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.
Scheduled Ticket Delays and Report Delivery Delays for Weekends
Hello again:
I have been able to set up a scheduled ticket for the first of each month. I wanted to ask if there would be a way to delay creation of such tickets (as well as email delivery of ticket reports) for the following Monday if the fi...
I have been able to set up a scheduled ticket for the first of each month. I wanted to ask if there would be a way to delay creation of such tickets (as well as email delivery of ticket reports) for the following Monday if the fi...
1 Answer
Anderson Hanchett
Last activity on 3/1/2022 9:41:02 AM by Mark Sayers
Using Workflows to Assign Ticket Responsibility
Is there a way to use ticket workflows to assign tickets a new primary responsibility after a ticket task is completed? I have been experimenting with various types of step sin workflows, but it appears that only the tasks are assigned, but the t...
1 Answer
Anderson Hanchett
Last activity on 2/28/2022 12:29:22 PM by Mark Sayers
Notifications when ticket is re-opened
In one of our applications we have it set up to where a new request is opened if the request is commented on after 7 days a new request is generated. If the request is commented on within the 7 days, then the same request is re-opened. One of our...
1 Answer
Gabriela Barragan
Last activity on 2/25/2022 3:06:19 PM by Mark Sayers
Ticket Creation via API
Hello, TDX Community:
I wanted to ask if there is a most effective way via API or other means to automatically generate tickets. For instance, if we wanted to schedule the creation of tickets on weekly or monthly intervals for tasks completed...
I wanted to ask if there is a most effective way via API or other means to automatically generate tickets. For instance, if we wanted to schedule the creation of tickets on weekly or monthly intervals for tasks completed...
1 Answer
Anderson Hanchett
Last activity on 2/25/2022 12:17:07 PM by Mark Sayers
Ticket task start date not moved earlier based on predecessor end date
I have a ticket task template that contains a succession of ticket tasks where each rely on a predecessor to be completed before becoming active. When a task completes, the succeeding task's start date usually is moved earlier to line up with the...
2 Answers
Greg Van De Mark
Last activity on 11/30/2022 1:17:43 PM by Diane Kubarek
Status of Updated Tickets
When our technicians reply to a service request (and expect a response from the customer), they set the status to On Hold. When the customer replies, the status reverts back to the last off-hold status (in this case "In Process.") The technician ...
1 Answer
chelsea doyle
Last activity on 2/25/2022 8:53:21 AM by Greg Van De Mark
Ticket count report
Hello
I am trying to create a ticket count report for each department. I am getting what I want for the most part except it is not doing a total department count. Would anyone know how to structure the report to give me a total department co...
I am trying to create a ticket count report for each department. I am getting what I want for the most part except it is not doing a total department count. Would anyone know how to structure the report to give me a total department co...
1 Answer
Lydia Jefferson
Last activity on 2/25/2022 9:11:45 AM by Mark Sayers
Email replies monitor for client portal and asset / CI app
Hi there,
Can I get clarification on what the email replies monitor does for the client portal and asset / CI app? Is the following correct based on my testing?
Client Portal
Knowledge base feedback - outbound email settings
Kno...
Can I get clarification on what the email replies monitor does for the client portal and asset / CI app? Is the following correct based on my testing?
Client Portal
Knowledge base feedback - outbound email settings
Kno...
1 Answer
Jack Chou
Last activity on 2/24/2022 2:46:05 PM by Mark Sayers
Using Relationships and Developing a CMDB Between Two Applications
Hello,
We are in the very beginning of developing relationships between our assets and creating a CMDB, however we have two asset applications -- would it be possible to develop relationships/CIs between applications? Or would it be more ben...
We are in the very beginning of developing relationships between our assets and creating a CMDB, however we have two asset applications -- would it be possible to develop relationships/CIs between applications? Or would it be more ben...
1 Answer
Em Charny
Last activity on 2/24/2022 2:30:37 PM by Mark Sayers
URLs for applications
We have several areas that are not part of our core service that have applications within our instance. Our instance is itsupport.ou.edu. For those areas that have apps in our instance, it would be preferable if they could have URLs that do not...
1 Answer
Robert Kelly
Last activity on 2/24/2022 11:32:19 AM by Mark Sayers
Details of Knowledge base permissions
I am unable to locate the list of KB permissions and what each means in detail. IE. always edit articles, etc. are very generic and do not provide any specific details as to what that actually means. Where is this detailed article
1. I am...
1. I am...
1 Answer
Amy Hamman
Last activity on 2/24/2022 9:26:05 AM by Mark Sayers
Delete vendors and contacts?
I just want to confirm that we cannot delete vendors or contracts in Inventory?
