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 Backup and Restore Procedures

Questions required for risk analysis.
1. How often is data backed up and where?
2. Are there backup or downtime procedures if the application/system is unavailable?
3. If we need to have data restored, do we need to work with TDX support...
1 Answer
Fillagot Taye Last activity on 2/27/2024 3:37:39 PM by Mark Sayers

Auto-Populate Form Field from Requestor or People Attribute

Hi, I want to have a form field that will automatically fill in a user's attribute (job title, unique identifier, etc) when they are selected from another Person Lookup field. Is this possible in TeamDynamix or is this something an iPaaS flow ca...
1 Answer
James Cherry Last activity on 2/27/2024 3:20:43 PM by Mark Sayers

Project Task Status History / Calculating data for Flow Metrics reporting.

Is there a table in the database that stores the history of Project Tasks? I am looking for a way to pull the dates that a status changes for Project Tasks in order to build a Cumulative Flow Diagram for Agile / Scrum metrics in Power Bi. I've ...
1 Answer
Darin Waldrop Last activity on 2/29/2024 11:11:42 AM by Mark Sayers

form on a desktop

on our client portal we have a service form, i know on my desktop i have a TDNext creat it help ticket, is there a way to put that service form as something like the create it help tickets?
1 Answer
James Richard Last activity on 2/27/2024 2:26:15 PM by Brittany Renn

Link Ticket Types to KB Articles

Hi,
Does there currently exist a way to link either KB Articles or KB categories to a ticket type? So that when a ticket of a certain is created there is immediately related articles shown along the side panel under the user information or a ...
1 Answer
Peter Soto Last activity on 2/27/2024 1:45:36 PM by Mark Sayers

I would like to stop Auto-Notifications from reopening a ticket such as an out of office

I would like to stop Auto-Notifications from reopening a ticket such as an out of office. Is there a way to filter incoming messages to stop certain responses from automatically re-opening a ticket.
1 Answer
Jeff Schilling Last activity on 2/27/2024 9:28:25 AM by Mark Sayers

Send notification based on form entries.

Hi,
We have a department who wants to automatically send a notification with information rather than work a the ticket. In this case, they want to offer a link (or links) to instructions when people check the right box. Or boxes.
I have...
1 Answer
Sheila McBride Last activity on 2/26/2024 2:22:49 PM by Mark Sayers

Disable or Suspend Sandbox Ticket Emails?

Hi there,
We've been doing some testing in our Sandbox environment with bulk importing Issues into a Workspace. Unfortunately, this is sending email notifications to those that have an Issue assigned to them that is being updated. This led to...
1 Answer
Brian Hoang Last activity on 2/26/2024 11:37:36 AM by Mark Sayers

Ability to Set App Admin Option via API

Is it possible to set the App Admin option on a user's record for a specific organization-defined application via the API?
Based on the response from a Get Person call, it appears the attribute name is "IsAdministrator". However, if I try sen...
1 Answer
Corrine Knox Last activity on 2/26/2024 9:26:14 AM by Mark Sayers

Display content of text area attribute in Ticket Created Template

I have created a ticket attribute which I am referring to by Attribute ID in the following code in a response to users.
-----CODE----
{{#Attribute23416}}
{{Name}} {{Value}} {{Text}} {{ID}} {{Description/Help}}
{{/
Attribute23416...
2 Answers
Lewis Hollingworth Last activity on 2/23/2024 12:30:55 PM by David Tod

Error forwarding email to service desk

Hello,
I attempted to forward an email to our service desk and it is erroring out. The error in the Email Monitor logs is:
90125825 Error Error encountered while attempting to process email. Platform Email Id: [AAkA...
1 Answer
James Moyle Last activity on 2/23/2024 10:29:40 AM by Brittany Renn

Using Automation Rules to set SLA based on Ticket Priority

I have created an automation rule to automatically set the SLA on a ticket based on the priority. But I am noticing for ticket that are already in the system. When I Edit the ticket priority it does not auto change the to the new SLA . I need to ...
2 Answers
Keyon Farrier Last activity on 2/22/2024 8:02:06 PM by David Tod

MS Intune connector next page

Anyone know how to get all results using the ms intune connector? Trying to "List Managed Devices" and can't get to the next page after the first 500 results. I've tried the $top and skip with no luck.
1 Answer
Matt Madill Last activity on 2/28/2024 12:07:07 PM by Michael Ligouri

Good way to see the tickets all the groups you're in are assigned to?

