Questions

Is there column in Project Request report to identify if there is Files included with a Project Request?

Hello,
It was asked by our PMO if there is a report field that can identify Project Request that have Files.
I've gone through the list but it doesn't look there is but I'm hoping I'm just missing it.

Thanks
Mike

1 Answer

Michael Slett Last activity on 10/2/2024 9:28:42 AM by Mark Sayers

Report on Knowledge Article Stats

I want to get a report of all the Knowledge Articles that have been read within the last 90 days or a quarter. I cannot find a time stamp or value for the reads/article access.Has anyone found a way or work around?

1 Answer

Laurence Redmond Last activity on 10/1/2024 2:08:13 PM by Brittany Renn

E-mail Autoreply for specific forms

Is it possible to configure an autoreply for specific forms?

Can this be configured within TDX or the e-mail account associated with the TDX application?

1 Answer

Kenneth Rollins Last activity on 10/1/2024 1:57:56 PM by Mark Sayers

Ticket: Previous Responsibility

iPaaS
I am working on a flow to reassign the ticket to whomever the previous responsibility party was, based on some other criteria. Based on the structure of a ticket, I do not see a way of finding this out. Is there a method to find out who...

1 Answer

James Lockhart Last activity on 10/1/2024 12:44:06 PM by Mark Sayers

Workflow Notification Popup

I'm developing a workflow for change management. As part of the workflow there are several Conditional steps throughout verifying that information has been entered. i.e. CAB Meeting Schedule, evaluates that there is a Date present in the date f...

1 Answer

Stacey Hippen Last activity on 10/1/2024 12:18:26 PM by Mark Sayers

Assign ticket within 3 hours of receipt if the ticket is unassigned

Hi there,
I have a question from our Service Manager about automation. Can TDX be programmed to autoescalate all tickets to a given recipient if the status is not changed from “New” within three hours of being initiated/submitted?

I a...

1 Answer

Tristina Grywalski Last activity on 10/1/2024 11:28:29 AM by Mark Sayers

Workflow Activation

Hello,
I am wondering how workflows are activated and assigned if you have conditions set. Are the workflows constantly looking for tickets as soon as they come in if they meet conditions to then assign a workflow, or is there a certain time ...

2 Answers

Miranda Bielecki Last activity on 10/1/2024 11:43:19 AM by Miranda Bielecki

Person assigned an administrator license unable to log in as an administrator

A person, Nigel Bertrand (nigelb@uwindsor.ca) was granted an administrator license (UOW - TDX Global Administrator), same as many other people here. The problem is that when he selects Administrator to log in, he gets the message that he does no...

1 Answer

Mathew Chandler Last activity on 10/1/2024 10:42:26 AM by Mark Sayers

Updateable (editable on update forms)?

Please see below. and I had thought I understand what "Updatable (editable on update forms)" meant:

" Updateable (Editable on update forms) – This option determines whether the attribute is going to appear on the Update form within TeamDyna...

1 Answer

Tevis Boulware Last activity on 10/1/2024 9:28:03 AM by Mark Sayers

Project App Vendor Management

Is there a way to manage vendors in the projects app?

1 Answer

Tara Ybarra Last activity on 10/1/2024 9:16:15 AM by Mark Sayers

Expense Entry

I can't seem to find any documentation about what the fields in the Expense Entry screen do. For example, what does it do to toggle the Receipt option? Is Receipt Date the date the service/item was received?

1 Answer

Sheila McBride Last activity on 9/30/2024 2:43:56 PM by Mark Sayers

Current User Acct/Dept

Any plans to make Current User Acct/Dept an option when selecting an Acct/Dept in a Report filter, like Current User works?
e.g. Acct/Dept is equal to [Current User Acct/Dept} in an Asset Report

1 Answer

Jon Ricketson Last activity on 9/30/2024 2:31:30 PM by Mark Sayers

Workflow Notification Dropdown Attributes

I am setting up a workflow that has notification throughout the steps. One of the notifications need to pull a drop down Attribute (Location, business Impact). I'm able to pull any of the other attributes but any that are a drop down do not p...

