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.

TDX API

It appears there is no API call to create a new ticketing application, correct? Is that something that was ever suggested or thought about?
The reason I ask is that there are quite a few steps to get users/security roles/groups set up in a n...
1 Answer
Jim Lucas Last activity on 8/5/2024 3:28:57 PM by Mark Sayers

Update Portfolio and/or Program on Project via API

Is possible to update the Portfolio or Program associated with a project using the API? I don't see this in the Project API documentation, but wasn't sure I was just missing it or it is in a different API.
1 Answer
Corrine Knox Last activity on 8/2/2024 4:04:39 PM by Brittany Renn

Create a report of all groups and their descriptions?

Hi,
Is it possible to create a report that returns a list of groups and each group's description?
Working on creating training information and I'd rather be able to leverage the existing data with a report instead of needing to maintain ...
2 Answers
Zoë Crabtree Last activity on 8/2/2024 3:47:28 PM by Mark Sayers

People Import Error

Hello we are getting the following error when our People import runs for a specific user "Division - District 4" is not a valid choice for the "Acct/Dept" property" there are many other employees with the same exact information in Active Director...
1 Answer
Ryan Turner Last activity on 8/2/2024 11:34:34 AM by Brittany Renn

Mass CMDB Relationship Updates

I've been working on building our CMDB and I'm wondering if there is a "replace" feature for relationship map updates? For example, we upgraded the routers that support our machine room. I have lots and lots of things the point to the old route...
1 Answer
Ethan Bateman Last activity on 8/1/2024 9:46:50 AM by Mark Sayers

Form issue

Hello,
I am having issues with a custom form. I added an integer text box to collect phone numbers and it will only allow numbers that start with 2. i.e. 2061234567 is fine but 3601234567 creates the error message as seen in the attached scr...
1 Answer
Erika Breysse Last activity on 8/1/2024 9:22:30 AM by Mark Sayers

Department field on form is not editable for certain users. Is this by design? If so, can it be changed?

We have a need for someone in HR to submit an access request form for other employees. This includes choosing the dept for which the employee is in. I have set the Acct/Dept attribute to be "Editable and Required" on the form. However, when someo...
1 Answer
Jake Beard Last activity on 7/31/2024 12:17:28 PM by Mark Sayers

Users in new ticketing application

Hi there,
Need some help with a stumper I've run into recently: I built a new ticketing application and Client Portal for our Web Services team, which consists of basically one guy who will be working tickets submitted via a single form in a ...
1 Answer
Stuart Carapola Last activity on 7/30/2024 3:56:57 PM by Mark Sayers

Tickets with Attachments Report

Greetings-
I am working on finding an option to review tickets with attachments to ensure that the data in the attachments doesn't violate any of our IT data storage policies. If there is data within the ticket attachments; we will have to w...
1 Answer
Crystal Hotchkiss Last activity on 7/30/2024 2:59:19 PM by Mark Sayers

Adding ticket tasks to personal Calendar instead of public

In TDNext there's an option to add ticket tasks to calendar, but it seems that it adds them to a shared/application calendar visible to everyone and I'm not seeing any option to add them to a personal calendar only myself can see- is there a sett...
1 Answer
Simon Martin Last activity on 7/30/2024 11:57:14 AM by Mark Sayers

PPM Stakeholder and Sponsor roles

Hello All,
We are just starting our use of Project Management and have a few questions about the roles, specifically what functionality that Stakeholders and Sponsors have.
When adding a Stakeholder to a Project, there is a checkbox list ...
1 Answer
Kristi Oetting Last activity on 7/30/2024 11:43:19 AM by Mark Sayers

Way to flag accounts for extra instructions

Would there be a way to flag an account for special instructions. We have had a couple of hacks with requests to change a password. when it's not the users requesting it. We need a way of flagging an account to read notes for an extra code to c...
1 Answer
Matthew Thompson Last activity on 7/30/2024 10:11:45 AM by Mark Sayers

Workflows continuing after ticket closure

Hello,
We are starting to get into more workflows and ran across a coupe use case's where a ticket is marked resolved in the middle of the workflow process. After the ticket is resolved, the workflow steps stay and continue to function. An ex...
1 Answer
Shawn Lienemann Last activity on 7/30/2024 9:55:06 AM by Mark Sayers

