Questions

Where is the Signature Template in TDADMIN

Hello, the 11.9 release notes state "Administrators can set technician signatures within TDAdmin, and set up a technician signature template tag in notification templates".
I can't find this operation in TDAdmin. Can you point me in the righ...

1 Answer

Tevis Boulware Last activity on 5/28/2024 12:16:16 PM by Tevis Boulware

Preventing Invalid Time Entries

Is there any way to prevent invalid time entries from being created? In testing, we have found that people can enter negative time or enter more than 24 hours in a single day.
While I know that the supervisors can reject these time entries, i...

1 Answer

Corrine Knox Last activity on 5/29/2024 10:33:29 AM by Mark Sayers

How to remove Milestones from PPM buisness case

I am having difficulty removing the Milestones tab from the PPM business case.
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...

1 Answer

Timothy Mellin Last activity on 5/28/2024 10:13:04 AM by Mark Sayers

Web Service Post

Hi,
I'm doing a web service ( https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4346/edit ) to create a ticket from IT ticketing to HPC ticketing. It failed. https://support.einstei...

1 Answer

Sheila McBride Last activity on 5/28/2024 9:39:07 AM by Mark Sayers

Populating ticket data based on a user query

For employee separation tickets, I want to populate certain fields based on the employee name selected in the ticket - which is a Person type field. For example. I have ticket attributes for Employee Initials, Job Title, and Start Date. and for ...

1 Answer

Gordon Dunlap Last activity on 5/28/2024 9:35:07 AM by Mark Sayers

Email Report Delivery Customization

I am editing the notification templates. I notice there is a way to edit notifications for briefcase, projects etc as well as ticketing application notifications. Is there a way that when you have a report that has an email delivery that you coul...

1 Answer

George Pink Last activity on 5/28/2024 9:32:08 AM by Mark Sayers

Viewing tickets on workspace calendar

Hello!
I've added a handful of tickets to a workspace as a way to group these tickets together and plan the upcoming work. These tickets each have start and due dates set and can be visually displayed in the Timeline view. The timeline view i...

1 Answer

Sam Fischer Last activity on 5/28/2024 11:35:57 AM by Brittany Renn

Viewing Ticket Tasks from Client Portal

Is there a way to make ticket tasks viewable from the Client Portal? We are using ticket tasks pretty heavily and our clients would like to be able to track the progress of those from the client portal, as a way to monitor the overall progress of...

1 Answer

Kathy Pauley Last activity on 5/28/2024 9:05:48 AM by Mark Sayers

TypeID Inaccurate

I have a Condition in a workflow that is referencing the "TypeID" value to determine if the person is a User or Customer.

https://solutions.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Users.UserType

However, a recent ...

2 Answers

Scott Cory Last activity on 5/28/2024 12:33:46 PM by Scott Cory

Is there any way to debug script elements in flows

I need to debug a script element in an iPaas flow but have been unable to find any way to get data out of the script (excluding the result). Are there any methods or functions that can be used to present the values of variables in the script (li...

1 Answer

Andrew Moody Last activity on 6/26/2024 3:56:57 PM by Mark Sayers

Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools

Hi there,
We are looking at trying to connect our TDX instance to PowerBI.
Is TDX working on a Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools? We are currently using the commun...

1 Answer

Samuel Jones Last activity on 6/5/2024 9:37:17 AM by Michael Ligouri

Removing a ticket connected to a KB article through the KB

Hi,
Is there a way to remove a ticket connected to a KB through the article rather than the ticket?
Thanks!

1 Answer

Joshua Warth Last activity on 5/23/2024 12:33:55 PM by Mark Sayers

Project by Resource filtered by Functional Role showing resources not assigned the selected functional roles

Hi,
I'm using the Projects by Resource report under the Analysis tab to show which projects 3 specific functional roles are assigned to. However, in the past few months there are 3 resources who are showing up on this report who aren't assign...

2 Answers

Kim Rathbone Last activity on 5/23/2024 12:40:08 PM by Kim Rathbone

Disaster Recovery Process

I am looking for information of your Disaster Recovery Process.

Thank you,
Jason.

1 Answer

Jason Heaton Last activity on 5/23/2024 9:37:58 AM by Mark Sayers

iPaaS Form Respondent Data

Does the form link contain information about who the expected respondent is?
I have a flow that sends a form link. One run sent it to a distribution group. The respondent information had the distribution group name and email rather than the i...

1 Answer

David Gillespie Last activity on 5/22/2024 3:42:44 PM by Mark Sayers

Date/Time Picker in Card Wall?

Is there not a date/time picker when using the card wall? Do I have to type in the date on the Start/End attribute?

1 Answer

Zack Cameron Last activity on 5/21/2024 4:57:00 PM by Brittany Renn

IIQ Connector

Hi there,
We are transitioning our account management to SailPoint IIQ and I am wondering what, if any, connectors exist to for TDx.
Cheers,
Damon

1 Answer

Damon Stennett Last activity on 5/21/2024 2:36:45 PM by Mark Sayers

Workflow approver

Hello!
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...

1 Answer

Michael Rodriguez Last activity on 5/21/2024 9:07:53 AM by Mark Sayers

How to activate the Analysis Application

During my training, Analysis was demoed as part of the training.
When I go to my TDNext desktop, Analysis is not one of the tabs that appears.
I want to configure Portfolios and Programs in my PPM, but cannot do so until I am able to acce...

1 Answer

Timothy Mellin Last activity on 5/21/2024 9:03:09 AM by Mark Sayers

Company = Organization?

TeamDynamix.Api.Users.User.Company The company of the user.

Is "Company" the same as "Organization"?

2 Answers

Scott Cory Last activity on 5/20/2024 7:08:16 PM by Scott Cory

Assigning a ticket to the CI owner group

Here's what we're trying to do:
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...

1 Answer

Steve Cade Last activity on 5/20/2024 4:46:42 PM by Mark Sayers

iPaaS Flow Timeout

I have recently created my first iPaaS Flow. It waits for a device to be enrolled into JAMF (our Mac management system), and then fills in required fields in JAMF. Because this involves waiting for an end-user to enroll their device, I have put a...

1 Answer

Jason Shirley Last activity on 5/21/2024 6:12:37 PM by Michael Ligouri

Report of Approvals in Workflow Approval Step

Hello, and happy Monday!
I was wondering if there is a way to get a report of approval statuses for a specific Workflow Approval Step? We are trying to find out if these requests are always getting approved, and maybe we could remove the app...

1 Answer

Matt Angel Last activity on 5/20/2024 10:23:57 AM by Mark Sayers

5/16/24: PPM Advisory Group - Tickets to Projects Recording

Good afternoon,
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...

1 Answer

Daniel Keenan Last activity on 5/17/2024 4:36:04 PM by Matthew Logering

Mobile app

Could someone direct me to instructions on registering the mobile app? Thank you!

1 Answer

Mike Pifher Last activity on 5/16/2024 12:14:42 PM by Mark Sayers

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