Questions

IPaaS not working with long integer

I am working with the SmartSheet connector, and when I retrieve a worksheet, I need to inspect the cells in the row. The cells have a long integer for the ID, and when I loop through the cells, I can view the columnID, but when I use that value ...

0 Answers

Tevis Boulware Last activity on 11/22/2024 7:03:58 PM by Tevis Boulware

CAI Knowledge Sets

I got access to CAI recently. My training is coming soon. I am tinkering. I am trying to get the bot to pull up KBs via knowledge sets. I created a web crawl and used the source as the root URL of the KB location on the client portal. However, th...

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Michael Rodriguez Last activity on 11/22/2024 3:41:50 PM by Michael Rodriguez

Project Request to Project and Project Resources

I had a project request that was approved to be a project. I went to staff it but I can't seem to get the person to pull up for the role? What am I doing wrong?
FYI - the project request has a status of approved so I can't edit it in Portfo...

1 Answer

Carla Behr Last activity on 11/22/2024 2:18:12 PM by Carla Behr

Trying to use the new feature: Allow Workflows on Tickets with Public Requestors

I see the checkbox when I edit the workflow, but it is greyed out. I don;t see any specific permissions that are needed for this. What am I missing?

1 Answer

Jon Ricketson Last activity on 11/22/2024 10:59:40 AM by Brittany Renn

Total field question on reports

Hi there - I've created a few reports to use on desktops that simply show total count numbers.
I noticed one report that for some reason is not summing at the count level in the return results and I don't understand why.
Please see attach...

1 Answer

Rebecca Murphy Last activity on 11/21/2024 2:06:49 PM by Rebecca Murphy

Sorting by Status Field

When creating a ticket report, there is no option to sort by Status order, only ascending or descending.
So instead of a report ordering tickets like
NEW OPEN IN PROCESS ON HOLD It's sorting like
IN PROCESS NEW...

1 Answer

Katelyn Bobbitt Last activity on 11/21/2024 3:51:36 PM by Mark Sayers

Using Azure AD Authentication

Hello, our Authentication Systems Admin has suggested that we consider moving from Shibboleth authentication to EntraAD/Azure, since there may be authorization options available that could be managed by AzureAD group membership.
What are your...

1 Answer

Tevis Boulware Last activity on 11/21/2024 9:48:56 AM by Mark Sayers

Time Delay in IPaaS Flow

Hello, I have a use case where I need to dynamically set a time delay, and the delay may be as long as 48 hours (if the ticket is submitted on weekends). However, you cannot dynamically set a time delay in a workflow delay step, so I have to pau...

1 Answer

Tevis Boulware Last activity on 11/21/2024 9:33:48 AM by Mark Sayers

SLA's

Is the only way to stop an SLA to resolve or close a ticket? We've noticed that putting a ticket on hold or "waiting for..." status does not pause the SLA and am wondering if this is due to something that we are doing wrong or is this by desig...

1 Answer

Darla Bury Last activity on 11/20/2024 4:36:27 PM by Brittany Renn

Sending multiple email attachments in a single email using iPaaS

Hello,
I'm trying to figure out why attachments are getting corrupted when using an iPaaS table to store the FileName and _File so that I can auto-fill the filename and file from within the "notify by Custom SMTP" email connector. Sending a s...

0 Answers

Greg Benn Last activity on 11/20/2024 3:25:06 PM by Greg Benn

IPaaS Wait For Step Termination

Hello, I have a use case where I need to dynamically set a time delay in a workflow, which cannot be done in a workflow Timer step. I have an IPaaS flow that correctly calculates the delay time and then uses a "Wait for" step, and the KB documen...

0 Answers

Tevis Boulware Last activity on 11/20/2024 12:56:43 PM by Tevis Boulware

Notification Templates - Distinguishing tags

How do I get the correct tag for someone that can trigger the 'new comment added' notification template. There are multiple people that can add a comment, the one I am currently having issues is when a comment is added through a reply from notify...

