Questions

Time Type Audit Report

Is there a way to run a report (or something / anything) to audit the time types assigned to projects?
1 Answer
Billy McDivitt Last activity on 12/6/2024 3:35:49 PM by Brittany Renn

Checking if start date is before end date

We are using a web service to create a new maintenance activity for a change request. If someone accidently creates a ticket with the start date after the end date the web service just errors out with a 400 error and no explaination. Is there a ...
0 Answers
Danee Gunka Schwartz Last activity on 12/6/2024 2:15:11 PM by Danee Gunka Schwartz

Adding Time

We have a department that wants to track all their time in TDX. But some of it will not be associated with a ticket or a project. It appears that a ticket or project is required to track time. We don't want to leave tickets open for a whole ye...
1 Answer
Sheila McBride Last activity on 12/6/2024 2:45:45 PM by Brittany Renn

IPaaS not recognizing JSON Values

See below. I am working with the Smartsheet connector and can get the rows and row cells, and set them in a JSON object. However, when trying to access the Cells table, IPaaS doesn't recognize that the Cells property is a table. Using a custom...
1 Answer
Tevis Boulware Last activity on 12/6/2024 1:53:28 PM by David Tod

IPaaS Send Form Notification

Hello, see below. I am working with an IPaaS Send Form connection for the first time and cannot get a custom SMTP server (which I believe is on our end) or a Microsoft Graph credential to work correctly.
https://app.screencast.com/iH8F5Cw8v...
0 Answers
Tevis Boulware Last activity on 12/5/2024 5:16:12 PM by Tevis Boulware

Working with attachments in iPaaS forms

I am a bit stuck. I want users to be able to select an attachment in a form and, upon form submit, upload this file to Google drive. I have no idea where to go at this point. I am able to successfully select an attachment and initiate the flow...
0 Answers
Jim Lucas Last activity on 12/5/2024 3:50:39 PM by Jim Lucas

iPaaS Script Libraries

I am attempting to convert an .xlsb file to an .xlsx file. I am attempting to do this using iPaaS' script function, but cannot do this naively in JS without any libraries. Is it possible to use any libraries through a CDN?
Thanks,
0 Answers
Naseem Benjelloun Last activity on 12/5/2024 3:35:56 PM by Naseem Benjelloun

File Server?

Hello, I need to attach a file to a ticket generated in IPaaS. I have uploaded the file (via a service page), but the KB Documentation states that these files are stored on the File Server. I need to get to the file server to extract the file ID ...
1 Answer
Tevis Boulware Last activity on 12/5/2024 8:58:51 AM by Tevis Boulware

CI vs Asset

Hi there. We're working on importing all of our servers into TD as either CI's or Assets. I seem to remember that one of these objects has limitations. We need to be able to, if possible, link tickets to the servers, and add them as related objec...
3 Answers
Kay Brewer Last activity on 12/5/2024 2:51:58 PM by Mark Sayers

Time components which are updated daily vs immediatly?

I know that KPI metrics are updated daily so I can't view up to the minute data in my report. I saw that in the article for KPI reports as well. "It should be noted that the Metric/KPIs are updated on a nightly (24/hr) basis, so immediate chang...
1 Answer
Sarah Glatz Last activity on 12/5/2024 9:57:04 AM by Mark Sayers

iPaaS Dynamic Column sortOperator

Is it possible to target and adjust the sortOperator of a dynamically generated drop-down list? In the exported JSON, I notice that it defaults to a value of 2 when no content is provided. I’d like to set it to 1, which, as I am guessing, corresp...
1 Answer
Brandon Simpson Last activity on 12/5/2024 3:56:33 PM by Mark Sayers

Is there a column limit on reports?

