Questions

Customized default project form

How does the default new Project form, the one at "Apps/Projects/TeamManagement/ProjectGeneral.aspx" get customized?

2 Answers

Bobby Jones Last activity on 6/10/2024 9:16:57 AM by Bobby Jones

Establishing a connection to Tableau and Building Tableau SLA Reports

Hi,
My org is wanting to build out some SLA reports in Tableau using TDX data. I'm trying to identify different ways to get service, ticket, technician and group data to Tableau. An initial search of the TDX support documentation says that ther...

1 Answer

Victoria Nunez Last activity on 6/7/2024 4:48:59 PM by Mark Sayers

Project Duration

Hi
In Project >> General details, there are 3 fields - Start Date, End Date and Duration. I'm unable to figure out how Duration is being calculated. I used TimeAndDate.com to try and figure out out - accounting for weekends, holidays,...

1 Answer

Kimberly Clapp Last activity on 6/7/2024 2:59:44 PM by Brittany Renn

Weekly Release Notes?

Can you provide a link to the Weekly Release notes?

Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 6/7/2024 1:25:10 PM by Mark Sayers

Updating child ticket's "Service" and "Responsible" fields from a parent ticket

Hello,
I am looking to see if there is a way to update the "Service" and "Responsible" fields on multiple child tickets from their parent tickets. For example: If I have a parent ticket with 50 child tickets, I would prefer to be able to upda...

1 Answer

Robert Walker Last activity on 6/7/2024 10:15:19 AM by Mark Sayers

Add User to Ticketing Application?

Other than using an IPaaS or other script (e.g., Python script), can users be added to a ticketing (or asset) application using an Excel upload, or other method?
I can't find anything in the Knowledge Base, and I have wanted to ask this quest...

1 Answer

Tevis Boulware Last activity on 6/6/2024 4:39:41 PM by Brittany Renn

Which Database Table has the Workspace Names?

I can find multiple tables with Workspace ID, but no obvious tables that contain the Workspace Name and associated ID. Please advise.

1 Answer

Sarah Glatz Last activity on 6/7/2024 7:55:51 AM by Sarah Glatz

Subscribe to TDx Status Notices

We are attempting to register our Service Desk Teams Channel to your Status subscription but are incurring an error as this domain is not registered @amer.teams.ms . Is there a way to get this added or ability for you to create this subscri...

1 Answer

Ericka Westphal Last activity on 6/6/2024 12:57:33 PM by Mark Sayers

API endpoint for Service Offerings?

I found information on retrieving information on a specific service offering, but I don't see a way to retrieve what service offerings exist under a particular service. There's an endpoint for creating one and and endpoint for deleting one, but n...

1 Answer

Robert Rust Last activity on 6/6/2024 12:31:15 PM by Mark Sayers

Last Run Date on Ticket and Ticket Task report not updating

We have a few ticket and ticket task reports that the "Last Run Date" is not updating. These have filtering based on "run date minus 1 year", and users are concerned that the data returned is not up to date. For example, reports run by multiple...

1 Answer

Holly Waid Last activity on 6/6/2024 11:21:09 AM by Mark Sayers

Cannot Get WebHook to Fire

Hello, please see below. I follow the steps in the KB article Triggering IPaaS from TeamDynamix Webhooks. However, I am clearly missing a configuration step, and I cannot get the webhook to fire.
https://app.screencast.com/5ODIOsmzaZGnP ...

1 Answer

Tevis Boulware Last activity on 6/5/2024 12:26:12 PM by David Tod

Responsible Field

Hey TD staff,

How do I add people to a 'Responsible' field again on the forms?
The users are already in the application field, tech rights, and respective groups, but when I try to assign a tech to a 'responsible' field they don't a...

1 Answer

Alex Chang Last activity on 6/5/2024 9:35:53 AM by Mark Sayers

Email delivery 365 connector

IT is attempting to set this up so "from" email comes from our domain following this KB Article - Sending Mail Via A Microsof... (teamdynamix.com)
When setting up the connector do we want to retain exchange email headers? What is the imp...

