Questions

Project Settings Sections - Goals

Are there any informational documents that describe how to use the goals under Project Settings Sections?

1 Answer

Celine Salas Last activity on 9/13/2024 9:48:47 AM by Mark Sayers

Can Saved Reports be migrated from Sandbox to Production?

Can Saved Reports be migrated from Sandbox to Production? We have a new Assets application in Sandbox and have created 23 reports that we would like not to have to manually recreate in Production.

1 Answer

Jon Ricketson Last activity on 9/12/2024 4:30:47 PM by Mark Sayers

Create a Ticket with API and populate custom attribute fields.

I can create a ticket but the custom attribute filed are not populating. What is the proper way to include the array in the POST to create a ticket?
I tried:
{
... all the stuff that works above
TeamDynamix.Api.CustomAttri...

2 Answers

Scott Cory Last activity on 9/12/2024 3:31:36 PM by Scott Cory

Vacation Coverage - On-Call - Proxy

Hi all, we are new to TDX and a couple of our departments have asked if there is a way to set someone as covering, proxy, or a back-up for when a tech goes on vacation. This would allow tickets to be assigned to that backup during the tech's vaca...

1 Answer

John Adams Last activity on 9/12/2024 2:33:19 PM by Mark Sayers

Is there a Report Column I could use to view how long did it take a Workflow Task

I have created a Ticket Workflow with Tasks. For each tasks there is a created date and date of completion.
I wanted to see that duration between created and completed date in my Analysis report or Ticket Report.

1 Answer

Ronel Gallevo Last activity on 9/12/2024 1:06:22 PM by Brittany Renn

Is there a way to do bulk loading of Project?

The objective is to bulk load a list of Projects with Project Name, Acct/Department, Start and End Date, Category, Manager and Health.
I can make from an excel with these columns instead of creating projects manually using +NEW Button each.

1 Answer

Ronel Gallevo Last activity on 9/12/2024 12:59:38 PM by Mark Sayers

Open links by default in tdx app

I would like to get the TDX app to open when clicking links on other android apps such as outlook. Has anyone found a way to do this? The app only has one verified link in android settings that is mobile.teamdynamix.com.

1 Answer

Matt Cook Last activity on 9/11/2024 4:58:34 PM by Mark Sayers

Capturing all work completed by technician

I am trying to come up with a means that would give a true and accurate scope of work completed by each of my technicians.
If they work on a ticket from start to finish then I am able to give them credit for that ticket no problem
If ...

1 Answer

Darla Bury Last activity on 9/11/2024 2:18:18 PM by Mark Sayers

Expense API

I cannot seem to find any API documentation about "Expenses" that are in the T&E section. Viewing Expenses or adding them via an API.

2 Answers

Bryan Weist Last activity on 9/11/2024 9:07:39 AM by Bryan Weist

Project Approvals and Visibility

Hello,

My organization is working on implementing project management. I am having a hard time visualizing what this process will look like for our clients and technicians, because I have all of the project-related permissions on my account....

1 Answer

Geneva Cleland Last activity on 9/10/2024 4:58:24 PM by Mark Sayers

Availability report for a resource pool

Hello,
I need to generate a report that shows both the scheduled hours and available hours for everyone in my resource pool. The Availability Report in the Analysis app seems to be the best option, but after selecting the resource pool and ru...

1 Answer

Constantin de Boisseson Last activity on 9/10/2024 2:04:40 PM by Mark Sayers

Web Service Workflow Step: Change the group responsibility of a ticket

I'm trying to create a web service workflow step that would change the responsibility of the ticket from one group to another. The only directions that I can find related to this topic are in this article - https://solutions.teamdynamix.com/TDCl...

1 Answer

Victoria Nunez Last activity on 9/10/2024 1:30:40 PM by Mark Sayers

Is there a way to total values from a ticket/form?

We're building an app for a department that charges for their services. We'd like for the form to collect up the charges and then the ticket generate a resulting total due. Is there a way to do this?

1 Answer

Sheila McBride Last activity on 9/10/2024 12:29:43 PM by Mark Sayers

About Me Field

Is it possible to populate the "About Me' field using the people import utility?

1 Answer

Eric Woodfork Last activity on 9/10/2024 10:43:29 AM by Mark Sayers

TDX Desktops

Is it possible to remove access for Technicians to create their own desktops?
Is it possible to remove access to feeds .
Idea here is remove access for Technician for feeds and desktops so that Technicians should not create their own desk...

1 Answer

Amritpal Singh Last activity on 9/10/2024 9:30:51 AM by Mark Sayers

Ticket Report filtering based on Workflow Step Resp

Hello,
I'm having a hard time trying to use the "Workflow Step Resp" column to filter on a Ticket Report in the Analysis app.
To test, I created a report that has a filter: "Workflow Step Resp" is one of "(Current User)"
However, it is ...

1 Answer

Ashbinder Saini Last activity on 9/9/2024 1:06:16 PM by Mark Sayers

Ticket report discrepancy

Maybe I'm not familiar enough with the logic but we are seeing some discrepancies in ticket reports where unexpected tickets show up. I'll try to briefly explain the scenario:
We have a ticket report with the following filters:
Resp Gr...

1 Answer

Nick Nunn Last activity on 9/6/2024 3:31:34 PM by Mark Sayers

Technician deactivated

Hello,
We have had several technicians quit and they may still have had tickets assigned to them when we deactivated their account. We can no longer search my their name to see what tickets they were responsible for. Do those tickets get automa...

1 Answer

Haley Ling Last activity on 9/6/2024 12:26:42 PM by Mark Sayers

Is anyone else experiencing TDX randomly going into tickets and changing their statuses from closed to back open?

Over the past few weeks, I've had co-workers message me in a rage asking me why I've re-opened their tickets. I haven't touched their tickets. It seems, from what I can gather, is that the system is randomly re-opening tickets that have already...

1 Answer

Barb Gosch Last activity on 9/6/2024 9:10:40 AM by Mark Sayers

TDX Mobile - Notification

We have created a couple of tickets while in the field, I have made sure that 'notify responsible' is checked but so far out of the 3 tickets we've created through mobile we are not getting the email notification of the responsible group. Is ther...

1 Answer

Justin Goode Last activity on 9/6/2024 8:50:43 AM by Mark Sayers

Organizational Risks Drop-Down Values

For the Organizational Risks criteria drop-downs, there are 3 values currently available (High, Medium, Low). Is it possible to customize the values and add additional options?

1 Answer

Kathleen Quinto Last activity on 9/5/2024 3:15:24 PM by Mark Sayers

Database tables that hold Knowledge Base Articles

Hello,
Where can I find a list of DB table(s) that hold the information for Knowledge Base articles?

1 Answer

Paul Lupeituu Last activity on 9/5/2024 10:26:39 AM by Mark Sayers

Do I need to have the Finance application in order to report labor costs on projects?

1 Answer

Jennifer Collins Last activity on 9/5/2024 10:21:21 AM by Mark Sayers

Adding values from selection in a multiselect listbox

I might be missing something obvious, but on an iPaaS form is there a way to take the values from selections in a multiselect listbox and add them up without a flow? I've got a multiselect listbox with accessories to be ordered with the value for...

1 Answer

Andrew Dzierla Last activity on 9/9/2024 5:07:01 PM by Mark Sayers

Ability to customize information displayed on ticket's "Requestor" summary box

Is there a way to customize/select what information is included and displayed in the "Requestor" summary box on tickets?

1 Answer

Paul Lupeituu Last activity on 9/5/2024 9:39:56 AM by Mark Sayers

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