Questions

Email Monitor

Good morning, I have a quick question and was wondering if you all could take a look at something for us. We have an email monitor setup (support@dot.nm.gov) and up until a few days ago when someone would send an email to that address it would ge...

2 Answers

Ryan Turner Last activity on 8/8/2024 3:16:39 PM by Bobby Jones

KB Report for Pending Review

I have a report for this, but it has a default value for a portal I chose. I'd like it to be "default client portal" so that technicians in other ticketing applications would see their pending KB articles. I'm assuming that's not possible?
So...

2 Answers

David Tod Last activity on 7/26/2024 10:00:18 AM by David Tod

iPaaS standard connector documentation

Is there documentation that I just am not finding for standard connectors in iPaaS like "TDX Common Admin". I am trying to edit a person record and getting an error that "Bad Request ID: -1 Message: Could not edit user: The primary Client Portal...

1 Answer

Charles Morgan Last activity on 7/26/2024 12:32:00 PM by Michael Ligouri

Project Total Expense Budget differs from Total Expense Types Budget

I have a project that shows 2 different budget amounts. The total Expense Types Budget matches what I've entered and is correct. The total Expenses Budget is a different number and I can't determine where it came from or how to edit it. Unfort...

1 Answer

Kimberly Lawrence Last activity on 7/24/2024 10:17:57 AM by Mark Sayers

Windows File System Access ipass connector

What's the expected format for the "File name" attribute on the "File Exists" action? See image
I'm using "\\servername\LOAD\TDXSystemImports\People\text.txt" and it isn't appearig to work

1 Answer

Charles Morgan Last activity on 7/23/2024 4:52:11 PM by Michael Ligouri

iPaaS forms - authentication

There are currently only two options in our iPaaS forms' authentication drop down menu: None or SAML with Claims Validation .
I can see in the tool tip(attached) that there are two other options that we don't have available: Password or ...

1 Answer

Nick Nunn Last activity on 7/24/2024 9:55:36 AM by Noah Hensley

IPaas to Admanger

I am trying to find out if TDX has an IPaas integration from ADmanager to TDX for account creation and real time updating of TDX accounts both ways.
So if I created an account in AD I need it to create the account in TDX and if that accout...

1 Answer

Matthew Thompson Last activity on 7/22/2024 11:21:08 AM by Matthew Thompson

Trying to do a people import on TDADMIN

I am trying to upload an XLSX file on the admin portal and when doing so I am getting this error. I have done these several times and never received this error.
Worksheet position out of range.
at OfficeOpenXml.ExcelWorksheets.get_Item(Int3...

2 Answers

Tabitha Logemann Last activity on 7/24/2024 8:21:49 AM by Tabitha Logemann

Access to tickets, Requests, Asset, Questions for Users.

I need to find out what access I need to give my technicians so they can see the Access to tickets, Requests, Asset, Questions for Users.
When I click on a users name in an open ticket I can see the options in the attached picture. However,...

1 Answer

Matthew Thompson Last activity on 7/23/2024 10:56:36 AM by Mark Sayers

Limited Access to Admin Application?

Hi there,
We have branched out an added a new ticketing system for another department. For this department to create forms, customize within admin, and configure their own items, is there a permission or security role that can be granted? Ide...

1 Answer

Thomas Bartkus Last activity on 7/23/2024 8:50:19 AM by Brittany Renn

Can somebody tell me what has to be changed on a users record to mark it as modified?

When you look at Users in TDXADMIN there is a column that says "Modified" at the very end of the page. When you click on a user there are many menu options: General, Authentication, Applications, etc... I would like to know what has to occur on t...

1 Answer

Patricia Porter Last activity on 7/23/2024 9:37:02 AM by Mark Sayers

Upvote an Enhancement Request

Hi - Is there a way to upvote an enhancement request? I have seen some I'd like to put in support for, but not able to find a way to do that. I may be missing something obvious, but so far all I can find is how to submit a new enhancement request...

1 Answer

Kristi Oetting Last activity on 7/22/2024 10:47:38 AM by Mark Sayers

What is #Templates Tell you?

