Questions

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...

0 Answers

Kay Masters Last activity on 4/17/2024 5:20:21 PM by Kay Masters

{{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

Issues getting workflow to move past a collector

In this workflow after the tasks are completed and the aprroval in approved it sits in the collector and wont advance until you hit the skip this step in the completion of tasks Collector step. Cant figure out how to get it to advance automatica...

2 Answers

Jeff Schilling Last activity on 4/17/2024 1:41:50 PM by Mark Sayers

TDX iPaaS flow - How to change the owner of a specific flow?

We have multiple flows configured to email flow owner on failure using the below advanced setting found in the flow configuration.

We noticed today that the person we expected to be notified of the failures was not receiving email...

1 Answer

Michael DiGregorio Last activity on 4/17/2024 11:28:16 AM by Mark Sayers

Update Status

Is there a template I can edit for the update status page? I would like to make comment field in either one or all optional.

1 Answer

Michael Rodriguez Last activity on 4/17/2024 10:08:09 AM by Mark Sayers

iPaaS Dynamic Forms, using a swith to make rows disappear/reappear

I'm working on a dynamic form that I have a switch. When I click the switch I want the rows to appear otherwise they stay hidden. What is the best way to do this?

2 Answers

Jason Rider Last activity on 4/17/2024 12:13:19 PM by Mark Medaugh

iPaaS Exchange Management Shell Connector

Hi all,
I have been working on getting our system connected to the Exchange Management Shell (special PowerShell instance) as we have an on-premise installation of exchange server (connected in a hybrid relationship with the cloud). We are bu...

1 Answer

Bennett Forkner Last activity on 4/16/2024 10:56:38 AM by Mark Medaugh

Do we have to regenerate OAuth 2.0 tokens regularly?

Good Morning,
Do we have to regenerate OAuth 2.0 tokens regularly?
Until September 2023 we were on prem and sometime prior to that, we had IMAP monitors.
The tokens would not stay valid for more than 90 days. We had to regenerate th...

1 Answer

Sarah Glatz Last activity on 4/16/2024 9:58:54 AM by Mark Sayers

Notification Task Include Approval Comments

In this workflow: https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/Workflows/Builder/13490306 , I'd like for a notification step, https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/273...

1 Answer

Sheila McBride Last activity on 4/16/2024 9:29:16 AM by Brittany Renn

Forms - Send email

App: Salesforce - Dev -
Flow: Manual Lead Entry

Can you help me figure out why I am getting an error message: Cannot determine the frame size or a corrupted frame was received.

When trying to submit a form notification?

Tha...

1 Answer

Michael Leys Last activity on 4/16/2024 5:41:46 PM by Mark Medaugh

Service Now API calls to TDX

Do you know where I would find the ServiceNow API calls to TDX to integrate the two ticketing systems to each other. We are using a company that uses ServiceNow as a 1st level support support. They need integration information to receive data an...

1 Answer

Matthew Thompson Last activity on 4/15/2024 3:55:53 PM by Mark Sayers

Add new tag on user reassignment

Hello. I am wanting to add a new tag automatically when I, or another set of users reassign a specific ticket type to another user. Can this be done using workflows or automation?
An example would be, I've claimed a ticket, I now want to reas...

1 Answer

Philip Kukla Last activity on 4/15/2024 11:25:10 AM by Mark Sayers

Keep getting Data(.)(.) instead of Data inside my "find in" expression

Hello,
I am redoing some lab exercises just to re familiarize myself with stuff. The one lab exercise involves finding the row inside of a .csv file where a particular value resides. To do this, I created the following flow steps:

...

2 Answers

Jason West Last activity on 4/16/2024 4:17:17 PM by Jason West

Group Desktop Template

Hi,
Is there a way to add a desktop template for all members of a group, or is it only possible to add a desktop to individual users one at a time?

1 Answer

Scott Cory Last activity on 4/12/2024 12:55:01 PM by Brittany Renn

Service Offering - (parent) service not correct in reporting

I'm working with service offerings - something relatively new to me.
I have a general service offering I set up in this way:
category = (none)
service = "General"
service offering = "Service Offering"
Looking at breadcrumbs in TDCli...

1 Answer

Greg Van De Mark Last activity on 4/12/2024 12:49:41 PM by Mark Sayers

Static Field Not Showing On Tickets

Hello, I may be just tired and seeing double, but I have a static field on a Form that does not appear in the ticket as expected.

https://app.screencast.com/likxMJ2Xucxm9

What am I missing here?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 4/12/2024 9:55:13 AM by Mark Sayers

Error accessing S3 buckets using S3 connectors

While I am trying to access my S3 bucket using an S3 connector, it is giving the an authorization error. I believe it is due to improper setting in my connector to direct it to my bucket and also the access control to my bucket. My final goal is ...

1 Answer

Pavan Sai Korlapati Last activity on 4/11/2024 2:17:51 PM by Mark Sayers

Uploading organization images to use in templates

Hi,
When inserting images into an iPaaS template, I have the option to select images from a "Personal" repository or a "My Organization" repository. When I upload an image, it always goes to the personal repository regardless if I have selec...

0 Answers

David Olvera Last activity on 4/11/2024 10:01:22 AM by David Olvera

Can a standard report be modified?

I am working on multiple tickets and my desktop I have some standard reports such as "My assigned tickets" and "My assigned tasks".
I noticed these are standard reports and I don't have the option to modify them as custom reports, so, Is it p...

1 Answer

Nicolas Ledezma-Munoz Last activity on 4/10/2024 11:41:24 AM by Nicolas Ledezma-Munoz

Report: Status vs Status Class

HI!
When doing a report for closed and resolved tickets, does it matter which one I use? Do I need to include both?

1 Answer

Michael Rodriguez Last activity on 4/10/2024 9:06:55 AM by Michael Rodriguez

Teamdynamix LMS

Hello,
Would you please resend the link for the Learning Management System--I seemed to have lost it and cannot find it anywhere. I have an account setup but cannot find the login site.
Thank you.
Sharon

1 Answer

Sharon Jarmoc Last activity on 4/11/2024 9:41:27 AM by Mark Sayers

Workflow Help

I have an onboarding workflow that has multiple conditions with steps. I have built this in a single workflow, but it is very busy. I am concerned if there needs to be an edit it will be challenging to figure out each later. Is there a way to cre...

1 Answer

Lorin Green Last activity on 4/10/2024 4:25:50 PM by Mark Sayers

Project Request Actual Hours vs Project Actual Hours

Hi,
We want to start tracking the actual hours being spent during our intake assessment on project requests, but in testing it seems any hours tracked while the project is in request status stay with the project when it moves to being an acti...

1 Answer

Kim Rathbone Last activity on 4/10/2024 2:52:10 PM by Mark Sayers

Ticket report for any modifications after certain status

Hi,
Is there a way to create a ticket report to capture any modifications to a ticket after it has reached a particular status?
Thanks,
Tanner

1 Answer

Tanner Grubbs Last activity on 4/10/2024 1:26:53 PM by Brittany Renn

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