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.
Organizational Risk Risks Percent of Value
Are there refresh timings set either in the sandbox as a whole, or specific to the Organizational Risk section of Portfolio Planning? I am testing the use of the
1 Answer
Rebecca Murphy
Last activity on 2/6/2024 10:30:51 AM by Mark Sayers
Drop Down list choices
If im populating a Form drop down list with values from my flow, is there a way to have the drop down populate on click of the drop down so that the drop down doesn't pre select a value ? or is there another way to maybe just have the drop down s...
1 Answer
Matt Hoadley-Jager
Last activity on 2/5/2024 4:51:18 PM by Mark Medaugh
Creating New Status for Issues in TD Workspaces
Hi there,
Is there a way to create new Issue statuses for Issues in a TD Workspace? We're looking at creating one for better tracking/filtering options. I'm familiar with how to do this in a ticketing application but haven't had any luck with...
Is there a way to create new Issue statuses for Issues in a TD Workspace? We're looking at creating one for better tracking/filtering options. I'm familiar with how to do this in a ticketing application but haven't had any luck with...
1 Answer
Brian Hoang
Last activity on 2/5/2024 1:48:28 PM by Mark Sayers
Workflow feed entry visibility
Is there a way to make workflow feed entries, such as "X approved this request" not private on the ticket feed? We have some approvers who want to see the approval history on a ticket.
1 Answer
Mariah Rible
Last activity on 2/5/2024 12:51:51 PM by Mark Sayers
Knowledge Base Search From Ticket Form
Knowledge base search (top right corner in TDNext) doesn't appear on every ticket form. Is there a way to configure KB search visibility for every ticket form?
1 Answer
Julien Rossow-Greenberg
Last activity on 2/5/2024 4:19:37 PM by Brittany Renn
Forecast vs. Actual Project Budget Reporting
Is there a report available for reporting on project budgets forecast vs. actuals? I can see where in "Projects" the PM can input expense forecasts, but we want to compare the forecast to the actual expenses on a month-by-month basis.
1 Answer
Kim Rathbone
Last activity on 2/5/2024 4:38:53 PM by Mark Sayers
Workflow Notification Step - multi-value attributes
On a workflow notification step, we're looking at custom template variables with multiple values, but the notification doesn't seem to support that. Any ideas.
2 Answers
License type access defaults
Hi there,
If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes che...
If I am creating a new security role, and I choose a license type, then click 'select defaults', does that automatically provide me with the access permissions checked, that are the TeamDynamix pre-set defaults or are the boxes che...
1 Answer
Cynthia Mullaney-Evans
Last activity on 2/2/2024 12:54:34 PM by Brittany Renn
Modifying PCT between resources on project tasks when plan is not checked out
When using waterfall plan schedules in the Projects application, I am only able to edit/modify the resource allocation percentage on a task with multiple resources assigned when the plan is not checked out. When the plan is checked out and I am d...
1 Answer
Kim Rathbone
Last activity on 2/1/2024 1:45:19 PM by Mark Sayers
TDNext Asset Importer - Assigning Owner via OrgID
Is there any way to assign the owner through asset import off of a simpler field? It is nearly impossible to generate the format that the importer wants for owner by pulling data from other systems and I'd like to just use the person objects Orga...
2 Answers
Justin Rasmussen
Last activity on 4/11/2024 11:23:54 AM by Sonya Martin
Creating New Categories inside a Card Wall
I have a project administrator who says that they found information from TDX that it's possible to create new categories inside a Card Wall.
Is this something only a TDX administrator can do or is this something that can be granted to a proje...
Is this something only a TDX administrator can do or is this something that can be granted to a proje...
1 Answer
Mathew Chandler
Last activity on 2/1/2024 9:50:06 AM by Mark Sayers
Project Request Workflow Reports
I have set up a few new project request workflows in the sandbox and wanted to be able to report on a specific workflow and have the step names shown. These items do not seem to be available as attributes in the analysis tab. How do I accomplish ...
2 Answers
Katharina Wymar
Last activity on 2/1/2024 12:41:35 PM by Katharina Wymar
Connector query
Is there a specific way to have a connector request a query from a URL by creating a parameter inside the get request?
