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.

Secure Replies or Encrypted Messages

Hi there,

I was wondering if it is possible to secure send a reply when updating a ticket? Is there any sort of encryption process to protect sensitive information?

Thanks
Tom
1 Answer
Thomas Bartkus Last activity on 8/19/2024 3:04:47 PM by Mark Sayers

change of campus contact

Is there a knowledge article that outlines what all needs to be done when a main TDX contact on campus is moving on? If not, this could be the start of one. :)
As an admin, I can get the person set up properly in our instance. I can also get ...
1 Answer
Greg Van De Mark Last activity on 8/16/2024 3:51:03 PM by Brittany Renn

Email - Updating the Custom SMTP after the fact

Our campus is looking to create customized outbound emails for the different ticketing apps now that we are exanding into more and more ticketing applications. We did not configure this at implementation. A question was raised as to what happens...
1 Answer
Holly Waid Last activity on 8/16/2024 3:50:39 PM by Mark Sayers

Pull Actual Hours By Task on a Project

Hello, is there a way to pull actual hours on a project by task?
1 Answer
Rachel Renckly Last activity on 8/16/2024 11:49:39 AM by Brittany Renn

Can a Change ticket be a parent to child tickets?

I'm working on our Change requests. I'd like to associate incidents with the Change as child tickets, so that if a Change ticket is implemented and then causes an issue, we could see a list of tickets spawned as a result of the Change.
Howeve...
1 Answer
Kay Brewer Last activity on 8/16/2024 10:34:04 AM by Mark Sayers

Asset relationships in import?

Is there a way to establish asset relationships to other assets via the asset import process?
1 Answer
Rebecca Murphy Last activity on 8/15/2024 3:48:05 PM by Mark Sayers

Possible to retain custom attributes when moving a ticket?

We are trying to move a ticket from one ticketing application to another, and that is working fine. But we want it to carry all of the custom attributes into the new application and that is not working. The new application has all of the releva...
1 Answer
Carly Born Last activity on 8/15/2024 11:44:35 AM by Mark Sayers

Unable to delete Attribute Dependencies

Hi,
I just noticed we are unable to delete many of our attribute dependencies. These all have a description that says "Automatically migrated from the pre-11.3 attribute dependency relationship."
1 Answer
Scott Cory Last activity on 8/15/2024 9:07:00 AM by Mark Sayers

Workflow need to compare requestor and approver

Hi,
I have a current workflow and need to add a step to check to see if the person who requested a purchase service is the approver. Accounting laws don't permit these to be the same person, but I can't see to find a workflow step that woul...
1 Answer
Greg Serafinus Last activity on 8/14/2024 4:41:10 PM by Brittany Renn

Viewing old time cards for resources I approve time for

Good afternoon!
I have a customer asking me how he can view all of the old time cards for the resources he approves time for. I did a lot of checking and testing (for example Analysis>Actual Hrs Report, but it is only "close. He wants to ...
1 Answer
Eugene McGeehan Last activity on 8/14/2024 3:41:46 PM by Brittany Renn

Cancelled projects

Hello,
I've had a question today that I was hoping you could help with. I tried looking through KBs but want to make sure. I was asked if a project can be cancelled and reopened at a later date. They want to make sure that the project keep...
2 Answers
Danee Gunka Schwartz Last activity on 8/15/2024 8:30:26 AM by Danee Gunka Schwartz

Can I get a list of who has read a Knowledge Article?

I see the count of reads, but not who... Can I get a list of who has read a Knowledge Article?
2 Answers
Annie Wilson Last activity on 8/14/2024 11:42:30 AM by Mark Sayers

CAI Overview calculations

Is there a document explaining how the Conversations Last 7 Days number is calculated? Does this number include conversations for the current day plus the past 6 days' conversations, or is it for the last 7 days not including today's numbers? Th...
1 Answer
Joey Ware-Furlow Last activity on 8/19/2024 1:25:01 PM by Mark Sayers

Recover Deleted Template

Is it possible to recover a deleted template in iPaaS?
1 Answer
Abelardo Huereque Last activity on 8/13/2024 4:29:16 PM by Mark Sayers

How to "promote" a service request to a change?

I've set up a workflow for our change requests, and by looking at the Change Management documentation, this changes them automatically to a Service Request.
The documentation says, "In the past, service requests in TeamDynamix represented any...
1 Answer
Kay Brewer Last activity on 8/13/2024 3:38:39 PM by Mark Sayers

Setting default options for Multiselect Listbox on iPaaS form

I have a form that has a multiselect Listbox. I want the form to be able default to different combinations of options based on different fields on the form. How do I get it to do that? To make it simple I've got example choices for a,b,c, and d ...
1 Answer
Andrew Dzierla Last activity on 8/16/2024 9:06:52 AM by Mark Sayers

Any movement on Plans to Introduce Electronic Signature Capture in Forms

I see requests for this feature a few years ago, and was wondering if there was anything new to report?
It seems there is still an ever growing need for this functionality.
1 Answer
Will Tonkin Last activity on 8/13/2024 12:55:22 PM by Brittany Renn

iPaaS form

Is there a way to create a person field on an iPaaS form that works like the one on TDx forms?
1 Answer
JAMES HOUSEHOLDER Last activity on 8/13/2024 2:32:12 PM by Mark Sayers

Returning custom attribute combobox values from iPaaS flow to dynamic form

I have a couple of custom attributes to that we've created that I need to be able to populate the values selected back into a combobox in a dynamic form. For example the custom attribute lets you select any combination of (text||value) [Home||1, ...
1 Answer
Andrew Dzierla Last activity on 8/13/2024 10:20:48 AM by Andrew Dzierla

TDX Collector Service will not run

The TDX Asset Discovery Scanner Service on our server will not start automatically nor will it continue running when manually started.
Several error messages appear in the TDX Discovery Manager.
Any ideas for solutions? Thanks.
2 Answers
Andrew Brunetto Last activity on 8/14/2024 11:06:14 AM by Andrew Brunetto

Embedding Microsoft Stream/SharePoint Videos into KBs

Hi TeamDynamix,
Is it possible to embed videos into knowledge articles, where the video source is Microsoft SharePoint / Microsoft Stream (or even Kaltura?).
If we adjust our HTML content allow lists, could we achieve the same result as y...
1 Answer
Stephen Wichuk Last activity on 8/13/2024 9:52:16 AM by Brittany Renn

Generating Access Token with Service Account

Hello,
I am currently working on adding a workflow web service with MSGraph so that I can post messages to teams. I had originally used my own account to generate the access token for testing purposes but am now trying to generate the token f...
1 Answer
Tuscun McFarlen Last activity on 8/12/2024 2:24:33 PM by Brittany Renn

iPaaS Excel Attachment to Temp File

I have an excel file that I am attaching to an iPaaS form. The form is triggering an iPaaS Flow. I am able to get the data outputted to a temp file, and then I'm able to send the temp file to a windows file share. However, it appears that the ...
1 Answer
Thomas Stockwell Last activity on 8/12/2024 3:33:23 PM by Michael Ligouri

Sandbox Access

Hi,
Is there a setting wherein a particular security role cannot create tickets in sandbox? If I made them client licences, would they still be able to view test tickets that I send through?
1 Answer
Sheila McBride Last activity on 8/9/2024 9:19:52 AM by Brittany Renn

Data Collected Using Custom Attributes

If we have old custom attributes in an application and the attributes are no longer being used in any forms, what happens if an old custom attribute is permanently deleted from the application?
Thank you, Jim
1 Answer
Jim Robison Last activity on 8/8/2024 4:30:10 PM by Brittany Renn

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