I had a user create a report with many columns (about 50). There were no filters on the report. They received this error when trying to run the report:

After removing several columns they were able to run the report successfully with th...
1 Answer
Mariah Rible Last activity on 12/5/2024 8:40:27 AM by Mark Sayers

Include Feed as an attribute in a workflow notification

We'd like to be able to include the contents of a ticket feed when creating a notification step in a workflow. It doesn't seem to be available. Am I missing something?
1 Answer
Sheila McBride Last activity on 12/4/2024 12:59:24 PM by Brittany Renn

Email workflow

At the moment we use an email to open tickets from different departments. However, we have it attached to a DL (Distribution List) for that Department. So when that department gets an email a ticket gets created. However, it is creating tickets...
1 Answer
Matthew Thompson Last activity on 12/4/2024 10:14:10 AM by Mark Sayers

Requestor Title

Can I show the requestor title in a report?
1 Answer
JAMES HOUSEHOLDER Last activity on 12/4/2024 10:03:34 AM by Mark Sayers

Workflow Choice Notifications?

I believe I know that answer this, but for task notifications the documentation states;

"Ticket Task Notifications
If the " Notify Responsible Group when Task becomes active " setting is enabled, a notification will automatically be sen...
1 Answer
Tevis Boulware Last activity on 12/3/2024 4:05:13 PM by Mark Sayers

All Tasks Complete Alerts

We are starting to use tasks more heavily now, and we notice that whenever tasks are completed on a ticket, we all receive an email alert that all the tasks on that ticket are complete. I can't seem to find where to turn this off.
2 Answers
Kyle Bedwell Last activity on 12/3/2024 2:36:59 PM by Kyle Bedwell

Change Project Request time approver

Hi,
Is there a way to change who the approver is for project request time entries? I believe right now any time tracked against project requests is sent to the resource's manager, but we want it to go to the Portfolio Manager.
Thanks,
...
1 Answer
Kim Rathbone Last activity on 12/3/2024 9:40:11 AM by Mark Sayers

CAI reporting

What is the difference between conversation logs and conversations? UNC-CH had 256 conversation logs for the week of Nov 25-Dec 1. However, the system shows we had 178 conversations in the same week. I have attached the Conversation Histor...
1 Answer
Joey Ware-Furlow Last activity on 12/3/2024 12:11:59 PM by Mark Sayers

Custom Field Name in Asset Details form

When creating Assets, we changed the name and reordered some of the attributes on the custom form.
For example: External ID changed to Green Tag and moved from the bottom of the form to the top
However, these changes do not stick when vie...
1 Answer
Katelyn Bobbitt Last activity on 12/3/2024 8:59:31 AM by Mark Sayers

CAI - KB Knowledge Set - order of matching

Hello.
Wondering if anyone knows what is the order of matching when asking the bot a question and it references the a KB knowledge set? Does it match on title, tags, body text, and in what order? Wondering if we need to alter our KBs so the b...
1 Answer
Michael Rodriguez Last activity on 12/2/2024 3:41:34 PM by Mark Sayers

"With Hold" vs "No Hold"

I can't find any documentation that actually explains what the difference in these two options is.
"With Hold" includes the amount of specified time (Abs or Op) that a ticket was in a Hold status?
So if a ticket was On Hold for 72 Abs hou...
1 Answer
Richard Linscott Last activity on 12/2/2024 2:08:17 PM by Mark Sayers

Outbound Email Notifications Not Prepending Technician Name

I believe I asked this a couple of years ago, but can't find the reply, and need to ask it again.
When setting up Outbound Email Settings, the "Display Name" field states, "When blank, the system normally marks the display name as the name of...
1 Answer
Tevis Boulware Last activity on 11/26/2024 3:09:04 PM by Tevis Boulware

How to use a custom date/time ticket attribute as ticket start date with Web Service Methods

Hi,
We're trying to use Web Service Methods to create ticket tasks (e.g. 'Deliver Furniture') whose start date/time is based on a ticket's custom date/time attribute (e.g. 'Delivery Time'). The end goal is remind our facilities staff to deliv...
1 Answer
Stephen Wichuk Last activity on 12/2/2024 12:20:01 PM by Mark Sayers

Can the existence of an attachment be a condition?

I'm working on a workflow for which one of the conditions would be "does an attachment exist?" However, I don't see Attachment as one of the attributes to select. Am I missing something?
1 Answer
Sheila McBride Last activity on 12/3/2024 1:17:08 PM by Mark Sayers

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