1 Answer
Matt Hoadley-Jager
Last activity on 2/1/2024 11:26:17 AM by David Tod
Email Monitoring
Hi,
We're getting ready to setup email monitoring. Questions:
Do you recommend that the email account/auth account be different from the one we are using for replies (support@einsteinmed.edu)? I kind of like the same for user-friendl...
We're getting ready to setup email monitoring. Questions:
Do you recommend that the email account/auth account be different from the one we are using for replies (support@einsteinmed.edu)? I kind of like the same for user-friendl...
2 Answers
Sheila McBride
Last activity on 1/30/2024 4:54:26 PM by Mark Sayers
Alternate ID
Hi! Does anyone know if I can get the "Alternate ID" to show up below side the Organization ID field in the upper right hand side of tickets?
1 Answer
Michael Rodriguez
Last activity on 1/30/2024 2:41:34 PM by Mark Sayers
Can a custom field be added to a card within the Project App
Can I create a custom field to be added to a card? I know where I can create custom project attributes but I do not see the ability to add a field for a card.
1 Answer
Leslie Czeck
Last activity on 1/30/2024 1:47:52 PM by Mark Sayers
Using iPaaS to Access Excel Files that are located in a Microsoft Team
I'm looking for videos and documentation that will help me with accessing an Excel file in a Microsoft Teams folder. I'm looking to take the contents of the spreadsheet and update asset information in TeamDynamix.
Thanks!
Thanks!
1 Answer
John Parker
Last activity on 2/2/2024 9:44:15 AM by John Parker
SFTP Create File Error - iPaaS
I am trying to use the SFTP connector Create File function. I have used it for other SFTP applications. I am receiving this error from the current FTP site that I am working with.
UserError
Unsupported operation open file
I ca...
UserError
Unsupported operation open file
I ca...
1 Answer
Scott Allbee
Last activity on 1/29/2024 4:45:18 PM by Mark Sayers
new Assets/CI Application for space allocation (location management)
Hi all,
Curious if anyone has created an Asset/CI appl for space allocation? We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.). We want to track whether a space is occupied; # of occupant...
Curious if anyone has created an Asset/CI appl for space allocation? We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.). We want to track whether a space is occupied; # of occupant...
1 Answer
Michelle Fallon
Last activity on 1/29/2024 3:05:35 PM by Brittany Renn
How to automatically edit ticket's classification
We have a field on a form that allows the end user to choose if they want the classification of the ticket to be an incident or a change. We are thinking of creating an automation rule that is based off that selection to automatically change the ...
1 Answer
Gabriela Barragan
Last activity on 1/29/2024 1:38:34 PM by Mark Sayers
Survey question Header Length
We are starting our Forray into surveys, and it seems the max length of the Header is 24 characters.
I recognize the value of keeping things short, sweet, and to the point, but this feels too restrictive. is it possible to modify this length...
I recognize the value of keeping things short, sweet, and to the point, but this feels too restrictive. is it possible to modify this length...
1 Answer
Jacob Mercer
Last activity on 1/29/2024 11:11:02 AM by Mark Sayers
Assign Projects to Resources
Hello
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks
1 Answer
Meena Murali
Last activity on 1/29/2024 9:33:00 AM by Mark Sayers
Some Users are not Receiving Email Notifications from a Workflow
We have created a custom attribute as an approval role in a workflow. The Approvers receive notifications whenever an approval is awaiting their response. However, some people are not receiving the email notifications. I have confirmed that notif...
1 Answer
Valencia Ingram
Last activity on 1/26/2024 3:53:32 PM by Mark Sayers
Assets No Longer in Use
Is there any way to ensure assets that are marked as Out of Service no longer appear in the selection to be associated with a ticket? We still need the historical information for reporting, but we have a number of older assets that are out of ser...
3 Answers
Amy (Dube) Hodgdon
Last activity on 1/26/2024 3:57:56 PM by Amy (Dube) Hodgdon
Receive "Permission Denied" message trying to view KB "Project Request Workflows"
https://solutions.teamdynamix.com/TDClient/1965/Portal/Shared/NoPermission.aspx
1 Answer
Michael Kuhn
Last activity on 1/26/2024 2:08:41 PM by Mark Sayers