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.
POST API Permission Setting
Hi,
Looking at this log entry https://support.einsteinmed.edu/TDAdmin/ec907a1c-a5b8-423a-b989-b2165ed67fdf/2739/WebServiceLogs/Details/2082296 , there is a permission issue doing a POST to a new application. Can you refresh my memory on wh...
Looking at this log entry https://support.einsteinmed.edu/TDAdmin/ec907a1c-a5b8-423a-b989-b2165ed67fdf/2739/WebServiceLogs/Details/2082296 , there is a permission issue doing a POST to a new application. Can you refresh my memory on wh...
0 Answers
Sheila McBride
Last activity on 5/7/2024 6:14:06 PM by Sheila McBride
iPaaS Dynamic Forms - Custom control - how to get back the value
I have a Dynamic form with a custom Account Control broken into 5 parts. I need to be able to pull these values out individually, or even as one value hyphen separated. See Custom HTML below:
<style>th { font-size: 0.8em }
table...
<style>th { font-size: 0.8em }
table...
0 Answers
Will Tonkin
Last activity on 4/19/2024 10:24:50 AM by Mark Sayers
How to edit: Project Details & General section for PPM
How do I put custom attributes and/or content above the General section? I see this article that it can be done (project charter info) above the defaults.
Also, for our use cases, there is a lot of info in the General section that we don't n...
Also, for our use cases, there is a lot of info in the General section that we don't n...
1 Answer
Alyx Lyons
Last activity on 5/7/2024 3:11:46 PM by Mark Sayers
Can Project Attribute Sections be ordered?
I am hoping to be able to order project attribute sections in TDNext, but I don't see a way to do this. I do see that they are automatically ordered alphabetically, but this doesn't work as well with how we want the information ordered.
1 Answer
Alyx Lyons
Last activity on 5/7/2024 10:56:52 AM by Mark Sayers
Retrieving user information from TDX
I am trying to retrieve all users into a listbox. What connector would I need to use?
1 Answer
Alicia Mendez
Last activity on 5/7/2024 12:12:17 PM by Mark Sayers
Email Monitor Attachments
Hi,
Is it possible to have an attachment in an email that is sent to a monitor and the attachment be in the ticket that is created? I can't seem to get the PDF to show up in the ticket upon creation.
Is it possible to have an attachment in an email that is sent to a monitor and the attachment be in the ticket that is created? I can't seem to get the PDF to show up in the ticket upon creation.
1 Answer
Michael Rodriguez
Last activity on 5/7/2024 8:47:45 AM by Mark Sayers
Filter by attachment boolean
Is there any way to filter tickets that do or do not have an attachment in a report?
1 Answer
Derek Hickman
Last activity on 5/6/2024 2:04:28 PM by Mark Sayers
iPaaS Connector Oracle Query
Is it possible to pass a field name as a parameter to an Oracle Select action? We have a query that can change based on preconditions and the change is what field we are evaluating in a WHERE clause.
My example is:
SELECT * FROM <som...
My example is:
SELECT * FROM <som...
1 Answer
Jim Lucas
Last activity on 5/6/2024 2:39:52 PM by Mark Sayers
API Body if/then/else
Are we able to use if/then/else in the Body of a web service method? I have a use case that I would like to use if/then/else to then do different updates on a ticket. I could create multiple methods, but would prefer to keep it in one if possib...
1 Answer
Eric Haffey
Last activity on 5/6/2024 1:53:48 PM by Mark Sayers
How do I use HTML in the Description for a ticket created in iPaaS
I want to create a Ticket from an iPaaS flow, and would like to format the Description field with HTML, but it doesn't seem to recognize the tags. It instead just display them as text.
1 Answer
Will Tonkin
Last activity on 5/6/2024 9:24:46 AM by Mark Sayers
Forms for a New Ticketing Application
We recently created an application for a vendor to handle certain requests that were previously under IT Tickets. It was easy enough to mark the service for the new application. Is there a way to move/redirect the form without having to recrea...
1 Answer
Sheila McBride
Last activity on 5/3/2024 1:15:56 PM by Mark Sayers
Custom Field needed Ticketing
Does TDX have a custom field that I can use to bring over an other ticketing systems number so I can update the ticket in TDX and send back to the external ticketing system?
1 Answer
Matthew Thompson
Last activity on 5/3/2024 12:19:07 PM by Brittany Renn
Add a second functional instance in sandbox?
Hi folks, hoping for a bit of help here: Our Web Services team (which does not fall under IT) is interested in getting their own TD license and using it to track their work, and this question is not how to go about buying and provisioning all tha...
