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.
Linking a cardwall plan to a task in a waterfall plan
Hi,
We want to run hybrid projects with a high-level waterfall plan and sprints that require individual cardwall plans. Ideally, when we select a task 9sprint) in the waterfall plan, it would link directly to a new card wall for that sprint. ...
We want to run hybrid projects with a high-level waterfall plan and sprints that require individual cardwall plans. Ideally, when we select a task 9sprint) in the waterfall plan, it would link directly to a new card wall for that sprint. ...
1 Answer
Constantin de Boisseson
Last activity on 4/9/2024 1:37:06 PM by Brittany Renn
KB Suggestions
Is there a way when a client is submitting a ticket for a specific service for the system to "suggest" KB articles that might solve the issue?
1 Answer
Navjot Bhatoa
Last activity on 4/9/2024 11:55:49 AM by Mark Sayers
Traversing the Asset Tree
I'm looking into the possibility of using the WebAPI to traverse an Asset's relationship tree, specifically between itself and other assets
Based on my research, it is not possible to see or edit relationships between assets using the WebAPI....
Based on my research, it is not possible to see or edit relationships between assets using the WebAPI....
1 Answer
Harrison Fleisher
Last activity on 4/8/2024 4:41:59 PM by Mark Sayers
Reminder for upcoming Due Date
Hi all,
Can TDx send notifications to prime responsible of a ticket a set time ahead of a due date? This is so people are notified, let's say, 3 days prior to a due date.
Damon
Can TDx send notifications to prime responsible of a ticket a set time ahead of a due date? This is so people are notified, let's say, 3 days prior to a due date.
Damon
1 Answer
Damon Stennett
Last activity on 4/8/2024 4:38:10 PM by Mark Sayers
Report on reassigned/transferred tickets.
Hello all!
I have been asked if a report could be created for tickets a particular group has reassigned to others. I took a looks at the filtering list for a ticket report, and nothing jumped out. Does anyone know if this can be done?
I have been asked if a report could be created for tickets a particular group has reassigned to others. I took a looks at the filtering list for a ticket report, and nothing jumped out. Does anyone know if this can be done?
1 Answer
Michael Rodriguez
Last activity on 4/8/2024 1:45:09 PM by Brittany Renn
SmartSheet IPaaS Authentication
It appears that the only way to create a Credential into the SmartSheet Connector is through a Secret/ID Pair:
However, our Smartsheet instance only provides a Token. Is there an authentication method for Smartsheet that can use a "har...
However, our Smartsheet instance only provides a Token. Is there an authentication method for Smartsheet that can use a "har...
1 Answer
Tevis Boulware
Last activity on 4/11/2024 10:29:26 AM by Mark Medaugh
Filter on task responsible person group
What filter can I use to show a task's group responsibility when the task is assigned to a person? For example, a task is created for the Business Services group. Then, a member of the Business Services group takes the task. The task resp changes...
1 Answer
John Anderson
Last activity on 4/5/2024 4:27:37 PM by Mark Sayers
Accessing Web Service Step Response Variables in a Notification Step in a Workflow
Hi there,
Is it possible to access a web services step stored response variable in a notification step for a workflow?
For example, I am pulling the assets assigned to tickets in a web services step and storing the response body in a vari...
Is it possible to access a web services step stored response variable in a notification step for a workflow?
For example, I am pulling the assets assigned to tickets in a web services step and storing the response body in a vari...
1 Answer
Emiko Bell
Last activity on 4/5/2024 1:31:48 PM by Mark Sayers
Adding links to Desktops
Good Afternoon,
I am in the process of creating a 'one stop shop' for our student help desk staff in a TD desktop. I've pulled in everything I am looking for so far successfully. One question I have that I can't get to seem to work as expec...
I am in the process of creating a 'one stop shop' for our student help desk staff in a TD desktop. I've pulled in everything I am looking for so far successfully. One question I have that I can't get to seem to work as expec...
2 Answers
Randi Buckley
Last activity on 4/5/2024 1:11:32 PM by David Tod
Groups showing all tickets
I have noticed that some Accounts/Groups when looking at Ticket Request on the Client Portal. Can view all tickets for that group, regardless of being a contact on that request or not. While there are some Accounts\Groups that can only see the re...
1 Answer
Keyon Farrier
Last activity on 4/5/2024 1:08:10 PM by Brittany Renn
Asset Import and Protected Fields
I am trying to mass upload some assets. I have a protected attributes labeled "License Key". When I try to upload the import spreadsheet, it does not give me the option to map the license key column to the "License Key" attribute. It doesn't even...
1 Answer
Zack Cameron
Last activity on 4/5/2024 9:34:33 AM by Mark Sayers
Need updated API for Assets and CIs sandbox connector for TDX
Hi Team,
I have a query in iPaaS, I am trying to implement automation of warranty date from dell warranty site and update in asset details where I am finding it difficult to add this particular detail only rather than editing all other values...
I have a query in iPaaS, I am trying to implement automation of warranty date from dell warranty site and update in asset details where I am finding it difficult to add this particular detail only rather than editing all other values...
