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General QuestionsUser History
Is there a way to see what updates were made to a user's record? I notice that a tech was changed this afternoon, but I didn't make that change.
1 Answer
Sheila McBride
Last activity on 7/26/2024 2:18:42 PM by Mark Sayers
Limit Field Level Editing
I need to be able to limit the ability to change the Project Type field value only on Requests and Projects. Once it's assigned, it should only be able to be changed by a TDAdmin or specific 2 users. Is there a way to do that?
1 Answer
Rebecca Murphy
Last activity on 7/26/2024 11:49:40 AM by Mark Sayers
Email Monitor
Good morning, I have a quick question and was wondering if you all could take a look at something for us. We have an email monitor setup (support@dot.nm.gov) and up until a few days ago when someone would send an email to that address it would ge...
1 Answer
Ryan Turner
Last activity on 7/26/2024 11:01:32 AM by Mark Sayers
KB Report for Pending Review
I have a report for this, but it has a default value for a portal I chose. I'd like it to be "default client portal" so that technicians in other ticketing applications would see their pending KB articles. I'm assuming that's not possible?
So...
So...
2 Answers
iPaaS standard connector documentation
Is there documentation that I just am not finding for standard connectors in iPaaS like "TDX Common Admin". I am trying to edit a person record and getting an error that "Bad Request ID: -1 Message: Could not edit user: The primary Client Portal...
1 Answer
Charles Morgan
Last activity on 7/26/2024 12:32:00 PM by Michael Ligouri
Project Total Expense Budget differs from Total Expense Types Budget
I have a project that shows 2 different budget amounts. The total Expense Types Budget matches what I've entered and is correct. The total Expenses Budget is a different number and I can't determine where it came from or how to edit it. Unfort...
1 Answer
Kimberly Lawrence
Last activity on 7/24/2024 10:17:57 AM by Mark Sayers
Windows File System Access ipass connector
What's the expected format for the "File name" attribute on the "File Exists" action? See image
I'm using "\\servername\LOAD\TDXSystemImports\People\text.txt" and it isn't appearig to work
I'm using "\\servername\LOAD\TDXSystemImports\People\text.txt" and it isn't appearig to work
1 Answer
Charles Morgan
Last activity on 7/23/2024 4:52:11 PM by Michael Ligouri
iPaaS forms - authentication
There are currently only two options in our iPaaS forms' authentication drop down menu: None or SAML with Claims Validation .
I can see in the tool tip(attached) that there are two other options that we don't have available: Password or ...
I can see in the tool tip(attached) that there are two other options that we don't have available: Password or ...
1 Answer
Nick Nunn
Last activity on 7/24/2024 9:55:36 AM by Noah Hensley
IPaas to Admanger
I am trying to find out if TDX has an IPaas integration from ADmanager to TDX for account creation and real time updating of TDX accounts both ways.
So if I created an account in AD I need it to create the account in TDX and if that accout...
So if I created an account in AD I need it to create the account in TDX and if that accout...
1 Answer
Matthew Thompson
Last activity on 7/22/2024 11:21:08 AM by Matthew Thompson
Trying to do a people import on TDADMIN
I am trying to upload an XLSX file on the admin portal and when doing so I am getting this error. I have done these several times and never received this error.
Worksheet position out of range.
at OfficeOpenXml.ExcelWorksheets.get_Item(Int3...
Worksheet position out of range.
at OfficeOpenXml.ExcelWorksheets.get_Item(Int3...
2 Answers
Tabitha Logemann
Last activity on 7/24/2024 8:21:49 AM by Tabitha Logemann
Access to tickets, Requests, Asset, Questions for Users.
I need to find out what access I need to give my technicians so they can see the Access to tickets, Requests, Asset, Questions for Users.
When I click on a users name in an open ticket I can see the options in the attached picture. However,...
When I click on a users name in an open ticket I can see the options in the attached picture. However,...
1 Answer
Matthew Thompson
Last activity on 7/23/2024 10:56:36 AM by Mark Sayers
Limited Access to Admin Application?
Hi there,
We have branched out an added a new ticketing system for another department. For this department to create forms, customize within admin, and configure their own items, is there a permission or security role that can be granted? Ide...
We have branched out an added a new ticketing system for another department. For this department to create forms, customize within admin, and configure their own items, is there a permission or security role that can be granted? Ide...
1 Answer
Thomas Bartkus
Last activity on 7/23/2024 8:50:19 AM by Brittany Renn
Can somebody tell me what has to be changed on a users record to mark it as modified?