With our ticketing app, we have tickets be assigned to groups via automation rules. The TDNext users are members of multiple groups, and because the tickets are assigned to groups, of course, the tickets don't show in "Assigned to Me". Is there...
1 Answer
Connor Dugandzic Last activity on 2/22/2024 9:22:37 AM by Brittany Renn

Using Web Services to Create a New Ticket

I have created several web services that spawn off new tickets during the execution of a workflow. My question is how do I pass off the Responsible to the newly created tickets?
I've used Responsibility, Prim UserID, Last Assign, etc. in t...
1 Answer
Tia Hughes Last activity on 2/22/2024 9:25:31 AM by Brittany Renn

Sandbox to Production Form Import

Hello ,
We've developed a new custom asset form within our Sandbox Asset Application and now aim to transfer it to our production environment, specifically to the corresponding Asset Application. Is there a method to selectively import a si...
1 Answer
Matt Angel Last activity on 2/21/2024 10:49:12 AM by Mark Sayers

Workflow Notification Step

Hi all,
Can someone please help me understand the what the purpose of the Recipient Role(s) selection in the notification step? Looks like it isn't required. Thank you.
1 Answer
Michael Rodriguez Last activity on 2/21/2024 8:10:05 AM by David Tod

Reassign ticket to Round Robin


Hello, we currently have an iPaaS flow set up to round-robin tickets upon their filing. My inquiry pertains to the scenario where a ticket cannot be completed by the initially assigned user for any reason. When reassigning the ticket back t...
1 Answer
Ryan Turner Last activity on 2/21/2024 9:29:15 AM by Mark Sayers

notification templates in iPaaS

I'm setting up an email notification template in a flow and am trying to get a List control to output when the email is sent. Properties output fine but I can't seem to quite get a lIst to output. Output data looks like that and shows nothing in ...
1 Answer
JAMES HOUSEHOLDER Last activity on 2/22/2024 8:05:40 PM by David Tod

Proxy Error: A system error occurred while executing an action on Connector Proxy File System

I'm trying to use an iPaaS flow to take attachments from a dynamic form submission, upload them to a proxy server, and send the file location back to the flow; but have been receiving the following error message at the file creation step (which w...
1 Answer
Amanda Sharpsteen Last activity on 2/29/2024 12:42:30 PM by Mark Sayers

Expenses on specific project type requests

Is there any way to require a specific expense type be completed/entered by a requester at time of submission?
For our annual planning, we have the need to ensure ALL requests are including value for 'Contingency', along with any other planne...
1 Answer
Rebecca Murphy Last activity on 2/20/2024 4:34:16 PM by Mark Sayers

Get Listing of a Person's Accounts/Depts via API

Is it possible to get a list of acct/depts a user has access to via the API? The API seems to only return their default Acct/Dept.
1 Answer
Naseem Benjelloun Last activity on 2/29/2024 10:08:05 AM by Mark Sayers

Unable to Access Sandbox?

I have a person who has an Enterprise License in production, with access to several applications, including TDNext, and the exact same configuration in the Sandbox (as far as I can tell). However, the person gets a permission denied error when tr...
1 Answer
Tevis Boulware Last activity on 2/20/2024 12:52:17 PM by Brittany Renn

Update Ticket Task PercentComplete via API

I'd like to be able to "close" (complete) a ticket task via the API. The documentation states the PercentComplete property is not editable via the API, and I've confirmed this in my testing. Is there another way to complete a task, or can this pr...
1 Answer
Joshua Myles Last activity on 2/20/2024 12:57:37 PM by Brittany Renn

File size restrictions with the Attachment form field for Ticket Requests

Hello,
I've referenced https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=9569 regarding file size restrictions, but the info on Ticket Requests seems to only point to attachments after a ticket is created (drag and dro...
1 Answer
Tanner Grubbs Last activity on 2/20/2024 1:00:09 PM by Mark Sayers

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