General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

CSS for /TDMobile

Hello, where in TDAdmin do we find the Styles for /TDMobile?
We want the branding to match our university colors, etc. like TDNext and TDClient.
0 Answers
Scott Cory Last activity on 4/23/2024 7:51:55 PM by Scott Cory

Ticket Search Date Range

Using the API: ... /TDWebApi/api/{appId}/tickets/search
What would send in the JSON body to return only tickets created in the past 45 days?
"CreatedDateFrom":" {{today's date}} - 45 days " < replace with correct value
0 Answers
Scott Cory Last activity on 4/23/2024 6:40:37 PM by Scott Cory

API access to users

Need help with the correct elevation settings to use to allow a outside company use our APIs to use there ticketing system to update ours. Currently a user setup with Enterprise access in Sandbox cannot use the API's and gets access error pictur...
0 Answers
Matthew Thompson Last activity on 4/23/2024 4:55:46 PM by Matthew Thompson

Resending a Project Survey

Hi, is it possible to resend a request for a project survey? Or send a reminder to complete the project survey? We would like to increase our survey response rate. Or if there are other ways to do this, please share. Thank you,
Kathy
1 Answer
Kathleen Flaherty Last activity on 4/23/2024 3:31:39 PM by Mark Sayers

Definitions, or Lack Thereof.

Why is there no page with definitions for all aspects of Forms and Flows? I am looking for the difference between Button - Action and Button - Primary Submit, or really any of the other Button - Options and I can't find anything.
0 Answers
Erik Hoag Last activity on 4/23/2024 2:55:04 PM by Erik Hoag

Which tickets a technician has viewed within a set timeframe

We are trying to generate a report showing which tickets a technician has viewed in a given timeframe. A ticket has Read By information. Is there a way to collect this information in a report? Thanks!
1 Answer
Joshua Warth Last activity on 4/23/2024 2:17:47 PM by Mark Sayers

Feature request: audible alerts for new, incoming unassigned tickets

This would be a valuable addition to the features for those who have many apps open and could benefit
by an audio alert just like in Outlook.
1 Answer
Steve Jensen Last activity on 4/23/2024 1:10:25 PM by Brittany Renn

My Assigned tickets

Hi,
Is there a limit on the number of tickets showing in 'My Assigned Tickets' ? If there is any limit, what is it and Can we increase it?

Thank you,
Nav
2 Answers
Navjot Bhatoa Last activity on 4/23/2024 1:32:28 PM by Navjot Bhatoa

Project Administrator unable to assign tasks.

This is probably a stupid question, but I have a project administrator that can create a project and create tasks, but is unable to assign them.
I looked at their security profile and I'm not able to find the line that gives them access to ad...
1 Answer
Mathew Chandler Last activity on 4/23/2024 12:26:19 PM by Mark Sayers

Administrators in our environment

Hi,
We were wondering about all the TDX administrators in our system. Are they all still involved?
1 Answer
Sheila McBride Last activity on 4/23/2024 9:15:38 AM by Mark Sayers

TDX Integration Account?

Good morning. Can you point me to any documentation on the "TDX Integration Account" that is specified for an Admin Service Account?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/22/2024 12:50:52 PM by Mark Sayers

TeamDynamix Mobile App preview?

I missed the recent conference on TDX mobile app. Where can I find a recording or any info on it?
1 Answer
Cole Baker Last activity on 4/22/2024 9:18:52 AM by Mark Sayers

Can Service & System Accounts be filtered out

Hi. We have some technicians wanting the automation service account to be filtered out of ticket feeds to reduce unnecessary noise. Is there a way to do this? Will this be in the 11.9 release?
Thanks!
1 Answer
Joshua Warth Last activity on 4/19/2024 11:29:38 AM by Mark Sayers

api endpoints in TeamDynamix are rate limited?

One thing I noticed is that the api endpoints in TeamDynamix are rate limited. Would this be is configurable?
Invocations of this method are rate-limited , with a restriction of 60 calls per IP address every 60 seconds .
https://pv...
1 Answer
Matthew Thompson Last activity on 4/19/2024 11:34:12 AM by Mark Sayers

iPaaS Dynamic Forms - Custom control - how to get back the value

I have a Dynamic form with a custom Account Control broken into 5 parts, I need to be able to pull these values out individually or even as one value, hyphen separated. See Custom HTML below:

<style>th { font-size: 0.8em }
table...
0 Answers
Will Tonkin Last activity on 4/19/2024 10:24:50 AM by Will Tonkin

Task Reminder Notifications

I would like to ask if there is a best way to send reminders for pending tasks on tickets. I am thinking of creating a report for each task that will list all open tasks of a particular type and send to the responsible parties if the tasks have n...
1 Answer
Anderson Hanchett Last activity on 4/19/2024 9:40:54 AM by Mark Sayers

Ticket notifications

Good Afternoon,
Can you help me figure out if there is a way to set a form to NOT notify the requestor and the reviewer/responsible person? We have some internal forms and there is no need to clog email with notifications if we can avoid it....
1 Answer
Randi Buckley Last activity on 4/18/2024 2:53:37 PM by Mark Sayers

Adding Calendars to Desktops

Can you add a Ticket Calendar to desktop templates? I'm not seeing anything calendar related in available content.
1 Answer
John Anderson Last activity on 4/18/2024 2:40:36 PM by Mark Sayers

Workflow Notification Template

I am not super familiar with template tags and am wondering if I can get a person's email address from a custom attribute that is a person field type. I can get it to display the name, but I'm not sure if I can reference other attributes of a pe...
1 Answer
Jim Lucas Last activity on 4/18/2024 1:53:58 PM by Mark Sayers

Email Logs

I changed the password for all of our email monitor accounts and refreshed the Microsoft OAuth 2.0 tokens. I thought I also updated the outbound SMTP accoutn password, but certain ticket notifications are coming from notify@teamdynamixapp.com no...
6 Answers
Scott Cory Last activity on 4/18/2024 5:01:00 PM by Scott Cory

Types and what they are attached to

For an application's ticket type, how do I find out what services are associated with it? I see there are two but I didn't set them up and don't know where they are.
1 Answer
Justin Goode Last activity on 4/18/2024 1:34:40 PM by Mark Sayers

Hide KB Article Category

I'm building out our KB Articles and creating categories that we will need but aren't currently using.
Is there a way for me to hide these categories, until I need them?
1 Answer
Aaron Rice Last activity on 4/18/2024 9:32:06 AM by David Tod

Assigning a ticket to the person that opened it?

I was wondering if there's a way using to use a web service call as a Workflow step to assign a ticket to the person that created it. I can see there's a way to update the responsible person, but I'm not sure how to update it to the person that c...
1 Answer
Kay Masters Last activity on 4/18/2024 9:40:57 AM by Mark Sayers

{{NextTicketsUrl}}, {{ClientUrl}}, etc. not working when user authenticates

We have a vanity URL with TeamDynamix.
I have notification templates that use the {{NextTicketsUrl}} and {{ClientUrl}} template tags.
When a person taps the link in the notification email and is already authenticated, the link works correctly...
1 Answer
Greg Van De Mark Last activity on 4/17/2024 2:36:51 PM by Mark Sayers

Group Tickets by Primary Responsible

I would really like to group all the tickets by 'Primary Responsible" to see what tickets each of my techs are actively working on. I see there are ways to group tickets, but not on this specific field.
With all the features within TDX I woul...
2 Answers
Aaron Rice Last activity on 4/17/2024 3:10:14 PM by David Tod

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