Web Service Auth Accounts (TeamDynamix API User) question

We are getting ready to move some workflows we currently have in Sandbox to Production. There is an existing Web Service Auth Account in one of our ticketing applications and the account is named "TeamDynamix API User". The w...
1 Answer
Gabriela Barragan Last activity on 9/4/2020 9:24:42 AM by Mark Sayers

Route ticket based on title query

As a user and not developer, I was curious if there is a way to set the assigned to category in TeamDynamix based off of the title. For example, if the title included the word "HappyProgram", it would get routed to our developer departm...
1 Answer
Ali Davis Last activity on 9/3/2020 7:57:50 AM by William Cochran

Performance Issue on Our End

Hi TD -
At DU we have been experiencing degraded network traffic since Monday. Our networking team has tried a few things and wanted me to reach out just because of the time. Could it be possible that TD connecting reporting up/down could be ...
1 Answer
Alex Oquendo Last activity on 9/2/2020 2:26:02 PM by Mark Sayers

Notify Other People Visibility

What security determines who a person can see when updating a ticket and clicking on the magnifying glass for "Notify Other People"? I thought I had setup a new group of managers with the required access but apparently not as they only ...
1 Answer
Kevin Beattie Last activity on 9/1/2020 11:13:12 AM by Mark Sayers

Delete User - We had an employee leave and just need to delete from the Users list.

Delete User - We had an employee leave and just need to delete from the Users list. I've deactivated the User, but could not find a feature anywhere that would allow me to simply delete the object out of our User's list. Probably an easy one. ...
1 Answer
Charles Cole Last activity on 9/1/2020 10:43:33 AM by Mark Sayers

TeamDynamix integrations with videoconferencing platforms?

Hi there - I'm curious on whether it would be possible to set up an integration using TeamDynamix's API and the API of a videoconferencing platform (or whether what I am about to describe already exists), such that a new videoconference meeting i...
1 Answer
Ningxin (Linda) Zhu Last activity on 8/31/2020 2:37:57 PM by Mark Sayers

WebAPI: bulk insert/update

When setting up the bulk insert/update API, where can the List(Of T) Items be created?
3 Answers
Tyler Duncan Last activity on 8/31/2020 2:00:32 PM by Mark Sayers

My Work > My Assignments

Is it intended for tickets that have an 'On Hold' status to not appear in the My Work > My Assignments section?
I found a KB about this section and it seems to only indicate that items that have a closed status will not appear here but ...
1 Answer
Julie Neville Last activity on 9/1/2020 1:37:07 PM by Mark Sayers

Entering time at the project level

Would you please tell me how I can enter time at the project level versus at the task level?
It appears that I can enter time at the project level after the project close but not during execution.
Would it be possible to have the project ...
1 Answer
Helen Kwan Last activity on 8/31/2020 10:04:47 AM by Mark Sayers

Can't find TDAdmin > Security or Key-Based Web Services

I'm looking at the instructions for integrating TD into Microsoft Teams (
I'm not seeing TDAdmin > Security (snip attached) or finding Key-Based Web...
1 Answer
Pamela Jordan Last activity on 8/27/2020 12:23:51 PM by William Cochran

Is there a way to reset the choice on a child attribute on forms if the user changes the choice on the parent attribute?

Here's an example:
Parent Attribute - Student - Yes or No Child Attribute - Department Yes Student > A or B No Student > C or D The user chooses YES for Student, then selects one of the A or B Departments...
1 Answer
Edith Murillo Last activity on 8/27/2020 8:55:18 AM by Mark Sayers

Share Report with Client user

Good Afternoon,

I have read several questions in relation to sharing reports with client users of TDX and they all mention to go to the report and select edit to be able to share the report but I am not seeing the user in the list to be...
1 Answer
Harrison Dragoo Last activity on 8/26/2020 2:36:16 PM by Mark Sayers

Project Notification

There are a number of built-in notification templates in TDX for projects (i.e. Risk, Issue, Expense, ect...)
Is there a way we can create notification based on special events/updates , for instance when a project end date is changed, or tota...
1 Answer
Peggy B Last activity on 8/25/2020 9:31:04 AM by Mark Sayers

Search for a user based on an Attribute.

