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.

Attachments in tickets

Part of our email signatures include the icon's (links) for twitter and facebook for our company. However if someone submits a ticket via email then these "icons" show up image attachments
this causes some confusion when there are actual...
1 Answer
Darla Bury Last activity on 8/26/2024 3:43:43 PM by Mark Sayers

Yearly ticket

Is there a way to create a ticket automatically on a certain date to remind us about to do something?
1 Answer
James Richard Last activity on 8/26/2024 12:38:26 PM by Mark Sayers

HTML in Ticket Import for Description

Is it possible to use HTML in the ticket import in the description?
1 Answer
Maryann Rohrabaugh Last activity on 8/23/2024 4:14:59 PM by Mark Sayers

Isolate Data from Variable Response Body

Hello,
I have a question regarding isolating data from the response body in a web service step.
I am trying to extract data from a Maintenance Activity on a change request, and to do so will need the ID of the task.
I read through thi...
1 Answer
Tuscun McFarlen Last activity on 8/23/2024 10:29:36 AM by Mark Sayers

Asset Import Limitations

Is there a limitation on how many Asset rows can be Imported? I have a large number of Assets to import into a new Assets App (almost 300K). I am trying to test it in our Sandbox but I get a TeamDynamix error screen stating:
We're sorry, bu...
2 Answers
Jon Ricketson Last activity on 8/23/2024 8:47:32 AM by Jon Ricketson

Attribute Fields Choices

What are the character limits for the attribute fields choices?
1 Answer
Vivian Spencer Last activity on 8/22/2024 2:31:58 PM by Mark Sayers

CardWall Read Only Access

Hello, I noticed in 11.9 Release notes that
"Read-only versions of project plan card walls will be accessible wherever a TDClient or TDNext user is able to see a list view of a project plan and are not resources on the project."
We're a...
1 Answer
Sarah Glatz Last activity on 8/22/2024 12:05:32 PM by Mark Sayers

Managing a user's application desktop in TDNext

Is there any way to manage the desktop that a user would see under their ticketing application tab in TDNext? Not the Desktop tab but specifically the ticketing application one. I'm wondering if an admin has the ability to push a desktop similar ...
1 Answer
Nick Nunn Last activity on 8/22/2024 10:11:03 AM by Mark Sayers

Edit Work times on Cards

Is it possible to edit time on the Work tab in individual cards if the original person who entered the time entered the incorrect amount? Also, is there a way for the Project Manager to be able to do this on the fly?
1 Answer
Chuck Angel Last activity on 8/21/2024 3:50:59 PM by Brittany Renn

Ticket Aging Report

Hello.
Is there any way to email the Ticket Aging Report (built-in stacked bar report) to our VP? As it is a built-in report, I cannot edit or email it and my supervisor would like it on a weekly basis.
Thank you.
Lynn Gudeczauskas
1 Answer
Lynn Gudeczauskas Last activity on 8/21/2024 11:13:19 AM by Brittany Renn

Survey Report Management

Is it possible to have a text area where the technician can add follow up notes after following up with a specific survey response?
1 Answer
Frank Koelling Last activity on 8/21/2024 10:00:24 AM by Mark Sayers

User Groups

Is there an easy way for a user to see what groups they belong to?
I took a look, but did not see any way to do this. I also did not find any easy what to export this for them.
1 Answer
Mathew Chandler Last activity on 8/20/2024 2:39:19 PM by Mark Sayers

How to simplify the project request submission process in the TDx PMO

Hi,
I use the TDx PMO in a real life application (City IT Dept).
As a PMO manager, I find the project request submission process and the project request review process obscure and unnecessarily complex
The save button should be next...
1 Answer
Timothy Mellin Last activity on 8/20/2024 3:00:14 PM by Mark Martinez

Using Different Survey Types

Is it possible to send different types of surveys? As an example 80% of tickets get a 1 question survey and 20% of tickets get a 5 question survey.
1 Answer
Jayne Dissette Last activity on 8/20/2024 12:22:46 PM by Mark Sayers

Convert Project to Ticket

Hello,

One of our technicians mistakenly converted a ticket into a project request. We dont currently utilize the project system in TDX, so I am relatively unfamiliar with it. Is there a way for me to convert this back into a service request...
1 Answer
Geneva Cleland Last activity on 8/20/2024 11:27:10 AM by Mark Sayers

Assets/Ci's

We have duplicate assets based off of a Serial number. The ONLY thing different about the 2 are the created by person, is there a way to find duplicate assets and then merge them?
1 Answer
James Richard Last activity on 8/20/2024 10:30:54 AM by Mark Sayers

Email Replies Error

When one of my users replied to an email, I received an error "Error: [The input data is not a complete block.]" in the email reply logs. Does anyone know what would cause this error?
1 Answer
Jahmaul Holmes Last activity on 8/20/2024 10:06:14 AM by Mark Sayers

Secure Replies or Encrypted Messages

Hi there,

I was wondering if it is possible to secure send a reply when updating a ticket? Is there any sort of encryption process to protect sensitive information?

Thanks
Tom
1 Answer
Thomas Bartkus Last activity on 8/19/2024 3:04:47 PM by Mark Sayers

change of campus contact

Is there a knowledge article that outlines what all needs to be done when a main TDX contact on campus is moving on? If not, this could be the start of one. :)
As an admin, I can get the person set up properly in our instance. I can also get ...
1 Answer
Greg Van De Mark Last activity on 8/16/2024 3:51:03 PM by Brittany Renn

Email - Updating the Custom SMTP after the fact

Our campus is looking to create customized outbound emails for the different ticketing apps now that we are exanding into more and more ticketing applications. We did not configure this at implementation. A question was raised as to what happens...
1 Answer
Holly Waid Last activity on 8/16/2024 3:50:39 PM by Mark Sayers

Pull Actual Hours By Task on a Project

Hello, is there a way to pull actual hours on a project by task?
1 Answer
Rachel Renckly Last activity on 8/16/2024 11:49:39 AM by Brittany Renn

Can a Change ticket be a parent to child tickets?

I'm working on our Change requests. I'd like to associate incidents with the Change as child tickets, so that if a Change ticket is implemented and then causes an issue, we could see a list of tickets spawned as a result of the Change.
Howeve...
1 Answer
Kay Masters Last activity on 8/16/2024 10:34:04 AM by Mark Sayers

Asset relationships in import?

Is there a way to establish asset relationships to other assets via the asset import process?
1 Answer
Rebecca Murphy Last activity on 8/15/2024 3:48:05 PM by Mark Sayers

Possible to retain custom attributes when moving a ticket?

We are trying to move a ticket from one ticketing application to another, and that is working fine. But we want it to carry all of the custom attributes into the new application and that is not working. The new application has all of the releva...
1 Answer
Carly Born Last activity on 8/15/2024 11:44:35 AM by Mark Sayers

Unable to delete Attribute Dependencies

Hi,
I just noticed we are unable to delete many of our attribute dependencies. These all have a description that says "Automatically migrated from the pre-11.3 attribute dependency relationship."
1 Answer
Scott Cory Last activity on 8/15/2024 9:07:00 AM by Mark Sayers

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