Questions

IPaaS Connectors and XML

I have a use case where I need to port over an existing Drupal/PHP script into IPaaS/TeamDynamix. The system is "KickServ", which only works with XML.
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
0 Answers
Tevis Boulware Last activity on 6/18/2024 6:01:40 PM by Tevis Boulware

Group Ticket Creation Report by Day/Month

Looking through the Display Formats for the "Created" field in ticketing reports, there is no format for Day/Month which I would think would be one of the more common display formats? Is this something we're able to create as an attribute somewhe...
1 Answer
Justin Melton Last activity on 6/18/2024 3:21:27 PM by Brittany Renn

How to sort ticket reports by Create date?

Is there a way to sort ticket reports so that they show the oldest tickets first?
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
1 Answer
Kay Masters Last activity on 6/18/2024 1:30:42 PM by Greg Van De Mark

SLAs and Priority MAtrix

Hi TDX!
We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
1 Answer
Michael Rodriguez Last activity on 6/18/2024 2:23:44 PM by Brittany Renn

Linking Tickets to a Project

Hi,
We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
Thanks,
1 Answer
Valentina Gutierrez Last activity on 6/18/2024 11:12:42 AM by Brittany Renn

Chat bubble bouncing

Is there a way to prevent the chat bubble in the lower right-hand corner from bouncing every time a page on this site loads? As I am browsing through the site, I don't really need a reminder that the chat is there every time I click on a link.
1 Answer
Beau Stribling Last activity on 6/17/2024 4:36:26 PM by Mark Sayers

Different Result Forms for Similar iPaaS Expressions

I was testing a flow in iPaaS recently and found that if I set a property value by selecting a row in a data model array using the Find In expression, the result was an integer, however, if I set the same property using the Get In expression with...
1 Answer
Corrine Knox Last activity on 5/17/2024 4:03:43 PM by Mark Sayers

iPaaS Notify by SMTP not sending attachments

We have a notification provider set up to send notifications by SMTP. It allows us to send emails appropriately form iPaaS, but it is not allowing us to send attachments via these emails.
We are using the SMTP connector.

Within the ...
0 Answers
Naseem Benjelloun Last activity on 5/20/2024 3:35:09 PM by Mark Sayers

Can we setup automatic notifications when cards move?

Can we setup automatic notifications when cards move from one column to the next w/in a card wall?
1 Answer
Rebecca Murphy Last activity on 6/17/2024 10:59:58 AM by Mark Sayers

Is there any way to have the "Last Updated" attribute for projects respond to changes to custom attributes on the update form

Is there any way to have the "Last Updated" attribute respond to changes to custom attributes on the update form?
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
1 Answer
Bates Nunamaker Last activity on 6/14/2024 1:37:17 PM by Mark Sayers

Visibility of Workflow Step for Requester in Client Portal

Hi TeamDynamix,
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
1 Answer
Stephen Wichuk Last activity on 6/14/2024 10:38:48 AM by Mark Sayers

Need to update department info for API people lookup

Hi,
We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
1 Answer
Kim Rathbone Last activity on 6/13/2024 2:29:36 PM by Mark Sayers

Limit permissions in an application

Is there a way to give a specific user access to ONLY a specific report that is in an application that they are not part of?

For instance:
User1 does not have access to inventory but i need to give them access to only a report withi...
1 Answer
James Richard Last activity on 6/13/2024 12:35:07 PM by Mark Sayers

adding Knowledge Base articles

Good afternoon, I was wondering if you could tell me how to allow our technicians to be able to add knowledge base articles directly from the ticket they are currently working on. I can do it with my Admin account but normal technician licenses d...
1 Answer
Ryan Turner Last activity on 6/12/2024 3:55:27 PM by Mark Sayers

Assets/CIs Search Behavior

I had previously set up a form to filter only one type of configuration item. The custom form renamed the Asset/CI field to What System?
The configuration item is Application. The filter is set to allow Applications only.
Now, the search...
1 Answer
Steve Cade Last activity on 6/12/2024 10:53:53 AM by Mark Sayers

Forced approvals

I am looking for a method to not allow force approve/reject to management staff on specific type of ticket, Change. We have our change management built into ITS Tickets for ease of use, but have run across an issue where managers are clicking on ...
1 Answer
David Robertson Last activity on 6/17/2024 1:20:30 PM by Mark Sayers

Project Management KB?

Hello, it's been a while since I worked with the Project Management module, but I have some enterprise customers who would like to start using Projects. However, as I remember, there was some good Project Management KB articles; however, I can't...
1 Answer
Tevis Boulware Last activity on 6/11/2024 3:08:19 PM by Mark Sayers

Asset Application External Viewer

Hello,
What is required to get the External Viewer to work in an Asset Application? In the sandbox I've setup an external viewer and tried creating an asset with an External ID as well as importing an asset with an External ID. Neither seem t...
1 Answer
Todd Simpson Last activity on 6/11/2024 1:00:29 PM by Mark Sayers

User API

I am sending a POST to the User API endpoint .../TDWebApi/api/people/{{uid}} with the body:
{
"FirstName": "{{firstName}}",
"LastName": "{{lastName}}",
"PrimaryEmail": "{{primaryEmail}}",
"Company": "Chico State",
"Is...
2 Answers
Scott Cory Last activity on 6/11/2024 3:09:11 PM by Scott Cory

Shared Calendar

Hello there,
Is it possible to create a calendar for a team of users or departments that can be used to track things like software renewals?

Thank you.
1 Answer
Elaha Noori Last activity on 6/11/2024 11:00:19 AM by Brittany Renn

Adobe Sign / DocuSign

Hello!
Will the integration with Adobe Sign or DocuSign allow signing to occur from a ticket?
1 Answer
Michael Rodriguez Last activity on 6/10/2024 10:10:23 AM by Mark Sayers

Customized default project form

How does the default new Project form, the one at "Apps/Projects/TeamManagement/ProjectGeneral.aspx" get customized?
2 Answers
Bobby Jones Last activity on 6/10/2024 9:16:57 AM by Bobby Jones

Establishing a connection to Tableau and Building Tableau SLA Reports

Hi,
My org is wanting to build out some SLA reports in Tableau using TDX data. I'm trying to identify different ways to get service, ticket, technician and group data to Tableau. An initial search of the TDX support documentation says that ther...
1 Answer
Victoria Nunez Last activity on 6/7/2024 4:48:59 PM by Mark Sayers

Project Duration

Hi
In Project >> General details, there are 3 fields - Start Date, End Date and Duration. I'm unable to figure out how Duration is being calculated. I used TimeAndDate.com to try and figure out out - accounting for weekends, holidays,...
1 Answer
Kimberly Clapp Last activity on 6/7/2024 2:59:44 PM by Brittany Renn

Weekly Release Notes?

Can you provide a link to the Weekly Release notes?

Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 6/7/2024 1:25:10 PM by Mark Sayers

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