Questions

People Import using the excel file from the app Alert email issues.

People Import using the excel file from the app. When I imported about 20K users it is supposed to write over the fields that have been updated on the account. However, one column was misaligned by a row and updated the account with the wrong ...

1 Answer

Matthew Thompson Last activity on 8/29/2024 5:11:40 PM by Mark Sayers

People Import using the excel file from the app.

People Import using the excel file from the app. When I imported about 20K users it is supposed to write over the fields that have been updated on the account. However, one column was misaligned by a row and updated the account with the wrong ...

1 Answer

Matthew Thompson Last activity on 8/29/2024 4:38:43 PM by Mark Sayers

Create Ticket from Asset Does Not Associate the New Ticket With the Asset

Hi,
If I am in an asset record, and I click the tab Tickets, and use the button [+ New Ticket] to create a ticket, the resulting new ticket and the original asset do not have an association. The tab for Tickets on the asset record does not li...

1 Answer

Darlene Palmer Last activity on 8/29/2024 10:15:20 AM by Darlene Palmer

Project tasks added to Workspaces don't list the project

Hi,
I'm testing out setting up a Workspace for one of our teams that works on both tickets and projects. I've created a rule to import any project tasks they're assigned to, but when viewing the dashboard the project tasks don't include the n...

1 Answer

Kim Rathbone Last activity on 8/29/2024 10:06:25 AM by Mark Sayers

Project requests awaiting my workflow assignment

Hi,
I can see project requests in the Portfolio Planning app that are awaiting workflow assignment. For some reason, they show in the 'Awaiting My Workflow Assignment' tab, but not in the corresponding tile (Requests Awaiting Workflow Assignm...

1 Answer

Constantin de Boisseson Last activity on 8/28/2024 4:51:49 PM by Mark Sayers

Ticket Feed and Ticket Edits

Do edits to the data in a ticket attribute appear in the ticket feed? I was unable to find information about this in the KB or other questions. Specifically, edits to a ticket description or title are what we're looking for.

1 Answer

Jim Rizzo Last activity on 8/28/2024 1:00:47 PM by Brittany Renn

Workflow Notifications - Text Changes

We have a fairly complex ticketing workflow in our Equipment Program ticketing application. Lots of steps. Toward the end, we have a workflow Notification step that sends an email notification to the Requestor, asking them to schedule a time to...

1 Answer

Jon Ricketson Last activity on 8/28/2024 11:59:56 AM by Mark Sayers

Notification

It has been brought to my attention that on ticket number 22831566, a person was initially notified (sonali@uwindsor.ca) as part of a group notification. This person was then removed for the group that the notification was sent out to, the ticke...

2 Answers

Mathew Chandler Last activity on 8/27/2024 12:12:39 PM by Mark Sayers

Export / Import Copy Service from one Application to Another

We are trying to see if there is any way we can copy a "Service" from one application to another ?
We know we can Export/Import from Sandbox to Production but can we do from Production (application 1) to Production (application 2).

1 Answer

Gurjot Singh Last activity on 8/27/2024 10:02:14 AM by Mark Sayers

Is there any way to notify various teams of a change ticket?

I'm working on our change ticket process. I have the "Contact" field added to our Change ticket form, so that we can notify customers and affected staff when a system has a change ticket. However, I'm looking for a way to notify different TD grou...

1 Answer

Kay Brewer Last activity on 8/26/2024 5:12:43 PM by Mark Sayers

Specific status page vendors

Hi. We are investigating status page vendors and wanted to know if there are specific ones that TeamDynamix can recommend that works well with TeamDynamix. We were looking at Statushub or Atlassian. Please let me know. Thanks!

1 Answer

Joshua Warth Last activity on 8/26/2024 4:37:23 PM by Mark Sayers

Attachments in tickets

Part of our email signatures include the icon's (links) for twitter and facebook for our company. However if someone submits a ticket via email then these "icons" show up image attachments
this causes some confusion when there are actual...

