanted to link the 2nd one to the 1st one, but did not see the 1st protected attribute in the list of parent attri...
1 Answer
Gabriela Barragan Last activity on 9/15/2020 8:13:29 AM by William Cochran

Is there a way to upload the choices to a custom attribute?

Hello, I read there's no limit of choices to add to a custom attribute. If there's over 100 choices to an attribute, is there a way to upload a list of these choices to an attribute?
1 Answer
Edith Murillo Last activity on 9/14/2020 11:57:20 AM by Carrie Willis

Where do I find total estimated hours listed on issues?

I am trying to determine how many hours we have remaining on the project. I entered the estimated time on all issues, however, I can't seem to find where the total is?
Thank You,
Leah deVries
1 Answer
Leah deVries Last activity on 9/14/2020 12:11:33 PM by Carrie Willis

Project Paused

When I set a project status to paused, how do I get that information on when it was paused, on the project report. Currently I am using the end date to update this.
2 Answers
Meena Murali Last activity on 9/14/2020 12:04:33 PM by Carrie Willis

TeamDynamix Ticket Alert

Many of us in IT received a very strange email from our TDX system titled "TeamDynamix Ticket Alert" for a ticket that was closed. Everyone that received this email had absolutely nothing to do with the ticket. No group membership, cont...
3 Answers
David Mitchell Last activity on 9/22/2020 4:15:40 PM by Carrie Willis

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