Using the JavaScript "tdapi" module I am able to search for users based on some SearchText. I'm noticing that I am unable to search based on an attribute in the Attributes[] list in the User Object as the user objects Attributes[] is al...
1 Answer
Dallin Cawley Last activity on 8/25/2020 9:28:17 AM by Mark Sayers

"Other" Email addresses and proxies.

We have a user that reported when send to external email addresses, when the external email replies to a TDX email, they always get "This message was proxied because the email address EMAIL was not found on any active Customer or...
1 Answer
David Mitchell Last activity on 8/24/2020 12:42:47 PM by Mark Sayers

How to remove a cascading attribute

I have an attribute that was configured to be cascading, now the user does not want the attribute to be cascading. How do I remove that option? I clicked the configure button on the attribute. I do not see any remove button so I unchecked all ...
1 Answer
Janet Moore Last activity on 8/24/2020 9:44:01 AM by Mark Sayers

Integrations with TeamDynamix and a CRM (such as Microsoft's Dynamics 365)?

Hi there - I’m wondering if there is a way to either have the contact fields in TeamDynamix as dynamic links to a CRM such as Microsoft's Dynamics 365, or have the TeamDynamix database fields get updated on a nightly basis. Are either of th...
1 Answer
Ningxin (Linda) Zhu Last activity on 8/21/2020 5:04:25 PM by Mark Sayers

Turn off Task Notifications just for Workflows?

We have some workflows for Change Requests that assign tasks to the Change responsible party. Is there a way to turn off those Task Assignment email notifications in the workflow? I don't see any option to, nor do I want to globally tu...
1 Answer
Kevin Petronis Last activity on 8/19/2020 1:44:03 PM by Mark Sayers


Webhooks can change ticket attributes at ticket creation. Is there a way for a webhook to create a ticket in a different application using the TD API?
2 Answers
Shawn Phillips Last activity on 8/19/2020 1:11:01 PM by Mark Sayers

URL to open a desktop?

Hi, all. I have a need to send a URL for a desktop via email to people (we send out a weekly email about some metrics and I want to include the URL of the desktop that contains multiple reports that have more detail than is included in the email...
1 Answer
Victoria Green Last activity on 8/19/2020 11:46:46 AM by Mark Sayers

Can you add comments made in an approval or rejection in a workflow to a notification in the workflow?

We would like to be able to add comments that were added to an approval/rejection in a notification triggered afterwards in the workflow to the requestor. Is this possible?

1 Answer
Phuong Hoang Last activity on 8/19/2020 9:23:37 AM by Mark Sayers

alternate email for user

Is there someplace to specify a default "alternate email" for users in the system? We have a number of accounts (with student/faculty/staff roles) that have my personal email address as the alternate. I don't recall setting this myself ...
1 Answer
Becky Klein Last activity on 8/18/2020 2:48:23 PM by William Cochran

Workflow requester notification w/o tdnext license

I'm trying to notify the requestor with a custom notification via a workflow. I read that you need to be a tdnext user in order to get notifications from workflows. Is there a way around this, where I am protecting the tickets in TDn...
2 Answers
Jamie Luckett Last activity on 8/17/2020 11:44:31 AM by Christopher Wagner

WebAPI: BulkImport

I am attempting to to a Bulk Import on existing Assets that are missing a Service Tag number. This will ensure that the Asset Importer does not duplicate existing assets.
I'd like to use the Bulk Import API to simply copy the Serial Number...
2 Answers
Tyler Duncan Last activity on 8/20/2020 3:35:35 PM by Tyler Duncan

Showing sums of ticket reports in desktop templates?

When I generate ticket reports for publishing on desktops, reports with ticket counts present the sum of the reports. However those sums are not presented when the same report (as a table) is pushed out in a desktop template. Is there a step th...
1 Answer
Joshua Dearborn Last activity on 8/17/2020 9:56:42 AM by Mark Sayers

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