1 Answer

Justin Goode Last activity on 11/20/2024 1:13:54 PM by Mark Sayers

Looking for an updated version of the TeamDynamix Team Member Handbook

What is the latest version of the TeamDynamix Team Member Handbook and where can I download it at.
Thank you.

1 Answer

Mark Juzwiak Last activity on 11/19/2024 2:01:41 PM by Mark Sayers

Looking for an updated copy of the TeamDynamix Project Manager Training Supplement

My guide is dated 7/1/2020 - looking for an updated version if there is one.
Thank you.

1 Answer

Mark Juzwiak Last activity on 11/19/2024 1:59:16 PM by Mark Sayers

Static Fields not showing in Ticket

Please see below. In a form, I have a few static fields, H2 in this case, that are configured to show in TDClient and TDNext, and the fields show when the form is in "edit" mode, but the static fields do not show in the ticket view.
https:/...

1 Answer

Tevis Boulware Last activity on 11/19/2024 1:39:45 PM by Mark Sayers

Assigning Tasks in TDX Project

Is there a way to assign ticket tasks for members of the project from with in the Project to the Ticking app? This would be for outside vendors who rely on tickets to perform actions in the project. These vendors have access to TDNext

1 Answer

Matthew Thompson Last activity on 11/19/2024 11:28:54 AM by Matthew Thompson

Tasks created after a collector step

I have created a fairly complex workflow to handle all the tasks related to a member of IT leaving their job. There are a large number of tasks that have to be done to remove their access from all of our systems, etc. So, I set up the tasks in...

1 Answer

Martha McConaghy Last activity on 11/19/2024 9:21:52 AM by Mark Sayers

Put a statement in each ticket created or assigned to specific group

I need a way if possible, to put a canned statement in each ticket created or assigned to specific group.
Example: Group A gets a ticket this can blurb is put into the ticket for that Group

2 Answers

Matthew Thompson Last activity on 11/18/2024 4:19:23 PM by Matthew Thompson

Web service only pulling the room number and not the building

I'm trying to create a web service that grabs 2 different custom location/room attributes and sends a notification. The notification is only showing the room number though and not the building. I have tried setting the parameter data type as st...

1 Answer

Danee Gunka Schwartz Last activity on 11/18/2024 9:05:01 AM by Danee Gunka Schwartz

Project Requests on hold

Good afternoon - is there a way to put a project request on hold with a 'review date' in the future, similar to what you can do with a ticket?

1 Answer

Carla Behr Last activity on 11/15/2024 4:59:42 PM by Brittany Renn

Ability to have a link within a card

In the PPM app, when using a card wall there is the ability to have attachments associated with a card. Is there the ability to have links? I know that links are available within the project but we are wanting to associate links with the indivi...

1 Answer

Leslie Czeck Last activity on 11/15/2024 5:01:07 PM by Brittany Renn

How to filter the "Project" tab list of active projects

Besides using the search feature at the top to enter search criteria, what are the options to filter the list of projects that display when clicking on the "Projects" tab? I see the options for creating a project desktop, but those are not usefu...

1 Answer

Cindy Kraft Last activity on 11/15/2024 5:02:54 PM by Brittany Renn

Sandbox URL

Hi, May someone remind me how to format the URL to access the TDX sandbox environment for TDAdmin? I tried searching for the KB article, but I can't seem to find it anymore.

1 Answer

Niza Abrahim Last activity on 11/15/2024 9:33:42 AM by Brittany Renn

Ticket template visability

Greetings,
i created a ticket template in TDnext and set the visibility to the a group and then also changed ot to everyone. in both cases the template was not visible to anyone. any ideas why this may be happening? or how i can resolve this?

1 Answer

Larissa Kupferschmidt Last activity on 11/15/2024 9:32:29 AM by Brittany Renn

Asset 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...

1 Answer

Rebecca Murphy Last activity on 11/14/2024 3:55:28 PM by Mark Sayers

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