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.

Is it possible to reference a Briefcase document by using URL?

In an email I was intending to do use the URL to a document in the briefcase but when I clicked on the link it did not take me to the briefcase. I'm assuming that functionality is not available but wanted to check.
1 Answer
Nancy Fisher Last activity on 12/17/2015 9:08:24 AM by Mark Sayers

Users Bill rate

Is there no report that shows all the users that are setup in TD and their bill rate?
1 Answer
Tim Chittenden Last activity on 12/15/2015 11:00:37 AM by Mark Sayers

Is there a way to get around the 50K row limitation in Analysis report sources?

We are trying to extract TD time reporting data for the past four years for management metrics reporting which will be done via a dashboard in our BI system. Due to the limitation of 50K rows it is making data extraction difficult to say the lea...
13 Answers
Nancy Fisher Last activity on 1/8/2016 8:35:46 AM by Matt Sayers

Missing Projects via REST API

When attempting to retrieve all Projects using the REST API, I get back many Projects, but many are missing, even after adding the API user as a resource to the project as I have to do with plans.
Specifically:
curl -X "POST" &q...
2 Answers
Micah Cooper Last activity on 5/11/2017 1:03:35 PM by rajiv kaushik


Survey Responses

How do you delete survey responses? I created a survey, tested it and now need to delete those test responses. I am an Admin.

Thank you,
Monica
4 Answers
Monica Crawford Last activity on 2/6/2018 1:20:05 PM by Mark Sayers

How do you set Classification for tickets generated by the Email Service?

We recently changed our default Classification to Service Request (previously it was Incident). However, for any ticket generated by the Email Service, the ticket Classification is set to Incident. Is there any way to set that value (either per-e...
1 Answer
Jason Donnell Last activity on 12/10/2015 9:28:56 AM by Mark Sayers

Cannot map "Service" field when using Ticket Import

Hello,
I've been working with the ticket import tool (Tickets>+New>Ticket Import), and I am unable to find a way to import tickets with the "Service" field already selected. I have attached images to explain my issue:
...
3 Answers
Stephen Elmer Last activity on 12/17/2015 11:04:52 AM by Mark Sayers

Adjust mobile login screen?

Hi
We have a user that has reported an issue with the mobile login screen along with a possible solution. I'm wondering if anyone else has this problem or has tried this solution?
Thanks
Problem: The login screen for TeamDynamix is to...
1 Answer
Chuck Renninger Last activity on 12/9/2015 10:43:06 AM by Phil Curl

Is there a way to auto notify clients on ticket comments or updates?

So by default no one is notified on a ticket comment or update. You need to actively go in and check mark them. Is there a way to toggle behavior to the opposite? So by default people are selected for notification, but you can go and uncheck t...
3 Answers
Richard Musal Last activity on 3/1/2024 2:29:59 PM by Keyon Farrier

Max characters in response template

What is the max characters in a response template? One of my groups canned responses is getting cut off so I wanted to ask.
4 Answers
Forrest Ewen Last activity on 1/4/2016 3:38:37 PM by Mark Sayers

Is There a Way To Copy a Workspace Including Issues?

We have a department who use workspaces quite heavily, and they have the same issues for each workspace. Is there a way to copy a workspace and include the issues with the workspace?
Thanks,
Jeanine Heming
Kennesaw State University
1 Answer
Jeanine Heming Last activity on 12/8/2015 9:47:03 AM by Mark Sayers

Submit Time Report for another User

I know you can add time to a task for someone else if you have the right setting applied to your security role. Is it possible to submit a time report on behalf of another user?
2 Answers
Andrew Lutzuk Last activity on 8/11/2021 10:45:57 AM by Katie Ingalls

Can I Customize Knowledge Base Notifications?

Are Knowledge Base notifications available in the Admin tool so I can customize the information being sent when we Approve or Reject a submitted Knowledge Base article?
1 Answer
Kathy Holman Last activity on 12/7/2015 11:14:07 AM by Mark Sayers

How do I create a report to capture my Group Managers?

I'm trying to create a report in Analysis, People, to filter all of my Group Managers. The only manager option I'm seeing is Resource Pool Manager.
Is there another way for me to capture this information?
1 Answer
Kathy Holman Last activity on 12/7/2015 11:43:48 AM by Mark Sayers

Time Report Submitted Notification

We are testing time reporting on our sandbox environment. Is there any place I can modify the Time Report Submitted notification? I want to add 'on Sandbox' to the banner and change it's color. I set all of our sandbox notifications to a speci...
1 Answer
Kathy Holman Last activity on 12/4/2015 4:16:38 PM by Mark Sayers

Service Request and Workflow setup

We would like to setup a service request that would be routed to one of two groups based on a custom attribute. Is this possible or will it be best to build out two separate request forms?
We are posting a PeopleSoft Issue Reporting form. If ...
2 Answers
Stacey Marriott Last activity on 12/4/2015 3:50:41 PM by Stacey Marriott

Technicians missing the ability to merge

I've got two technicians who don't have the ability to merge tickets, what setting am I missing to give them the ability?
1 Answer
Forrest Ewen Last activity on 12/3/2015 1:07:33 PM by Mark Sayers

Field in a report

Is there a way that I can find out what reports use a particular attribute for reporting? I am changing a field that I had been reporting on to use a different field and need to find out the various reports that use this field/attribute.
1 Answer
Letha King Last activity on 12/3/2015 11:26:02 AM by Mark Sayers

Group by Project Classification in a Project

Is there any way to group all projects within the same class, so that a space is left between before the next grouping of projects? I want a space in between each classification including: mandated, strategic, and tactical. A space should be righ...
1 Answer
Madison Mask Last activity on 12/2/2015 3:30:21 PM by Mark Sayers

Actual Time Report

Hi,
Is it possible to create a report in the Analysis app that would show actual hours per month per project/workspace? Similar to the attached example.
Thanks,
Anette
1 Answer
Anette Petersen Last activity on 12/2/2015 2:24:26 PM by Mark Sayers

Is there a way to have the Resp Group notified when an attachment is added to a ticket?

If a requestor or technician adds an attachment, I don't see a way to make it alert the group of that. I tried selecting "Notify primary reviewer and others of new/edited tickets? " on the ticket type, but that seems to have no effect....
1 Answer
David Durling Last activity on 12/2/2015 1:20:02 PM by Mark Sayers

Creating a request form with notifications turned off

Is there a way to make a request form not notify a client that a ticket was create for them? I was looking through all the options in request for and couldn't spot one for notification status and was wondering if I am missing something.
1 Answer
Forrest Ewen Last activity on 12/2/2015 1:11:19 PM by Mark Sayers

Resource Inactive on a Project

A PM added a resource to a project. The resource informed me that they could not see the project in their Projects list or see any tasks assigned in "My Assignments". The resource could also not put time against the project. From the Ad...
2 Answers
Andrew Lutzuk Last activity on 12/1/2015 5:24:28 PM by Matt Sayers

Inactive custom attributes are showing at the top of the list for in the Project reporting source.

I have recently inactivated several custom project attributes as part of a process re-design. As part of the inactivation, I also removed the attribute section they were associated with. The problem is the inactivated attributes are now at the ...
1 Answer
Nancy Fisher Last activity on 12/1/2015 4:22:23 PM by Jamey Stock

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