It has been a while since I worked with Task Templates (workflow and IPaaS have overtaken them), but in the Admin View for task templates, what does the #Template value signify? I can't find any KB on the details.
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 7/19/2024 4:37:45 PM by Mark Sayers

Workflow timer step and on hold status

I read in the timer step knowledge base article , " The time a ticket spends on hold does not count against the timer's duration ."
I wanted to create a question to confirm: If a ticket is in an on hold status class, a workflow timer step wo...

1 Answer

Zoë Crabtree Last activity on 7/19/2024 9:43:48 AM by Mark Sayers

User Groups and Notifications

Is it possible to have an active group in a ticketing application for access permissions and automatic/workflow assignment of tasks and tickets, without being able to manually reassign tickets to the group?

Also, is it possible to inclu...

1 Answer

Anderson Hanchett Last activity on 7/18/2024 2:45:40 PM by Mark Sayers

Time Entry on TDX Mobile App

Is there any plan to allow time entry on a ticket or projects from the Mobile App?

1 Answer

Valentina Gutierrez Last activity on 7/18/2024 9:26:51 AM by Brittany Renn

Is there a way to import a set of field records without it overwriting existing records ?

Using the Asset Import option under Asset/CIs, is there a way to update a field or selected fields without wiping all other Asset data ?
For example, I just want to update Warranty Date on a set of 10 assets.
If I use the Asset Import op...

1 Answer

Mark Chen Last activity on 7/17/2024 3:14:11 PM by Mark Sayers

Assigning ticket task in workflow to Requestor's Manager when Manager is not a TDNext user?

Can we assign a ticket task in a workflow to the ticket Requestor's Manager when Manager is not a TDNext user and have that Manager "complete" the task from the Client Portal?

1 Answer

Michael Cyr Last activity on 7/17/2024 12:08:31 PM by Brittany Renn

Remove users from a ticket queue

Hello,
I am writing to inquire about the possibility of preventing specific users in a group from receiving ticket assignments on days they are not available, such as due to illness. Currently, we utilize a round-robin iPaaS flow to assign t...

1 Answer

Ryan Turner Last activity on 7/17/2024 12:26:07 PM by Mark Sayers

UX Preview

I wanted to register for the new UX preview on July 30th. I got an error that says 'This webinar is for authorized registrants only. Please enter another email address.' I'm not sure why it would ask that as I only have the one I use with TeamDyn...

1 Answer

Justin Goode Last activity on 7/16/2024 3:07:50 PM by Mark Sayers

Calendar

We have an API that based off someone clicking a link within a response to a ticket it takes them to our oncehub site to make the appt. once that appt is saved it goes into a field within the ticket for the date and time (which is an attribute). ...

1 Answer

James Richard Last activity on 7/16/2024 11:00:27 AM by Mark Sayers

public desktop with client portal content

I created a simple non-public desktop with "client portal / knowledge base / popular articles" and "client portal / service catalog / popular services"
I see the two reports on the desktop in TDNext.
I then make the desktop public and acc...

1 Answer

Greg Van De Mark Last activity on 7/16/2024 10:35:13 AM by Mark Sayers

Task Reminder Notifications

Is there a way to notify responsible of their upcoming task due date or task reminders in TDX ticketing system?

1 Answer

Navjot Bhatoa Last activity on 7/16/2024 9:28:00 AM by Mark Sayers

Requesting Guidance for Outlook Calendar Integration

We are attempting to create an integration between TeamDynamix and Outlook calendars. Our objective is to add a step to our Request for Change workflow that will add a calendar event at the date/time listed as a ticket attribute with the TDX tick...

1 Answer

Anderson Hanchett Last activity on 7/16/2024 9:19:22 AM by Mark Sayers

Tickets and Tasks - Bulk Closure?

Hi,
SCENARIO - New Hire, an Onboarding ticket is submitted by the Hiring Manager which is set to Auto-Create Tasks for HR, IT, and Facilities. IT closes theirs tasks, HR and Facilities tend to leave their tasks open. I am cleaning up Year-t...

1 Answer

Armando Cortez Last activity on 7/15/2024 1:39:05 PM by Armando Cortez

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