Creating Ticket Reports that show specific time frame of Created Tickets

Good Morning,
I'm looking for a bit of assistance in creating a ticket report being asked by my organization. The ask is to figure out how many tickets are created with our Help Desk in specific time ranges like from 8:00 am - 9:00 am and for...
1 Answer
Carlos Turcios Last activity on 7/30/2024 9:37:47 AM by Mark Sayers

Report Field Definitions

Good afternoon,
I am trying to find out whether there is a published list of the reporting field definitions. More specifically, I am looking to determine the difference between "Create to Init Resolve (abs)" and "Create to Init Resolve (Op)"...
1 Answer
Tationia Bowen Last activity on 7/29/2024 4:31:37 PM by Mark Sayers

Bulk update Text Area attributes on assets

I'm looking to bulk update a custom attribute on multiple assets from the TDNext asset/ci app Update screen.. This custom attribute I want to update across multiple assets is a Text Area field. I don't see it as an option in our list of custom ...
1 Answer
Anna-Liisa Breit Last activity on 7/29/2024 2:30:48 PM by Mark Sayers

Save and Finish Later - Ticket Functionality

Hello,
Is there a way for clients to save their partially completed forms (ticket requests) as they complete tickets to be finished and submitted later?
If not, is there a possibility of this feature being developed? Our form is roughly 2...
1 Answer
Malissa Somers Last activity on 7/29/2024 1:10:46 PM by Brittany Renn

iPaaS - Change Username

Trying to create a flow that would end up updating TDX user information, There are two main things I can't find.
1. Organizational ID: I didn't find any setting change for that in 'TDX Common Admin - Update User'. The setting I think it migh...
1 Answer
Justin Goode Last activity on 7/29/2024 12:08:43 PM by Mark Sayers

User History

Is there a way to see what updates were made to a user's record? I notice that a tech was changed this afternoon, but I didn't make that change.
1 Answer
Sheila McBride Last activity on 7/26/2024 2:18:42 PM by Mark Sayers

Limit Field Level Editing

I need to be able to limit the ability to change the Project Type field value only on Requests and Projects. Once it's assigned, it should only be able to be changed by a TDAdmin or specific 2 users. Is there a way to do that?
1 Answer
Rebecca Murphy Last activity on 7/26/2024 11:49:40 AM by Mark Sayers

Email Monitor

Good morning, I have a quick question and was wondering if you all could take a look at something for us. We have an email monitor setup (support@dot.nm.gov) and up until a few days ago when someone would send an email to that address it would ge...
2 Answers
Ryan Turner Last activity on 8/8/2024 3:16:39 PM by Bobby Jones

KB Report for Pending Review

I have a report for this, but it has a default value for a portal I chose. I'd like it to be "default client portal" so that technicians in other ticketing applications would see their pending KB articles. I'm assuming that's not possible?
So...
2 Answers
David Tod Last activity on 7/26/2024 10:00:18 AM by David Tod

iPaaS standard connector documentation

Is there documentation that I just am not finding for standard connectors in iPaaS like "TDX Common Admin". I am trying to edit a person record and getting an error that "Bad Request ID: -1 Message: Could not edit user: The primary Client Portal...
1 Answer
Charles Morgan Last activity on 7/26/2024 12:32:00 PM by Michael Ligouri

Project Total Expense Budget differs from Total Expense Types Budget

I have a project that shows 2 different budget amounts. The total Expense Types Budget matches what I've entered and is correct. The total Expenses Budget is a different number and I can't determine where it came from or how to edit it. Unfort...
1 Answer
Kimberly Lawrence Last activity on 7/24/2024 10:17:57 AM by Mark Sayers

Windows File System Access ipass connector

What's the expected format for the "File name" attribute on the "File Exists" action? See image
I'm using "\\servername\LOAD\TDXSystemImports\People\text.txt" and it isn't appearig to work
1 Answer
Charles Morgan Last activity on 7/23/2024 4:52:11 PM by Michael Ligouri

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