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.

Graph Report > Reports

Hello,
When you create a bar graph (for example) in a report, you can click on one of the bars and get a list of all the tickets that make up that bar. Is it possible to change the columns of that list that comes from just that bar?
1 Answer
Carl Amlin Last activity on 2/20/2024 9:46:16 AM by Mark Sayers

New Web Service method not appearing in workflow step pull down

Hello,
I created a web service method to put a ticket on hold called "Put Ticket On Hold". When I add it to the Web Service step in the workflow, it doesn't appear in the list of available methods.
I copied this method from one called "C...
1 Answer
James Moyle Last activity on 2/19/2024 1:44:06 PM by James Moyle

Status of Ticket Coming Off Hold

Where can I find information on how to set up my ticketing app so when tickets come off hold they get a specific status.
1 Answer
Alex Oquendo Last activity on 2/19/2024 1:05:15 PM by Mark Sayers

How can we automatically move a ticket from one ticketing application to another via api?

Is there is why to move a ticket of certain type from one ticketing application to another ticketing application via webservice methods or any kind of a flow?
2 Answers
Navjot Bhatoa Last activity on 2/21/2024 10:59:20 AM by Navjot Bhatoa

Responsibility Assignment Behavior

Hi All,
A manager would like the desired functionality.
A ticket should have two responsible fields: one for the Responsible Group and another for the Responsible Person (from within the group).
The behavior is identical to Location/L...
1 Answer
Steve Cade Last activity on 2/16/2024 1:14:06 PM by Brittany Renn

Time/Day Operator

Is there a way to compare a date against "next business day"?
1 Answer
Sheila McBride Last activity on 2/16/2024 2:24:22 PM by Mark Sayers

Primary group vs regular group membership - Notifications

Hi all!
Can someone explain if there is a difference between primary vs regular group membership in regards to notifications?
1 Answer
Michael Rodriguez Last activity on 2/16/2024 1:18:24 PM by Brittany Renn

Dissatisfied Survey Response Triggers Ticket to Open

Is it possible to have a dissatisfied ticket response trigger the ticket to reopen? This would allow us to address any concerns in a more timely manner.
1 Answer
Scott Cory Last activity on 2/16/2024 1:17:16 PM by Mark Sayers

PowerApps within TDX Asset Management

Just wondering if anyone has used Microsoft Power Apps or Power Automate within the TDX environment? We use a power app to checkout assets and have users agree to terms of use, and this also stores device and user info in a sharepoint list. My m...
1 Answer
Christopher Vetek Last activity on 2/16/2024 9:34:59 AM by Mark Sayers

Report to Show All of the Tickets a User has been Notified On

Is it possible to create a report that shows a user all of the tickets that they have been notified on (but that they aren't responsible for)? If so, which filters should be used to obtain this information?
We have a lot of front line staff ...
1 Answer
Priscilla Schwartz Last activity on 2/16/2024 9:25:26 AM by Brittany Renn

Permission denied when trying to view new application

Hi there. I'm working in the sandbox on a new application that will be used for change management. I created the application, created a security role for it and assigned that to my user id, and set myself as an application admin for the new appli...
1 Answer
Kay Masters Last activity on 2/16/2024 9:26:48 AM by Brittany Renn

iPaaS Execute Stored Procedure Timeout?

Hi,
I have a stored proc which does a bunch of processing, table loading, etc... There isn't really a result set from the stored proc other then the info/messages for logging. However when calling this proc in iPaaS I get the following error....
1 Answer
Alex Haberer Last activity on 2/16/2024 11:10:52 AM by Mark Sayers

API Endpoint to add Files to Project Requests

What is the API endpoint to add files to project requests?
In the self service set of methods, there is no method to update project requests. I am able to use some project APIs to add feed entries, etc, but am unable to add an attachment thro...
1 Answer
Naseem Benjelloun Last activity on 2/15/2024 3:26:25 PM by Mark Sayers