2 Answers

Dan Burnett Last activity on 6/5/2024 3:34:53 PM by Dan Burnett

Create 2nd custom notification for approved project

Hi,
We use the project request form for both project requests and product requests, with two different request forms and two different workflows within Portfolio Planning. When a product request is approved, because the notification template ...

1 Answer

Kim Rathbone Last activity on 6/4/2024 2:31:07 PM by Mark Sayers

iPaaS workflow connector setup/settings

I am very new to iPaaS given the question I am about to ask.

I am trying to create a flow that pulls data from a form. I have created the form. I added the connector 'TDX Common: Lookup TDX Users'. This connector shows my fields created on ...

3 Answers

Justin Goode Last activity on 6/5/2024 8:24:26 AM by David Tod

TDX Logo?

Hello, if I wanted to add the new TDX Icon to a service offering page, how would I access the image link? I have seen some examples of URLs that reference such a link, but I am having a hard time getting it to work properly.

Thanks, Tevis

2 Answers

Tevis Boulware Last activity on 6/5/2024 12:33:05 PM by David Tod

Trigger/Calling iPaaS flows from other iPaaS applications

Hi, presently I can call an iPaaS flow inside another flow within the same application using the Call method but is there a way to call or trigger a flow that rests in another iPaaS application?

1 Answer

Eric Poitras Last activity on 6/4/2024 9:38:50 AM by Mark Sayers

Mobile App

Hi there,
The Teamdynamix Mobile app is now showing in the Apple App Store and Google Play store. Some of my tech's have downloaded it and are asking for our Instance ID. Where can I find it?
Thanks,
Teresa

1 Answer

Teresa Amos Last activity on 6/3/2024 11:46:03 AM by Mark Sayers

Limit on number of tasks in a waterfall plan

WIthin the PPM tool and using a waterfall plan, is there a limit on how many tasks can be associated with an individual plan? If so, what is the limit?

1 Answer

Leslie Czeck Last activity on 5/31/2024 11:30:27 AM by Mark Sayers

Emails from notify@teamdynamixapp.com

Hello,
Several of our technicians have complained about the number of emails they are receiving from TDX. They report they consistently get 2 emails about the same ticket and one of them forwarded me the 2 emails below as samples.
The fi...

1 Answer

James Moyle Last activity on 5/30/2024 4:43:35 PM by Brittany Renn

Email Error: Unable to load email message. Platform Email Id '1582', Email Id: 'Unknown'.

We get this email about a hundred times every minute. They're non stop. Not sure what we need to do to fix the issue. If someone could assist, it would be appreciated. Thank you!
the body text includes...

"The attached message was sen...

2 Answers

Sean St. Pierre Last activity on 10/23/2024 12:11:13 PM by Janet Magana

Notification template possibly

Hi all,
User mentioned they could not click on ticket number from a custom notification template. I verified this worked in the past. I created a test ticket and tested it myself with a standard account I created, and I can not access the tic...

1 Answer

Michael Rodriguez Last activity on 5/30/2024 1:40:59 PM by Mark Sayers

Time Report Rejected Notification Template Update

Is there a location where the Time Report Rejected notification template can be updated? There is a section for Time Report Notification Templates, but it only includes the Time Report Due and Time Report Overdue templates.

1 Answer

Corrine Knox Last activity on 5/29/2024 2:30:10 PM by Mark Sayers

How Do I enable a Form Submit Acknowledgement page

I am basically trying to recreate the same page you'd see creating a ticket using the client portal but for ipaas forms, that includes a link to view the ticket you created, and a link to submit another request of the same type.
I created a t...

1 Answer

Peter Dawes Last activity on 6/26/2024 4:03:53 PM by Mark Sayers

Pulling information on Child tickets from an existing Parent through API/IpaaS

I'm trying to build a workflow in IpaaS that involves a step where it checks a parent ticket, then determines the current status of the child tickets attached to it. However, this doesn't seem to be inherently possible. When pulling the ticket JS...

1 Answer

Chance Binder Last activity on 7/22/2024 4:53:58 PM by Mark Sayers

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