2 Answers
Bhanu Prakash Reddy Baddam
Last activity on 4/4/2024 2:31:01 PM by Bhanu Prakash Reddy Baddam
QR code in Ipaas
Hi wanted to know if there is a way I can use a template that generates a qr code from html to grab a url from a textbox element on a form to produce the qr code from that url.
3 Answers
Matt Hoadley-Jager
Last activity on 4/23/2024 12:28:56 PM by Matt Hoadley-Jager
Testing new asset app only shows 300 items
I have imported 900 items into a new asset app. When clicking assets to view all, it only lists (300). I tried searching and it seems all are in there. Any idea why it only lists 300 max, and what is the best way to get a view of all assets?
1 Answer
Matt Cook
Last activity on 4/3/2024 4:07:27 PM by Mark Sayers
Adding a Hyperlink to Help Text
I am attempting to try and add a hyperlink to an attributes help text? Is there an easy way to do this? I am unable to find any options?
1 Answer
Chrissie Kenny
Last activity on 4/3/2024 2:29:01 PM by Mark Sayers
Edit Standard Field Setting
Hello,
We recently went in and created ~120 forms using a template form. I only just realized that a couple of the fields in the template form had custom help text assigned to them. These fields are standard fields in TDX such as Acct/Dept an...
We recently went in and created ~120 forms using a template form. I only just realized that a couple of the fields in the template form had custom help text assigned to them. These fields are standard fields in TDX such as Acct/Dept an...
1 Answer
Riley Fay
Last activity on 4/3/2024 10:57:54 AM by Brittany Renn
Adding a Plan to a Project Request
I would like to add a Plan to a Project Request. When I go to Admin>Portfolio Planning>Types>Type>Project Sections and try to add the Plan Section to the Type it is grayed out and will not let me check the box. What am I missing?
1 Answer
Jeffrey Wormley
Last activity on 4/3/2024 1:58:16 PM by Mark Sayers
Webservice Account Credentials
Hi,
In testing https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4299/edit , I get a message that I don't have access to the account.
Does that refer to https://support.einsteinm...
In testing https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4299/edit , I get a message that I don't have access to the account.
Does that refer to https://support.einsteinm...
1 Answer
Sheila McBride
Last activity on 4/2/2024 1:30:53 PM by Brittany Renn
Showing people who report to themselves in a report?
We have some individuals who are set up to report to themselves in Windows AD, and that's how they get imported into TD as well. Is there a way to filter for this on a report or in a query so that we can see a list of people who have the same nam...
1 Answer
Kay Masters
Last activity on 4/1/2024 12:37:34 PM by Kay Masters
New App with Email Monitoring and Replies
Hi,
I know I'm being a little obtuse about email monitors, but I'd like your advice on this scenario:
We want to start an application that will receive alerts from various security and monitoring systems and create tickets. We will want ...
I know I'm being a little obtuse about email monitors, but I'd like your advice on this scenario:
We want to start an application that will receive alerts from various security and monitoring systems and create tickets. We will want ...
1 Answer
Sheila McBride
Last activity on 3/29/2024 4:31:50 PM by Brittany Renn
View Only in Assets
Good Afternoon,
Is there a way to set users up with 'view only' access in Assets? I am not finding that there is.
Thank you,
Randi~
Is there a way to set users up with 'view only' access in Assets? I am not finding that there is.
Thank you,
Randi~
1 Answer
Randi Buckley
Last activity on 3/29/2024 4:18:51 PM by Brittany Renn
WebService Method Body
Hi,
Mark had helped me set up some web services, at least one of which I must edit. However, when I got to do so, the body tab is not active. Is there something I am missing?
Mark had helped me set up some web services, at least one of which I must edit. However, when I got to do so, the body tab is not active. Is there something I am missing?
1 Answer
Sheila McBride
Last activity on 3/29/2024 12:32:04 PM by Brittany Renn
Update Tasks Permissions
Hello, for the security role permission, "Update My Assigned Tasks Only Restricts a user from updating tasks to which they are not assigned. This permission is ignored if the user also has the "Update Tasks" permission."
Two questions.
Do...
Two questions.
Do...
1 Answer
Tevis Boulware
Last activity on 3/29/2024 12:26:24 PM by Brittany Renn
Sandbox Refresh - Scheduled: Monday April 8th, 2024
Hello --
Based on how I am reading the documentation ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=133132 ) the Spring 2024 Sandbox refresh will occur on: April 8, 2024. Any new work, in the Sandbox (https://plann...
Based on how I am reading the documentation ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=133132 ) the Spring 2024 Sandbox refresh will occur on: April 8, 2024. Any new work, in the Sandbox (https://plann...
1 Answer
Daniel Epley
Last activity on 3/28/2024 5:06:22 PM by Brittany Renn
iPaaS: impact of changing connector definition on published flows
If I change a connector definition, does that impact published flows, or do those flows make use of the connector as defined at the time they were published?
1 Answer
David Tod
Last activity on 3/29/2024 12:28:05 PM by Brittany Renn