Questions

Attribute Dependency Default Naming

Hello!
I'm just wondering if there's a way to set a default naming convention for attribute dependencies. We've decided to continue with the default created from the 11.3 update and it would be really nice if we didn't have to manually type i...
2 Answers
Trent Urness Last activity on 7/23/2021 12:59:24 PM by Trent Urness

Rules for "Contains" in Email Monitors

What are the rules for the text that can go into the "If Subject Lines contains"? Did these rules change with the updated email system?

I have a rule that worked as expected before the email upgrade, but only appears to work if th...
1 Answer
Tevis Boulware Last activity on 7/23/2021 9:36:22 AM by Mark Sayers

Workflow Question

Hello!
I am trying to make an approval workflow that gets approved/rejected by a user outside of IT and does not have a TDNext license. The goal is for the user to approve the request, it gets assigned to a ticketing group once approved, who ...
1 Answer
Dustin Thomas Last activity on 7/22/2021 4:21:38 PM by Dustin Thomas

Ticket Templates: Moving from Task Templates to Workflows

Ticket templates use forms. I have a form that has task template as an attribute. When the template is selected, the task template is applied to the ticket. I'm moving from task templates to workflows. Is there a similar way to do this with workf...
1 Answer
Greg Van De Mark Last activity on 7/22/2021 3:05:41 PM by Mark Sayers

Custom SMTP Server Question

Anyone out there using a custom SMTP Server to send notifications/replies using O365 SMTP AUTH? I seem to be having an issue getting the custom "From" address to display. Whenever I populate that field, it will default to the notify@tea...
1 Answer
Dan Olivas Last activity on 7/22/2021 10:09:51 AM by Matt Sayers

Child Dependent attributes

I have just created some new attributes for an existing form that are conditional (they only show up in TDNext and only if the parent attribute meets the condition).
After doing this, it was pointed out that a pre-existing ticket does not sho...
1 Answer
Mathew Chandler Last activity on 7/21/2021 10:17:45 AM by Mark Sayers

Activating webhooks after Sandbox refresh

After the sandbox refresh last week, we activated our webhook but it is no longer being triggered on ticket change. Is there something else we need to do?
1 Answer
Bobby Jones Last activity on 7/20/2021 11:46:10 AM by Mark Sayers

How do I post an attachment via WebAPI?

I'm trying my hardest to follow the guide here
https://docs.microsoft.com/en-us/aspnet/web-api/overview/advanced/sending-html-form-data-part-2

and here
https://solutions.teamdynamix.com/TDWebApi/Home/AboutFileSubmission

for attachin...
1 Answer
Randy Paulzine Last activity on 7/17/2021 9:23:03 AM by Randy Paulzine

Creating an Approval Step for PRoject Requests

This might seem like a simple question (And I know it can be done because I can see other questions on this), but can you send me instructions on adding an approval step to a project request workflow? I have played around with this, and while I ...
1 Answer
Mathew Chandler Last activity on 7/16/2021 11:43:50 AM by Mark Sayers

User not being able to apply filters in reports

We have a user with an Enterprise license with a relatively high level of permissions in their security role, which cannot filter reports with a "Department" prompt. Other users with the same set of permissions can see and select the e...
1 Answer
Tevis Boulware Last activity on 7/16/2021 10:33:16 AM by Mark Sayers

Downloading reports

I have a User trying to download a TDX report into excel, but it gives them the tickets and a link to them instead of the detail they need. When I tried to search on this, I did not find any information. Is there an article regarding this?
1 Answer
Mathew Chandler Last activity on 7/15/2021 12:07:05 PM by Mark Sayers

Toggleable / Dynamic Tabs for Knowledge Base articles?

Is there a way to code sanitized tabbed content into a knowledge base article? I've reviewed the below link on allowed content, and I haven't seen what would conflict with basic HTML & Bootsrap code.
https://solutions.teamdynamix.com/TDC...
1 Answer
Logan Tong Last activity on 7/15/2021 11:48:21 AM by Mark Sayers

Add percent sign to form/report

Hello there,
We have implemented a new form that contains a text box to enter the percentage completed. We were able to add a text box but are having trouble adding a percent sign to the textbox.
The current work-around we have is to ma...
1 Answer
Taj Kahlon Last activity on 7/14/2021 4:16:42 PM by Mark Sayers

With the new TDX Update, are we not able to tie protected attributes to other attributes?

