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General QuestionsAsset selection and visibility
We cared a new asset application to house all of our software products and we also use another asset application to house hardware.
We wanted to expose the Asset/CI field on the ticket form so that users could select the software product from...
We wanted to expose the Asset/CI field on the ticket form so that users could select the software product from...
1 Answer
Rebecca Murphy
Last activity on 11/14/2024 3:55:28 PM by Mark Sayers
Project End Date Updates
The ability to add custom project attributes to the project update form is great. Is there any way to add non-custom attributes there as well? My immediate example would be for project start/end dates. We are constantly reminding folks to upda...
1 Answer
Bill MacKenzie
Last activity on 11/14/2024 2:48:41 PM by Brittany Renn
Report or API for Users in a portal application
Trying to work out how to dynamically pull this data in a report, but not sure I see it. Similarly API/iPaaS doesn't seem to have an appropriate API call.
Goal is a list of users who do / do not have access to a particular portal. I know the ...
Goal is a list of users who do / do not have access to a particular portal. I know the ...
1 Answer
David Tod
Last activity on 11/12/2024 4:48:21 PM by Mark Sayers
Asset Drop Down Field
We are wanting to create a drop down field for assets (printers), but wondering if there is a way that on the field when selected that more information is included with the drop down and not just the Serial Number of the asset. We would like the ...
1 Answer
CHRISTIAN MARTINEZ
Last activity on 11/12/2024 3:59:15 PM by Mark Sayers
Alerts option in Card Wall for PPM
When using a card wall plan, when configuring the initial card it appears that alerts for that card cannot be configured as it is not displaying as an option. However, when in the priority view of the plan and then opening up a card, it does hav...
1 Answer
Leslie Czeck
Last activity on 11/12/2024 11:46:05 AM by Mark Sayers
How to get access
Hello! I was trying to get access to this link https://solutions.teamdynamix.com/TDClient/1965/Portal/Links/Details?ID=QVPrNoCOo1c_&TID=437948&popup=1 And, it is telling me I don't. How do I change that?
Thanks!
Kr...
Thanks!
Kr...
1 Answer
Kristi Palm
Last activity on 11/11/2024 2:11:54 PM by Kristi Palm
Determining a user's primary group
How can we determine a user's primary group when getting a person via the API? The data that is returned contains a list of group ids that the user is a member of with no indication of the primary group id.
We are using this API endpoint from...
We are using this API endpoint from...
1 Answer
Paul Lupeituu
Last activity on 11/11/2024 2:33:16 PM by Mark Sayers
Automate ticket responses based on certain parameters
Is there a way to use a response template automatically on ticket creation? For instance, if I have a custom ticket type or if the user selects a certain category, could I have that trigger one of my response templates? I don't see an option to h...
1 Answer
Mehrdad Ghazi
Last activity on 11/8/2024 3:44:54 PM by Mark Sayers
Ticket Response to Multiple People
When a client responds by email to a ticket from TD, can it go to multiple people if there are multiple people on the ticket? Could find it in the KB.
1 Answer
Alex Oquendo
Last activity on 11/8/2024 1:54:56 PM by Mark Sayers
How to get in if SSO is down?
We have a hosted TD environment with SSO enabled.
I'm doing some research, and I was just wondering, how would we get into TDNext if our SSO was not working for some reason? Same question for the client portal, I believe customers wouldn't be...
I'm doing some research, and I was just wondering, how would we get into TDNext if our SSO was not working for some reason? Same question for the client portal, I believe customers wouldn't be...
1 Answer
Kay Brewer
Last activity on 11/8/2024 12:17:47 PM by Mark Sayers
Workspace removal rules automatic?
Is there any way to set workspace removal rules to trigger automatically
1 Answer
Brett Duester
Last activity on 11/8/2024 10:21:57 AM by Mark Sayers
Is there a Document Workflow/Approval in Ticket Apps?
We have this in Projects/Portfolio Planning but I can't find it in the Ticketing Apps.
Is there an equivalent or workaround to get a Document Approval process to ticketing?
Is there an equivalent or workaround to get a Document Approval process to ticketing?
1 Answer
Ronel Gallevo
Last activity on 11/7/2024 2:46:04 PM by Mark Sayers
Increasing institution buy-in
I hope this is an acceptable place for this; if not, please direct me to where I should post it.
My goal is to increase TDX buy-in within our institution. We have been using TDX for a couple of years, and I am a fan of the product. I feel lik...
My goal is to increase TDX buy-in within our institution. We have been using TDX for a couple of years, and I am a fan of the product. I feel lik...
1 Answer
Beau Stribling
Last activity on 11/7/2024 2:49:54 PM by Mark Sayers
how do i change a serial number name?
We are trying to change a typo in a Serial number that is attached to an asset. I can't find anyway to do it in TDNext or TDAdmin - what am I missing?