KB Examples

Hello, I was working on populating our Knowledge Base, and my supervisor asked me to contact you all and see if you have any suggestions at who would have a similar customer base or even just a great KB in general?
Thanks for your feedback
1 Answer
Ryan Turner Last activity on 2/15/2024 2:29:17 PM by Greg Van De Mark

Web API Feed Update Does Not Work As Documented

The following endpoint: POST api/{appId}/tickets/{id}/feed is not working as expected. Although I can update the feed with a given message, it does not notify anyone when providing data in the "Notify" parameter as outlined in the documentation...
1 Answer
Gerrit Brands Last activity on 2/15/2024 12:50:59 PM by Mark Sayers

Asset Discovery Windows Agent

We are having issues getting our asset discovery scanner to pick up assets across multiple VLNs. We are using the Agent protocol. We know the agent and scanner are working because they are pulling in assets on one VLN. My network manager is needi...
1 Answer
Kathy Pauley Last activity on 2/15/2024 11:04:17 AM by Mark Sayers

TDX Workflow Condition

Hi All,
Is there a way in TDX workflow to add a condition to check if the requestor's manager is the same person as the department director before sending another approval request to the Department Director? So that we won't send approval req...
1 Answer
Fillagot Taye Last activity on 2/14/2024 3:25:08 PM by Mark Sayers

Importing MSProject Plans into TDX - De-activated Tasks are copied in as reactivated

I went through the process of exporting and importing a MSProject waterfall plan into TDX. I carry deactivated tasks on the MSPRoject plan for various reasons. When the plan was imported into TDX, the deactivated tasks were imported and listed...
1 Answer
Steve Jackson Last activity on 2/14/2024 3:07:39 PM by Mark Sayers

how to do a hover appearing menu in client portal

with the limitations on disallowed html and css tabs its not possible to do a menu that shows up on hover over something.Anyone know how to do that or basically get a menu of hyperlinks to appear when hover over an image or other html element?
1 Answer
Matt Tipton Last activity on 2/14/2024 2:49:11 PM by Mark Sayers

Prepopulated messages on Ticket updates

Hello looking for a way when closing a ticket. To have a pre populated message that the tech can add their note to ?
1 Answer
Keyon Farrier Last activity on 2/14/2024 1:17:44 PM by Mark Sayers

API Endpoint to Merge Users

Is there an API endpoint that would allow us to merge a non-user type record with a user-type record?
Thanks,
Naseem
1 Answer
Naseem Benjelloun Last activity on 2/14/2024 1:12:44 PM by Mark Sayers

Tickets API Responsible Fields

ResponsibleUid
ResponsibleFullName
ResponsibleEmail
These are the parameters used by TDX API during ticket creation to set Responsible person.
https://help.uillinois.edu/SBTDWebApi/Home/type/TeamDynamix.Api.Tickets.Ticket
Is there...
2 Answers
Tamara Buch Last activity on 2/14/2024 9:01:56 AM by Mark Sayers

Change to a location in Production

If I make a change to a location in Production how long until it's reflected in Sandbox?
1 Answer
Matthew Thompson Last activity on 2/13/2024 3:25:59 PM by Mark Sayers

iPaas Email Send Notification Attachments

Has anyone had success using the attachments section of the iPaaS Send Notification connector? I am using it and while it is sending an email, I cannot manage to get an attachment to come through. Is there documentation for this connector type?
1 Answer
Loren Leonard Last activity on 2/14/2024 10:04:26 AM by Michael Ligouri

How do I log into this training page?

Hello,

I'd like to log into this page: https://learn.teamdynamix.com/TDClient/129/ITPortal/Home/
None of these seem to do the trick:
TD Community login TD Status Page login TeamDynamix Application login Can you please...
1 Answer
Sarah Glatz Last activity on 2/13/2024 11:16:36 AM by Brittany Renn

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