In Sandbox I had some parent/child relationships between protected fields and regular fields. When I tried to re-create this same thing in Production I am seeing that the protected fields do not have an option to be a child to a parent. Is this a...
1 Answer
Gabriela Barragan Last activity on 7/13/2021 3:36:33 PM by Mark Sayers

How do I sign in to WebAPI using SSO? (Examples)

There are bits and pieces scattered about these articles on how to authenticate in the WebAPI using SSO. But there are no examples. The following article is the closest I have come to finding anything that shows how to use the API, but it does ...
1 Answer
Randy Paulzine Last activity on 7/12/2021 2:25:19 PM by Jackson Potter

Person Ticketing Custom Attribute not showing in Ticket search

We have some custom forms that utilize a Person Ticketing Custom Attribute field we call 'Target Employee'. This field is used in these forms for supervisors that need to specify which user (target employee) needs the permissions granted to their...
1 Answer
Anna-Liisa Breit Last activity on 7/9/2021 3:19:07 PM by Mark Sayers

Permission Denied on KB articles

How do I get permissions to view this article about the TeamDynamix API.DLL? It is the help link on the download card.
https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=7693
1 Answer
Bobby Jones Last activity on 7/9/2021 9:29:21 AM by Mark Sayers

Is Firefox Quantum a supported browser?

I'm curious as to whether Firefox Quantum is considered a supported browser from the perspective of the list available in the KB. I've heard from someone using that browser having issues viewing KB articles properly and am wondering if the differ...
1 Answer
Becky Klein Last activity on 7/7/2021 9:00:54 AM by Mark Sayers

Sender from ticket notifications

Hi there,
Is there a way to change the sender of an email notification from the user who submitted the request to our email monitor account? Before this week, it was using the email monitor account we set up as the sender, but now all notific...
1 Answer
Jack Chou Last activity on 7/6/2021 5:26:19 PM by Mark Sayers

Ticket Creation off Workflow Notification with Email Monitor

We have a group that wants to create a new ticket in their application from an email monitor when a notification from a workflow in another application comes to their inbox. We have the monitor setup that will create the ticket, but with emails g...
1 Answer
Christopher Wagner Last activity on 7/6/2021 5:07:27 PM by Mark Sayers

Ticket Changed event webhook created a loop

We are using the event, 'Ticket Changed', to trigger a webhook. When a custom attribute on the ticket is changed, the webhook calls a webservice. This webservice calls a TDX API to update the status of of the ticket, leave a comment and send a no...
1 Answer
Bobby Jones Last activity on 7/6/2021 10:43:41 AM by Mark Sayers

Protected fields

How do I grant specific users in groups access to protected fields?
1 Answer
Tiffany Bryson Last activity on 7/9/2021 1:20:58 PM by Mark Sayers

Project Manager License Requirement

Question around license types. If memory serves (Plus the Knowledge Base here) you need an Enterprise license to have permissions to create a project. However, once created am I seeing that you could actually change the manager to another person ...
1 Answer
Kevin Beattie Last activity on 7/9/2021 1:16:29 PM by Mark Sayers

Should members of an inactive group still be able to see a report that was shared with the group

Hello,
There's a report that was shared with 2 groups. One of the groups is inactivated. The members of the inactivated group is still able to see the report, they're not a member of the active group. Is this expected behavior?
Thanks!
...
2 Answers
Phuong Hoang Last activity on 7/9/2021 1:22:12 PM by Mark Sayers

Does the asset import allow udpates for product model?

We created a new attribute for product models and trying to update all the records with a value for the new attribute. I'm trying to use the asset import tool but it skips the import because it says they're duplicates. Get the following message...
1 Answer
Phuong Hoang Last activity on 7/9/2021 12:56:39 PM by Mark Sayers

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