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...
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 ...
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...
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 ...
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...
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 ...
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...
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...
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)"...
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...
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. 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...
So...
2 Answers
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
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