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.

Disable notifications to Requestor

We are testing a form and flows in iPaaS that create a ticket on a user's behalf. During testing, is there any way to stop the users from receiving notifications for these test tickets?
1 Answer
Jim Lucas Last activity on 2/13/2024 2:00:11 PM by Mark Sayers

Timing of Productions updates to the sandbox.

I was my understanding that the Production updates to the database are reflected to the Sandbox in 24 hours. Can you please give me the exact timing or is it adjustable?
1 Answer
Matthew Thompson Last activity on 2/13/2024 12:56:25 PM by Mark Sayers

Value for 'Assigned To' in Current Workflow Step view

Within the Current Workflow Step view, the 'Assigned To' will show 'Requestor's Manager', etc., or if it's a custom attribute, something like 'Custom Attribute - Name of employee'.
Is there a way for the 'Assigned To' text to inste...
1 Answer
Tanner Grubbs Last activity on 2/13/2024 9:53:39 AM by Brittany Renn

Workspace Rule based on Workflow Step

Is it possible to only add a ticket to a workspace after a certain step is done in the workflow that is associated with that ticket? For example, once the approvals are completed within the ticket I would like the ticket to be added to the worksp...
1 Answer
Nick Christiansen Last activity on 2/13/2024 9:57:22 AM by Brittany Renn

Report on access to iPaaS

One of our admins inadvertently checked the box next to iPaaS on the list of apps on the user profile, while these profiles were being updated although these users were not supposed to be given access to iPaaS. This happened over a period of few ...
1 Answer
Bodek Frak Last activity on 2/9/2024 4:33:02 PM by Mark Sayers

Can knowledge articles be exported?

We're in a hosted TD environment, and I was wondering whether knowledge articles can be exported en masse using iPaaS or web calls?

Thank you,
1 Answer
Kay Masters Last activity on 2/9/2024 3:56:13 PM by Mark Sayers

Email Auth Account errors

Has anyone experienced continually getting 'Unable to authenticate to IMAP server []' errors in the email reply monitor. But when you regenerate the token and re-authenticate to the Email Replies mailbox, the error clears and...
1 Answer
Chuck Renninger Last activity on 2/9/2024 3:38:46 PM by Mark Sayers

iPaaS Connector - API action requires SSL Cert

I have a Custom Connector with Custom API Actions, however the endpoint server requires an SSL certificate. Is there any way in iPaaS to apply a certificate, flow, configuration, on the proxy etc?

2 Answers
Alex Haberer Last activity on 2/9/2024 4:55:02 PM by Mark Medaugh

Return value from iPaaS workflow step

Reviewing the documentation , it's not clear to me how this works. Is it just the name that is accessible to the workflow step?

i.e. due to the above, I would need a result called "Result" in my workflow step, and that's just a branch ...
2 Answers
David Tod Last activity on 2/9/2024 10:30:03 AM by Mark Medaugh

Tickets API

I don't understand this option,

It implies that you can create a ticket with no Requestor GUID but the api says it is required. If it is required, there is no situation where this works is there? Is there a way to populate the email a...
1 Answer
JAMES HOUSEHOLDER Last activity on 2/8/2024 4:46:37 PM by Mark Sayers

Workflow Approval Step

What would you think about using the Approval step to escalate the first step in a workflow to make the ticket "in progress"? Then people would have to manually close the ticket. But they need to do that for most tickets anyway. It see...
1 Answer
Sheila McBride Last activity on 2/8/2024 1:53:28 PM by Mark Sayers

Passing Headers

Is there a specific format to use when passing username and password in the header of a connector in basic64 format?
1 Answer
Matt Hoadley-Jager Last activity on 2/14/2024 10:07:30 AM by Michael Ligouri

Tickets Go Through Workflows Across Different Ticketing Applications

As we gear up to go enterprise, I want to make sure that tickets can go through workflows across ticketing applications. Our primary use case for that would be on-boarding. We are going with iPaaS soon, and I imagine that would help, bu...
1 Answer
Sheila McBride Last activity on 2/8/2024 1:14:15 PM by Mark Sayers

Workflow Across

1 Answer
Sheila McBride Last activity on 2/8/2024 1:26:21 PM by Brittany Renn

iPaaS Connector: Allowed Authentication Methods vs Authentication Method?

What's the difference between these?
1 Answer
David Tod Last activity on 2/7/2024 3:28:01 PM by Mark Sayers

Export to excel - All links

When exporting anything form tdx to excel, they are all links, is there a way to not have them as links besides selecting within excel and removing the links?
1 Answer
James Richard Last activity on 2/6/2024 2:55:22 PM by Mark Sayers

Importing Asset and the limit of people on the Owner field

Issues with the drop down on the owner field for importing assets
There is a limit of 32000 that Excel allows you to pull for an import. So I am trying to do some asset imports and when doing so the Owner table stops at the letter M. Molly Bu...
1 Answer
Tabitha Logemann Last activity on 2/6/2024 12:34:52 PM by Mark Sayers

custom feed for assets/ci's

I see that there are generic options for the desktop in assets/ci's, in the asset feed, is there a way to only show certain things, for instance
we renamed our to inventory
we do a sync from our allsight (sassafras) management system
1 Answer
James Richard Last activity on 2/6/2024 10:42:49 AM by Brittany Renn

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...
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
David Tod Last activity on 2/9/2024 3:56:08 PM by David Tod

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