Mass Time Entry Approvals

Good morning, our tutoring center is using the "Time and Expenses" area to track tutor work hours. We want to know if there is an option to approve time en masse? The tutoring center has around 60 tutors. We turn in time sheets once a month, so t...
1 Answer
Abelardo Huereque Last activity on 5/31/2023 1:30:25 PM by Mark Sayers

Project Dependency = Task + Time

Is there a way to set a dependency for a project task to be 7 days after a specific task has completed.
When I add the predecessor, the dependent task assumes that it can start immediately after the completion of the predecessor. I have ta...
1 Answer
Sarah Glatz Last activity on 5/30/2023 2:41:35 PM by Mark Sayers

Reporting: Is the "feed" or "comment" box a reportable data point?


Our HR department created a report to show tickets with a status class of On Hold and the "goes off hold" so they can monitor tickets that may have stalled. They would also like to add the reason for putting the ticket on hold, ei...
1 Answer
Eugene McGeehan Last activity on 5/30/2023 1:48:05 PM by Mark Sayers

Bulk import/update API

We are starting our integration into TeamDynamix, migrating from another platform, utilizing the APIs. We were wondering, since the bulk import also updates existing assets, what is used as the primary key for making this decision when...
1 Answer
Dante Stokes Last activity on 5/30/2023 1:20:43 PM by Mark Sayers

Admin logging

As an admin, is there a way to see login info from other users and what they do? Meaning is there a log that we can see that they logged in, then deleted an asset and if so what asset that was? We are looking at hiring student workers for a proje...
1 Answer
James Richard Last activity on 5/30/2023 10:43:57 AM by Brittany Renn

TDX iPaaS Response Body Customization

I am attempting to utilize a Webhook to trigger an iPaaS flow that has a very strict json schema structure of what the response body should look like. I know currently the default response data is being stored in the {Data} object but I would lik...
1 Answer
Nic Hayes Last activity on 5/30/2023 11:49:52 AM by Mark Sayers

What is the api endpoint to create a custom attribute in a specific application?

I am recreating attributes from Sandbox in Production.
I used a GET method to pull all attributes https://[TDXURL]/SBTDWebApi/api/attributes/custom?componentId=9&appId= [APPID]
My service account does not have global admin. Is there ...
1 Answer
Naseem Benjelloun Last activity on 5/30/2023 10:47:45 AM by Brittany Renn

JCCC: Where can I add additional text or template tags to workflow approvals?

Where can add additional text or template tags to workflow approvals?
1 Answer
Daniel Epley Last activity on 5/30/2023 10:49:28 AM by Brittany Renn

Spreadsheet Update to Knowledge Base Inquiry

Hello fellow cohorts!
I have a spreadsheet that currently lives in a Microsoft SharePoint and I am wondering if there is a way that when I change something in that spreadsheet, can I link it to a knowledge base article that I can make and dis...
1 Answer
Clyde Van Dyke Last activity on 5/30/2023 11:03:19 AM by Mark Sayers

Unable set Client Portal Security Role to Client

I have an IPaaS flow that is attempts to set the default Client Portal Application and Client Portal application with the correct security role ID and security role name. However, the result of the update will not change the security role of the...
1 Answer
Tevis Boulware Last activity on 5/30/2023 10:02:44 AM by Mark Sayers

Comment Added email loop

We have a ticket that is sending out "Comment Added" several times a minute and it won't stop. How can we stop this and prevent it going forward?
1 Answer
Kai Krause Last activity on 5/30/2023 2:01:39 PM by Mark Sayers

Desktop Auto Refresh

We are getting some reports of the Desktop Auto Refresh being inconsistent and not working for some of our users even after confirming they had the setting enabled. Has anyone else reported this or seen this?
I've only ever seen this not work...
1 Answer
Nick Nunn Last activity on 5/26/2023 4:59:38 PM by Suzanne Purdum

Transfer tickets between TDX instances

Another department within our organization has their own SaaS instance of TDX. What is the suggested method for transferring tickets between the two instances?
1 Answer
Bobby Jones Last activity on 5/24/2023 2:48:23 PM by Mark Sayers

Has anyone else experienced custom From email addresses, in our case servicedesk, changing to this morning?
1 Answer
Robert Kelly Last activity on 5/24/2023 12:14:44 PM by Brittany Renn

Associate issues with tasks after creation

Is it possible to associate an Issue with a Project Task after the issue has been created? If so, how?

Thank you!
1 Answer
Mariah Rible Last activity on 5/24/2023 11:32:42 AM by Brittany Renn

What is the criteria for Workflow Step Resp to have a value in a Tickets report?

I have a report that shows tickets that have a workflow associated. I've included all the available workflow attributes. For workflows that show incomplete and display the current step name, most do not list a Workflow Step Resp, even though the ...
1 Answer
Darlene Palmer Last activity on 5/24/2023 10:07:31 AM by Mark Sayers

Asset Application main page views

In the asset application, currently we see what i sent a screenshot of for a view on the main asset page. Can this be customized to view other fields within a record?
1 Answer
James Richard Last activity on 5/24/2023 8:51:08 AM by Brittany Renn

Application data

I currently have an application called Asset Testing and we are looking to go live in PROD under Assets/CI's, is there a way to copy all of the data meaning attributes and other settings to the other application?
1 Answer
James Richard Last activity on 5/23/2023 3:37:54 PM by Mark Sayers

Inventory Client

My department is starting to look at using TeamDynamix as a way to bring in inventory.
Before fully implementing this, does anyone know if there's a way to get hold of an executable or msi of the client for testing purposes?
2 Answers
Darrell Millar Last activity on 5/22/2023 11:38:54 AM by Darrell Millar

Ticket & People - Contacts

So if you are a technician and working a ticket unless you click on the People link at the top of the ticket you do not see the other contacts on a ticket. Is there some way to add the number of people on the ticket?
Or is there somewhere on ...
1 Answer
Brian Harmon Last activity on 5/22/2023 9:37:56 AM by Brittany Renn

Features that don't work in sandbox

Is there a comprehensive list of the features that are turned off for Sandbox?
1 Answer
Mariah Rible Last activity on 5/19/2023 4:34:06 PM by Brittany Renn

Converge PMI PDU eligible?

Is any portion of the TDx converge sessions next week eligible to be claimed as PMI PDUs?
1 Answer
Rebecca Murphy Last activity on 5/22/2023 9:05:48 AM by Mark Sayers

Bulk updates to existing user records


We are gearing up for the deployment of capacity planning, and I need to ensure certain options are activated in user records. Can the import tool be used to perform bulk updates to existing user records? For example: Checking "us...
1 Answer
Eugene McGeehan Last activity on 5/19/2023 3:48:51 PM by Brittany Renn

Ticket notification image size

Another tech asked about this and I didn't have an answer.
When an email comes into the ticket queue, a notification gets sent out; sometimes, if the user has our company logo in their signature, it shows up massive. But if you look at the ac...
1 Answer
Cameron Waggoner Last activity on 5/19/2023 1:13:03 PM by Brittany Renn

Hiding fields within an asset

Is there a way to hide certain fields within an asset that are not an attribute like the external ID? And also can we hide the asset feed by default?
1 Answer
James Richard Last activity on 5/19/2023 10:21:26 AM by Brittany Renn

Additional Resources

Popular Tags