1 Answer
Alex Oquendo
Last activity on 2/22/2022 2:15:50 PM by Mark Sayers
TD and pronouns and diacritical remarks
Does TD accept pronouns like him/her/them?
Does TD accept diacritical marks like a tilde above a letter?
Does TD accept diacritical marks like a tilde above a letter?
1 Answer
Alex Oquendo
Last activity on 2/22/2022 11:40:23 AM by Mark Sayers
Ticket Task Templates
When adding a Task Template to a Change type ticket, there are three radio buttons for Start Date. I have three independent tasks and no matter which radio-button I select, the Start Date doesn't populate on the tasks. Also, which one of these is...
1 Answer
Bobby Jones
Last activity on 2/22/2022 9:31:29 AM by Mark Sayers
iPaaS: CSV File unable to read commas
I am working on importing data from a CSV file to the Asset/CIs application. In the file some of the data contain commas. To prevent this, I have put the data in double quotes. Unfortunately, the commas are being read as newlines instead of a ...
1 Answer
Tyler Duncan
Last activity on 2/21/2022 11:36:27 AM by Mark Sayers
iPaaS Run Flow: Manually from within TDX iPaaS
I'd like to run one of my flows manually, but without having to key in each field in the Flow Input, but instead, copy and paste the JSON data to run. Is this possible?
1 Answer
Tyler Duncan
Last activity on 2/21/2022 1:41:46 PM by Mark Sayers
change Management
We are using Change management and have a classification for Emergency Changes... something that is critical and needs to be done immediately and all technicians get notified via email in our work flow. Our problem is the emails look identical to...
1 Answer
Scott Tilghman
Last activity on 2/18/2022 1:50:50 PM by Mark Sayers
Maintenance Release Notes
Is there any way to subscribe to receive email notifications when maintenance release notes are added? We've mostly monitored this manually in the past and wanted to make sure there wasn't another way.
Thanks!
Thanks!
1 Answer
Nick Nunn
Last activity on 2/18/2022 9:34:30 AM by Mark Sayers
TDX Workflow Capabilities
When a user completes the admin request form, I want them to complete training and take a quiz certifying they understand. Is there is a way I can incorporate a method of asking questions, like a quiz? The workflow I am thinking of goes like this...
1 Answer
Valencia Ingram
Last activity on 2/17/2022 12:26:13 PM by Mark Sayers
Maximum number of choices in a drop down custom attribute
Hi guys,
What's the maximum number of choices we can have for a drop down custom attribute?
Thanks,
Erin
What's the maximum number of choices we can have for a drop down custom attribute?
Thanks,
Erin
1 Answer
Erin Tramble
Last activity on 2/16/2022 3:51:11 PM by Mark Sayers
Configure security role that can only edit Custom Attributes?
Hi,
We're setting up a new department with its own TDx ticketing application. They have a need to manage the content some of their own custom attributes (think: drop down list options for approved textbooks.) Is there a way to set up a user s...
We're setting up a new department with its own TDx ticketing application. They have a need to manage the content some of their own custom attributes (think: drop down list options for approved textbooks.) Is there a way to set up a user s...
1 Answer
Erin Tramble
Last activity on 2/16/2022 3:50:09 PM by Mark Sayers
Workflow approval step
It is possible that when an approval step is approved that it is changing the status of the ticket itself.
I did not think that this occurred, but I have reports that it is happening.
I did not think that this occurred, but I have reports that it is happening.
1 Answer
Mathew Chandler
Last activity on 2/15/2022 10:54:53 PM by Mark Sayers
Reporting on Survey Responses by Ticket Source
We are looking to report on our survey responses based on the source of the associated ticket (chat, email, phone, etc.). I don't see an option for Source under parent ticket when doing a report from the Survey Response report source. Is there an...
1 Answer
Steve Aker
Last activity on 2/15/2022 4:05:02 PM by Mark Sayers
Automatically set the Primary Responsibility to Group Manager
When creating a Ticket form, we set a default "Responsible" value to a group, is there also a way to automatically set the "Primary Responsibility" to the manager of the group instead of having that value stay 'Unassigned'?
I would think thi...
I would think thi...
1 Answer
Nathan Ignatz
Last activity on 2/16/2022 11:19:05 AM by Mark Sayers
Can a report be created to see if a user updated a ticket at least once?
Is there a way to get a report from TDx that would show the number of tickets that a particular user had at least one update? I know you can report on "modified by" but I believe that is only the last user to modify the ticket and not a check of ...
2 Answers
Phuong Hoang
Last activity on 2/11/2022 2:55:33 PM by Becky Klein