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
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...
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...
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...
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...
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

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


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...
1 Answer
Greg Van De Mark Last activity on 7/16/2024 10:35:13 AM by Mark Sayers

Task Reminder Notifications

Is there a way to notify responsible of their upcoming task due date or task reminders in TDX ticketing system?
1 Answer
Navjot Bhatoa Last activity on 7/16/2024 9:28:00 AM by Mark Sayers

Requesting Guidance for Outlook Calendar Integration

We are attempting to create an integration between TeamDynamix and Outlook calendars. Our objective is to add a step to our Request for Change workflow that will add a calendar event at the date/time listed as a ticket attribute with the TDX tick...
1 Answer
Anderson Hanchett Last activity on 7/16/2024 9:19:22 AM by Mark Sayers

Tickets and Tasks - Bulk Closure?

SCENARIO - New Hire, an Onboarding ticket is submitted by the Hiring Manager which is set to Auto-Create Tasks for HR, IT, and Facilities. IT closes theirs tasks, HR and Facilities tend to leave their tasks open. I am cleaning up Year-t...
1 Answer
Armando Cortez Last activity on 7/15/2024 1:39:05 PM by Armando Cortez

TDX User account creation

Hello, We noticed this morning that when we are using our system to create new users some of the users are being created with a space after their first name in our AD environment. I am not sure of how to resolve this. I was hoping someone could t...
1 Answer
Ryan Turner Last activity on 7/15/2024 12:33:20 PM by Mark Sayers

Tasks from one application to another AND maintain security privacy

We have a request to assign a task across different applications.
HR and IT have different applications. Neither HR nor IT have access to the other application to work tickets. This is to ensure data security and privacy on ...
1 Answer
Kelson ONeil Last activity on 7/15/2024 9:08:51 AM by Brittany Renn

Add Customer's Supervisor as Contact Automatically

Is there a way to automatically add a customer's supervisor as a contact on the ticket? i.e. if John Doe submits a ticket and his supervisor is Jane Doe, we want to have Jane automatically added as a ticket contact when John puts in the ticket. I...
1 Answer
Jonathon Eller Last activity on 7/12/2024 3:47:26 PM by Brittany Renn

Web Services - Update Asset information on a Loaner Process

We are working on a loaner process and want to setup a web service for the work flow to update the asset owner and status after the asset is assigned to the ticket.
1 Answer
Tabitha Logemann Last activity on 7/12/2024 2:29:28 PM by Brittany Renn

Choice Field Custom Attribute in body of Create Second Ticket Web Service Method Autopopulate from original ticket.

Good Morning again, and hopefully the last time for a while,

In the Create Second Ticket Web Service method, I want to pull a custom attribute choice field filled out by the end user over to the new ticket.
Ex. I have a drop down Ch...
1 Answer
Irene Muller Last activity on 7/11/2024 4:16:32 PM by Brittany Renn

Creating Custom Connector Post Actions

Hello. I am creating a custom connector to a set of API endpoints that works with XML and not JSON. I have successfully created GET actions with query strings, but am having difficulty creating a POST with a Request Body Data Type. I have cr...
1 Answer
Tevis Boulware Last activity on 7/15/2024 10:40:28 AM by Mark Sayers

Project resource allocation and time off

In our project plans we have tasks that run for multiple weeks (ex. July 1 - September 15). When an assigned resource also takes vacation time during that period, they now show as over allocated. Is there a way to modify the project task ...
1 Answer
Kim Rathbone Last activity on 7/15/2024 10:29:15 AM by Mark Sayers

iPaas SQL Query Timeout

I have several long running queries that are timing out pulling data back to my iPaas flows. I have updated the connection timeout in the connection string for MS SQL to 60 seconds and I have reviewed the configuration of the SQL server and veri...
0 Answers
Michael Olson Last activity on 7/10/2024 9:22:23 PM by Michael Olson

Service Portal Application not being added

Please see the rather rambling explanation below, but I am creating a new user (in the Sandbox) and trying to add a second enterprise service portal application. However, while the generated JSON looks correct, the newly created user is not assi...
1 Answer
Tevis Boulware Last activity on 7/10/2024 2:07:47 PM by Tevis Boulware

HMAC SHA1 in Webhooks

Is there anything besides the secret and the payload needed as inputs to generate the x-tdx-signature hash?
This is the only documentation that I could find, "X-Tdx-Signature: An SHA-1 HMAC hash of the payload using the Secret field in the we...
0 Answers
Bobby Jones Last activity on 7/10/2024 12:20:09 PM by Bobby Jones

Team Dynamix App

Do we have access to use the Mobile APP currently? I read that only certain people will be able to use the app at this time. I am checking to see if we are those certain people here a PVAMU Texas A & M that have access. If so how do we get ...
1 Answer
Matthew Thompson Last activity on 7/10/2024 11:44:06 AM by Mark Sayers

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