1 Answer

Darla Bury Last activity on 8/26/2024 3:43:43 PM by Mark Sayers

Yearly ticket

Is there a way to create a ticket automatically on a certain date to remind us about to do something?

1 Answer

James Richard Last activity on 8/26/2024 12:38:26 PM by Mark Sayers

HTML in Ticket Import for Description

Is it possible to use HTML in the ticket import in the description?

1 Answer

Maryann Rohrabaugh Last activity on 8/23/2024 4:14:59 PM by Mark Sayers

Isolate Data from Variable Response Body

Hello,
I have a question regarding isolating data from the response body in a web service step.
I am trying to extract data from a Maintenance Activity on a change request, and to do so will need the ID of the task.
I read through thi...

1 Answer

Tuscun McFarlen Last activity on 8/23/2024 10:29:36 AM by Mark Sayers

Asset Import Limitations

Is there a limitation on how many Asset rows can be Imported? I have a large number of Assets to import into a new Assets App (almost 300K). I am trying to test it in our Sandbox but I get a TeamDynamix error screen stating:
We're sorry, bu...

2 Answers

Jon Ricketson Last activity on 8/23/2024 8:47:32 AM by Jon Ricketson

Attribute Fields Choices

What are the character limits for the attribute fields choices?

1 Answer

Vivian Spencer Last activity on 8/22/2024 2:31:58 PM by Mark Sayers

CardWall Read Only Access

Hello, I noticed in 11.9 Release notes that
"Read-only versions of project plan card walls will be accessible wherever a TDClient or TDNext user is able to see a list view of a project plan and are not resources on the project."
We're a...

1 Answer

Sarah Glatz Last activity on 8/22/2024 12:05:32 PM by Mark Sayers

Managing a user's application desktop in TDNext

Is there any way to manage the desktop that a user would see under their ticketing application tab in TDNext? Not the Desktop tab but specifically the ticketing application one. I'm wondering if an admin has the ability to push a desktop similar ...

1 Answer

Nick Nunn Last activity on 8/22/2024 10:11:03 AM by Mark Sayers

Edit Work times on Cards

Is it possible to edit time on the Work tab in individual cards if the original person who entered the time entered the incorrect amount? Also, is there a way for the Project Manager to be able to do this on the fly?

1 Answer

Chuck Angel Last activity on 8/21/2024 3:50:59 PM by Brittany Renn

Ticket Aging Report

Hello.
Is there any way to email the Ticket Aging Report (built-in stacked bar report) to our VP? As it is a built-in report, I cannot edit or email it and my supervisor would like it on a weekly basis.
Thank you.
Lynn Gudeczauskas

1 Answer

Lynn Gudeczauskas Last activity on 8/21/2024 11:13:19 AM by Brittany Renn

Survey Report Management

Is it possible to have a text area where the technician can add follow up notes after following up with a specific survey response?

1 Answer

Frank Koelling Last activity on 8/21/2024 10:00:24 AM by Mark Sayers

User Groups

Is there an easy way for a user to see what groups they belong to?
I took a look, but did not see any way to do this. I also did not find any easy what to export this for them.

1 Answer

Mathew Chandler Last activity on 8/20/2024 2:39:19 PM by Mark Sayers

How to simplify the project request submission process in the TDx PMO

Hi,
I use the TDx PMO in a real life application (City IT Dept).
As a PMO manager, I find the project request submission process and the project request review process obscure and unnecessarily complex
The save button should be next...

1 Answer

Timothy Mellin Last activity on 8/20/2024 3:00:14 PM by Mark Martinez

Using Different Survey Types

Is it possible to send different types of surveys? As an example 80% of tickets get a 1 question survey and 20% of tickets get a 5 question survey.

1 Answer

Jayne Dissette Last activity on 8/20/2024 12:22:46 PM by Mark Sayers

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