When you look at Users in TDXADMIN there is a column that says "Modified" at the very end of the page. When you click on a user there are many menu options: General, Authentication, Applications, etc... I would like to know what has to occur on t...
1 Answer
Patricia Porter
Last activity on 7/23/2024 9:37:02 AM by Mark Sayers
Upvote an Enhancement Request
Hi - Is there a way to upvote an enhancement request? I have seen some I'd like to put in support for, but not able to find a way to do that. I may be missing something obvious, but so far all I can find is how to submit a new enhancement request...
1 Answer
Kristi Oetting
Last activity on 7/22/2024 10:47:38 AM by Mark Sayers
What is #Templates Tell you?
It has been a while since I worked with Task Templates (workflow and IPaaS have overtaken them), but in the Admin View for task templates, what does the #Template value signify? I can't find any KB on the details.
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 7/19/2024 4:37:45 PM by Mark Sayers
Workflow timer step and on hold status
I read in the timer step knowledge base article , " The time a ticket spends on hold does not count against the timer's duration ."
I wanted to create a question to confirm: If a ticket is in an on hold status class, a workflow timer step wo...
I wanted to create a question to confirm: If a ticket is in an on hold status class, a workflow timer step wo...
1 Answer
Zoë Crabtree
Last activity on 7/19/2024 9:43:48 AM by Mark Sayers
User Groups and Notifications
Is it possible to have an active group in a ticketing application for access permissions and automatic/workflow assignment of tasks and tickets, without being able to manually reassign tickets to the group?
Also, is it possible to inclu...
Also, is it possible to inclu...
1 Answer
Anderson Hanchett
Last activity on 7/18/2024 2:45:40 PM by Mark Sayers
Metric Data: How to measure metrics while excluding OnHold time
We're trying to understand metrics from the perspective of both Create to Respond and Create to Resolve . However the time that is logged appears to include time that a ticket was On Hold .
Is there another metric, or value/field that has...
Is there another metric, or value/field that has...
1 Answer
Kelson ONeil
Last activity on 7/18/2024 2:00:27 PM by Mark Sayers
Time Entry on TDX Mobile App
Is there any plan to allow time entry on a ticket or projects from the Mobile App?
1 Answer
Valentina Gutierrez
Last activity on 7/18/2024 9:26:51 AM by Brittany Renn
Is there a way to import a set of field records without it overwriting existing records ?
Using the Asset Import option under Asset/CIs, is there a way to update a field or selected fields without wiping all other Asset data ?
For example, I just want to update Warranty Date on a set of 10 assets.
If I use the Asset Import op...
For example, I just want to update Warranty Date on a set of 10 assets.
If I use the Asset Import op...
1 Answer
Mark Chen
Last activity on 7/17/2024 3:14:11 PM by Mark Sayers
Assigning ticket task in workflow to Requestor's Manager when Manager is not a TDNext user?
Can we assign a ticket task in a workflow to the ticket Requestor's Manager when Manager is not a TDNext user and have that Manager "complete" the task from the Client Portal?
1 Answer
Michael Cyr
Last activity on 7/17/2024 12:08:31 PM by Brittany Renn
Remove users from a ticket queue
Hello,
I am writing to inquire about the possibility of preventing specific users in a group from receiving ticket assignments on days they are not available, such as due to illness. Currently, we utilize a round-robin iPaaS flow to assign t...
I am writing to inquire about the possibility of preventing specific users in a group from receiving ticket assignments on days they are not available, such as due to illness. Currently, we utilize a round-robin iPaaS flow to assign t...
1 Answer
Ryan Turner
Last activity on 7/17/2024 12:26:07 PM by Mark Sayers
UX Preview
I wanted to register for the new UX preview on July 30th. I got an error that says 'This webinar is for authorized registrants only. Please enter another email address.' I'm not sure why it would ask that as I only have the one I use with TeamDyn...
1 Answer
Justin Goode
Last activity on 7/16/2024 3:07:50 PM by Mark Sayers
Calendar
We have an API that based off someone clicking a link within a response to a ticket it takes them to our oncehub site to make the appt. once that appt is saved it goes into a field within the ticket for the date and time (which is an attribute). ...
1 Answer
James Richard
Last activity on 7/16/2024 11:00:27 AM by Mark Sayers
public desktop with client portal content
I created a simple non-public desktop with "client portal / knowledge base / popular articles" and "client portal / service catalog / popular services"
I see the two reports on the desktop in TDNext.
I then make the desktop public and acc...
I see the two reports on the desktop in TDNext.
I then make the desktop public and acc...
1 Answer
Greg Van De Mark
Last activity on 7/16/2024 10:35:13 AM by Mark Sayers