1 Answer
Stuart Carapola
Last activity on 5/3/2024 11:35:57 AM by Mark Sayers
Ticket types and tracking
In Admin and your applications ticket types, it tells you if its connected to anything. I would like to know how I can track down what service it belongs to.
Thank you
Thank you
1 Answer
Justin Goode
Last activity on 5/2/2024 3:34:02 PM by Mark Sayers
How to make empty Project attribute field name hidden on notifications?
On my Project Notifications, how do I set it up so that if an attribute is empty (has no value inputted) the name of the field in addition to the value will be hidden on the emailed notification?
Is there an option like this: {{#CustomAttribu...
Is there an option like this: {{#CustomAttribu...
2 Answers
Craig Topple
Last activity on 5/2/2024 12:40:42 PM by Craig Topple
Display Objects/Tables on Dynamic Form
We are new to IPaaS and so far searching has not been able to yield an answer. Is there a way to display and object passed into a form either as a table or even just the JSON. Currently its only coming back showing [object object] when we try to ...
1 Answer
Brent Wickham
Last activity on 5/2/2024 2:59:28 PM by Mark Sayers
Ticket Feed Formatting in Web Service Method
We have a workflow that uses a web service method to GET the ticket feed and we want to then POST the ticket feed into a new ticket. The response body from the GET ticket feed is an array of comments. Is there any way to format those in the JSO...
1 Answer
Scott Cory
Last activity on 5/2/2024 1:39:38 PM by Mark Sayers
Copying multiple tasks (inc. parent/child tasks) at once
Hi,
I'm trying to copy more than one task at once in a waterfall plan, but it only pastes the first task in the list. Is there a way around this?
Also, this KB article ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet...
I'm trying to copy more than one task at once in a waterfall plan, but it only pastes the first task in the list. Is there a way around this?
Also, this KB article ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet...
1 Answer
Constantin de Boisseson
Last activity on 5/2/2024 10:04:44 AM by Mark Sayers
auto write to a new field
We would like to put a date and time box in our tickets but this field will be based off of a canned response with an appointment link and once the customer uses makes that appointment one of our API's will then fill in the field with the date an...
1 Answer
James Richard
Last activity on 5/1/2024 3:48:48 PM by Mark Sayers
Anyone Using Microsoft Power Automate to Create Tickets
I'm new to TeamDynamix, we use an intake form on SharePoint for new users. We would like to in turn use Power Automation to create the ticket in TDX. Any help would be appreciated.
1 Answer
Mark Davis
Last activity on 5/1/2024 3:44:13 PM by Mark Sayers
Google "Less Secure Apps" Changes
With Google rolling out their new release this summer that gets rid of the "Less Secure Apps" permission and traditional IMAP settings, we are wondering if TDX will be adapting to accommodate that change or if there is a specific way we can prepa...
1 Answer
Kenneth Williamson Jr
Last activity on 5/1/2024 3:38:18 PM by Mark Sayers
Mass inactivate users through People Import
Hi
Due to an issue a while back, we had to run an emergency iPaaS job to activate all users. Now, we'd like to selectively inactivate users who are no longer employed or are students. I've tried to create a People Import spreadsheet using onl...
Due to an issue a while back, we had to run an emergency iPaaS job to activate all users. Now, we'd like to selectively inactivate users who are no longer employed or are students. I've tried to create a People Import spreadsheet using onl...
1 Answer
Chuck Renninger
Last activity on 5/1/2024 3:32:14 PM by Mark Sayers
forms and service, type (and service offering) attributes: TDClient vs. TDNext
I'm setting up forms and trying to keep them as simple as possible. Therefore I'm not including service, service offering, and type attributes since I can associate the form with the service offering and those attributes should be taken care of.
...
1 Answer
Greg Van De Mark
Last activity on 5/1/2024 9:46:37 AM by Mark Sayers
Web Service Auth Accounts
Hello,
I have a workflow with a web service method that is supposed to create a ticket in a different app. When that step is reached, the logs show a 403 Forbidden error.
Response Body:
{"Message":"You do not have access to this applic...
I have a workflow with a web service method that is supposed to create a ticket in a different app. When that step is reached, the logs show a 403 Forbidden error.
Response Body:
{"Message":"You do not have access to this applic...
1 Answer
Scott Cory
Last activity on 4/30/2024 2:42:08 PM by Mark Sayers
Knowledge base article contents in Database/File System
I am an on-premise customer on 11.6.
Where can I find the contents of KB articles either within the database or in the servers file system? My end goal is to be able to search all KB articles looking for a specific link. I see most KB article...
Where can I find the contents of KB articles either within the database or in the servers file system? My end goal is to be able to search all KB articles looking for a specific link. I see most KB article...
1 Answer
Mariah Rible
Last activity on 4/30/2024 3:01:33 PM by Mark Sayers