General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

Email Monitor - Setting a specific Requestor upon ticket creation

Hello TD Team!

I've began to utilize email monitoring a bit more to handle ticket creation for our organization and would like to know if it was possible to have the default Requestor in the Ticket Form set specifically to a certain use...
1 Answer
Nicholas Steinmetz Last activity on 1/27/2023 1:33:55 PM by Mark Sayers

Automated Report Delivery Notification Email

Good afternoon,
Is there a report notification template that can be customized? I want to update the colors of the automated report delivery email. Is this possible? If so, how do I locate the template?
Valencia
1 Answer
Valencia Ingram Last activity on 1/26/2023 4:30:53 PM by Brittany Renn

Display all group membership for a single user

I can easily display all the members of a single group in the TDNext interface.
In the TDNext interface, as a non-admin, I'd like to see all the groups to which a single user belongs (not just their Primary Group).
1 Answer
Mark Seiler Last activity on 1/26/2023 2:58:17 PM by Brittany Renn

Unable to find resources to add to Workspaces

Hello
I am trying to update the workspaces for the new year, but I am unable to find certain resources that I would like to add to the workspace. The resources are still active and I cant still find them. What could be the reason.
Thanks ...
1 Answer
Meena Murali Last activity on 1/26/2023 1:00:48 PM by Brittany Renn

Modifying HTML output

Good day,
My employer has been using TeamDynamix for several years now, though my department is just getting into using it. Part of my current tasks are to take notification templates that were created by our parent department and modify them...
1 Answer
Patrick Garrison Last activity on 1/26/2023 1:11:27 PM by Brittany Renn

Group member not appearing in report

I have a report created that runs every morning and shows tickets submitted by anyone in a group called VIP. There is one user, Genaro Balcazar, that has an open ticket and is not appearing on my report. Attached are pics of Genaro's memberships,...
1 Answer
Alex Oquendo Last activity on 1/26/2023 11:55:37 AM by Alex Oquendo

Possible API bug?

I am using GET: https://my.support.domain/TDWebApi/api/people/lookup?searchText={{userEMPLID}}&maxResults=1
To return the user with Organizational ID = userEMPLID above
When I send my userEMPLID it returns a different user. I checke...
1 Answer
Scott Cory Last activity on 1/25/2023 9:33:41 AM by Mark Sayers

Email Service Technician User License

I was wondering if the Technician license assigned to the Email Service user (as described in this article: Article - Getting Started with Email ... (teamdynamix.com) ) will count toward license usage? Same question for the built in System Admin...
1 Answer
Mariah Rible Last activity on 1/25/2023 9:21:19 AM by Mark Sayers

iPaaS flow issues

We noticed issues with the workflows associated with iPaaS around 3:18pm yesterday, Monday. Has anyone else experienced issues with their flows, like the one below?​​​​​
System (private)
The "Ticket Status Change: On Hold Awaiting Approva...
1 Answer
Robert Kelly Last activity on 1/24/2023 9:57:54 AM by Mark Sayers

Approvers approving their own request

I have a workflow that references department custom attributes for approvers. For each department, there are custom attributes 'Approver 1' and 'Approver 2' that are both people. I use these custom attributes in the Workflow Approval Step for a p...
1 Answer
Mariah Rible Last activity on 1/23/2023 1:08:56 PM by Mariah Rible

Converted Service Request to a Task Unintentionally

Hello,
We have Converted Service Request to a Task Unintentionally. Is there a method to undo that action so that we can re-assign the service request?
Ticket states: "Because this service request has been converted to a task, its start ...
2 Answers
Sarah Glatz Last activity on 1/23/2023 3:19:00 PM by Sarah Glatz

Does the default email sender in TDx use OAuth 2.0 or SMTP?