1 Answer
Rebecca Murphy
Last activity on 11/7/2024 2:18:33 PM by Mark Sayers
Does TDX accepts XLSMs attachements
Hello Team ,
We have a rule setup in way so that when we send an email to email@domain.com it creates the ticket .But those emails have attachments and when ticket is getting created in TDX we are not able to get the attachments.
Is ther...
We have a rule setup in way so that when we send an email to email@domain.com it creates the ticket .But those emails have attachments and when ticket is getting created in TDX we are not able to get the attachments.
Is ther...
1 Answer
Amritpal Singh
Last activity on 11/7/2024 11:16:25 AM by Mark Sayers
Unable to use the "Create ticket" option from Assets
Hello, I am unable to use the create ticket option from assets (red circle with a red line through it appears when I hover over the button). I tried to look at my security roles to turn on the option but I am unable to find it. Please advise. Tha...
1 Answer
Chrissie Kenny
Last activity on 11/7/2024 9:40:42 AM by Mark Sayers
Knowledge - Review Notifications and Groups
Hello!
When using Groups as Knowledge article owners, what criteria must be met for a member to receive a notification for the Next Review Date? I had thought that someone would just need to be a member of the group, and have "Notify" set to ...
When using Groups as Knowledge article owners, what criteria must be met for a member to receive a notification for the Next Review Date? I had thought that someone would just need to be a member of the group, and have "Notify" set to ...
1 Answer
Dan Handyside
Last activity on 11/6/2024 9:26:04 AM by Mark Sayers
Time Tracking Training
I've been looking through the KB quite a bit, and I see how to create time and expense types. But there are pieces of the puzzle that don't seem to fit.
1. When I assign a ticket a certain Hours budget, it wants to be in a dollar form. B...
1. When I assign a ticket a certain Hours budget, it wants to be in a dollar form. B...
1 Answer
Sheila McBride
Last activity on 11/5/2024 3:24:29 PM by Mark Sayers
All tasks in My Assignments are shown even they project is OnHold, any way to filter it?
Seems like a good opportunity to add Project Status/Health as another dropdown filtering in My Work application.
1 Answer
Ronel Gallevo
Last activity on 11/5/2024 11:39:49 AM by Mark Sayers
Asset Report Status Changed to Surplus
Hi there,
Our Service Desk manager would like a report of assets that change status to surplus within a given time frame. When the status changes, the feed reports the change date and time, but there doesn't seem to be a way to report on the...
Our Service Desk manager would like a report of assets that change status to surplus within a given time frame. When the status changes, the feed reports the change date and time, but there doesn't seem to be a way to report on the...
1 Answer
Tristina Grywalski
Last activity on 11/4/2024 12:44:15 PM by Mark Sayers
Referencing FormDynamicElements
Hello,
I'm using FormDynamicElements to add fields to a form, but I'm unable to find how to reference those fields for the form's submission flow. Surely, if there's a way to add fields to a form there's a way to collect the data back from th...
I'm using FormDynamicElements to add fields to a form, but I'm unable to find how to reference those fields for the form's submission flow. Surely, if there's a way to add fields to a form there's a way to collect the data back from th...
1 Answer
Amanda X
Last activity on 11/4/2024 10:14:15 AM by Mark Sayers
Viewing Reports from the Client Portal
Is there a way to restrict which reports can be viewed from the Client Portal? Is there a selection in the "Owner and Visibility" report settings that needs to be selected/de-selected?
Thank you,
Kristi
Missouri State University
Thank you,
Kristi
Missouri State University
1 Answer
Kristi Oetting
Last activity on 11/4/2024 9:26:39 AM by Mark Sayers
Sort/Order Issues Report by Task ID
I have found the Issues Report template to be very useful, including its lookups to Task, Plan, and Project. But there is one key field missing - the Task ID. I do appreciate having the Task (name) hyperlink, but also need the Task ID for logical...
1 Answer
Jodie Alexander
Last activity on 11/4/2024 9:15:28 AM by Mark Sayers
SLA's
I am trying to understand how the SLA should work. We are trying to figure out if there is a way for a ticket with an SLA can take into account if the responsible party is -- in a meeting, out to lunch, out of office --- etc -- basically any ti...
1 Answer
Darla Bury
Last activity on 11/1/2024 11:50:41 AM by Mark Sayers
FormDynamicElements otherProperties
Hello,
I'm working with FormDynamicElements to populate a form, but I have struggled to figure out how to apply properties to the elements. Is there a reference for acceptable parameters to pass into the otherProperties? I'd like to start wit...
I'm working with FormDynamicElements to populate a form, but I have struggled to figure out how to apply properties to the elements. Is there a reference for acceptable parameters to pass into the otherProperties? I'd like to start wit...
1 Answer