2 Answers

Stacey Hippen Last activity on 9/30/2024 1:29:26 PM by Stacey Hippen

Remove a Time Type from a Ticket Type

Following https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3745 , I am unable to remove a time type from a ticket type. When I add a time type that is only needed for certain types within a specified application, it appea...

1 Answer

Sheila McBride Last activity on 9/30/2024 11:31:49 AM by Mark Sayers

Ticket Notification Template - adding only comments

The UPDATETEXT tag on notification templates adds in when attributes change. Is there a tag for just the comment? I want to exclude the strike-through text and only include the underlined in the below example.
From: Purdue Services < p &...

1 Answer

Charles Morgan Last activity on 9/27/2024 4:19:19 PM by Brittany Renn

Hidden Fields Showing on Tickets

Hello, I have a couple of hidden fields on a form, which are hidden to both Client, TDNext view, and configured to not-Client. I use these for temporary values storage; however, the hidden fields appear on the ticket form.

https://app.scre...

1 Answer

Tevis Boulware Last activity on 9/27/2024 9:08:31 AM by Tevis Boulware

Import Assets to a specific from

When I do an import it is uploading to the default asset form. I have forms for each type of asset as some of the information needed is very different. Is there a way to tell the import that these items need to go with the Phone (moblie) form fo...

1 Answer

Gary Sheldon Last activity on 9/27/2024 1:05:55 PM by Brittany Renn

Can a ticket's classification be changed?

Can we change an existing ticket's classification from service request to change?

1 Answer

Sheila McBride Last activity on 9/26/2024 10:03:01 AM by Mark Sayers

People Import (API) setting User Active = False

Since August I noticed that the number of Inactive TDX user accounts has increased and it appears to be from the people import. We typically do not set any account to inactive because it created duplicate account the next time a user signs in to...

2 Answers

Scott Cory Last activity on 9/25/2024 5:33:58 PM by Scott Cory

Reporting on "Created by" for former employees

We employ a large number of student employees in our Service Desk who work for a semester or two then they leave. We also remove them from our Service Desk groups when they leave. We are struggling with trying to pull accurate reports of tickets ...

2 Answers

Paul Lupeituu Last activity on 9/25/2024 4:00:24 PM by Paul Lupeituu

Changing requestor on scheduled tickets

Recently we had a management change and in the process - the old manager changed the owner of all their scheduled tickets to the new manager, however the requestor is still coming through on these tickets with the old manager being the requestor....

1 Answer

Darla Bury Last activity on 9/25/2024 10:15:26 AM by Brittany Renn

CAI and Canvas Intergration

Hi!
Does anyone know if CAI supports any integrations without iPaaS? We have Canvas, and it would be nice to pull data to CAI.

1 Answer

Michael Rodriguez Last activity on 9/24/2024 2:52:22 PM by Mark Sayers

Time off and capacity planning

Hello team,
If we want our users to enter their planned time off to reduce their capacity accordingly, should they do it
- in their time cards (in the Time off tab); or
- in their projects/workspace directly (as scheduled hours)?
...

1 Answer

Constantin de Boisseson Last activity on 9/24/2024 12:34:47 PM by Mark Sayers

Current User

Can the Current User be prefilled or defaulted on a ticket form that is initiated from TDNext? I know it is prefilled on ticket forms on the Services Portal, but not so on ticket forms initiated from TDNext. Why is that?

1 Answer

Jon Ricketson Last activity on 9/24/2024 10:41:59 AM by Mark Sayers

Styling Not Rendered in IPaaS HTML Template

Please see below. I have an IPaaS HTML Template that renders correctly in the design mode, as well as a web browser, but when I use it in a Ticket Update action (using STD action), the styling of the template is lost. The table data is displayed...

1 Answer

Tevis Boulware Last activity on 9/19/2024 12:03:26 PM by Tevis Boulware

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