Hi all,
I've been trying to find information on what the default email sender uses for security protocol and how those emails look upon receipt, but have come up dry. Right now we are using the custom SMTP settings, but our college is moving ...
1 Answer
Damon Stennett Last activity on 1/20/2023 2:35:08 PM by Damon Stennett

Email notification Image Removal

When receiving an email from the TDX system it comes with an image at the bottom that we would like to remove. I can't find this in the notification template. Is there a setting I need to turn off?
1 Answer
Harrison Fleisher Last activity on 1/20/2023 2:39:45 PM by Mark Sayers

Ticket Notification Templates missing

I'm trying to customize the notification emails that are sent out alongside tickets, I appear to be missing a few. The template I can't see is Service Request Task Assignment (Ticketing User).
Is this not supposed to be customizable or is the...
1 Answer
Harrison Fleisher Last activity on 1/20/2023 1:32:51 PM by Mark Sayers

Workflow Notification Step Recipients

Why is it that in a workflow notification step, the options for who you are able to send a notification to so narrow? Regular ticket notification options are quite robust and I don't understand why an entirly different notification method was dev...
1 Answer
Carl Amlin Last activity on 1/20/2023 9:47:06 AM by Mark Sayers

When placing a ticket on hold, can the time to be taken off hold be set on a global level (default setting for all tickets)

When setting a ticket to on hold , the default time is set for 12am for the day selected. Can the time be set to another time by default for all tickets. We would like that when a ticket is changed to on hold, the technician selects the date an...
1 Answer
Kay Kazinski Last activity on 1/19/2023 1:53:06 PM by Brittany Renn

Custom Field Names

Hello, after all the time I have been working with TDX, I just noticed something about Custom Field names.
I have several forms that reuse attributes, and when I put the reusable attribute on the form provides a custom name specific to the ...
1 Answer
Tevis Boulware Last activity on 1/18/2023 1:40:06 PM by Brittany Renn

Reporting on Comments & Templates

Is it possible to run a report on KB articles with comments or articles/services that use a specific template that we created?
1 Answer
Morgan Cranston Last activity on 1/18/2023 9:31:47 AM by Mark Sayers

Add a link url for Location

Is there a way, possibly through a custom attribute, to add a link(url) in Location to link out to a map.
1 Answer
Will Tonkin Last activity on 1/17/2023 1:10:43 PM by Mark Sayers

Notification Workflow Step for a Later Date (Possibly 1+ Years in the Future)

Good afternoon,
I've come across a couple of IT teams that have indicated that they could use a conduit for sending an automated notification after they've completed an activity, and more imporantly, after the associated ticket has closed.
...
1 Answer
Nate Sakovitch Last activity on 1/17/2023 11:45:55 AM by Mark Sayers

Ticket linking and/or classification creation

I've seen some answers here that indicate that you cannot link tickets that are of the same classification, and you cannot add new classifications. However these answers are around half a decade old. Has there been any changes related to this? Ou...
1 Answer
Nick Taylor Last activity on 1/13/2023 3:32:49 PM by Brittany Renn

Request Score visibility on the Client Portal

Is there a way for request scores (Risk, Goal, Scorecard and Composite) to be visible w/in the Client Portal?
Or even w/in the project details section if it's approved and converted from a request?
Authenticated TDClient Portal users – a...
1 Answer
Rebecca Murphy Last activity on 1/13/2023 9:24:13 AM by Rebecca Murphy

Can uploading attachments via a Service Request be restricted to certain users?

Hello
During a recent cybersecurity event, a vulnerability was found within TD, in regards to attachments: anybody can attach them, and they are not scanned for viruses or scripts, etc.
I understand that email is a bit more locked down (b...
1 Answer
Eugene McGeehan Last activity on 1/12/2023 5:00:23 PM by Brittany Renn

Project 'Tags' Field

Is the 'Tags' field w/in the General section of a project new? I don't remember seeing it, and it looks to be required and not something I can hide if I don't want to see it.
Thanks!
1 Answer
Rebecca Murphy Last activity on 1/12/2023 11:09:05 AM by Mark Sayers

User / Email

Greetings,

My institution has decided to utilize "_" and "." characters moving forward with email and user account names.
Will this present any issues for TDX? Would the scenario of a "john_smith" and "john.smith" as different users pr...
1 Answer
Nick Durr Last activity on 1/11/2023 4:46:17 PM by Mark Sayers

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