Questions

Project End Date Updates

The ability to add custom project attributes to the project update form is great. Is there any way to add non-custom attributes there as well? My immediate example would be for project start/end dates. We are constantly reminding folks to upda...

1 Answer

Bill MacKenzie Last activity on 11/14/2024 2:48:41 PM by Brittany Renn

Report or API for Users in a portal application

Trying to work out how to dynamically pull this data in a report, but not sure I see it. Similarly API/iPaaS doesn't seem to have an appropriate API call.
Goal is a list of users who do / do not have access to a particular portal. I know the ...

1 Answer

David Tod Last activity on 11/12/2024 4:48:21 PM by Mark Sayers

Asset Drop Down Field

We are wanting to create a drop down field for assets (printers), but wondering if there is a way that on the field when selected that more information is included with the drop down and not just the Serial Number of the asset. We would like the ...

1 Answer

CHRISTIAN MARTINEZ Last activity on 11/12/2024 3:59:15 PM by Mark Sayers

Alerts option in Card Wall for PPM

When using a card wall plan, when configuring the initial card it appears that alerts for that card cannot be configured as it is not displaying as an option. However, when in the priority view of the plan and then opening up a card, it does hav...

1 Answer

Leslie Czeck Last activity on 11/12/2024 11:46:05 AM by Mark Sayers

IPaaS to Zoom Integration

Hello:
I am in the process of integrating our Zoom environment to IPaaS with the goal of setting up flows for account management. I followed these instruction as published by TDX:
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/Art...

1 Answer

Greg Dec Last activity on 11/20/2024 9:56:34 AM by Mark Sayers

How to get access

Hello! I was trying to get access to this link https://solutions.teamdynamix.com/TDClient/1965/Portal/Links/Details?ID=QVPrNoCOo1c_&TID=437948&popup=1 And, it is telling me I don't. How do I change that?

Thanks!

Kr...

1 Answer

Kristi Palm Last activity on 11/11/2024 2:11:54 PM by Kristi Palm

Determining a user's primary group

How can we determine a user's primary group when getting a person via the API? The data that is returned contains a list of group ids that the user is a member of with no indication of the primary group id.
We are using this API endpoint from...

1 Answer

Paul Lupeituu Last activity on 11/11/2024 2:33:16 PM by Mark Sayers

Automate ticket responses based on certain parameters

Is there a way to use a response template automatically on ticket creation? For instance, if I have a custom ticket type or if the user selects a certain category, could I have that trigger one of my response templates? I don't see an option to h...

1 Answer

Mehrdad Ghazi Last activity on 11/8/2024 3:44:54 PM by Mark Sayers

Ticket Response to Multiple People

When a client responds by email to a ticket from TD, can it go to multiple people if there are multiple people on the ticket? Could find it in the KB.

1 Answer

Alex Oquendo Last activity on 11/8/2024 1:54:56 PM by Mark Sayers

How to get in if SSO is down?

We have a hosted TD environment with SSO enabled.
I'm doing some research, and I was just wondering, how would we get into TDNext if our SSO was not working for some reason? Same question for the client portal, I believe customers wouldn't be...

1 Answer

Kay Brewer Last activity on 11/8/2024 12:17:47 PM by Mark Sayers

Workspace removal rules automatic?

Is there any way to set workspace removal rules to trigger automatically

1 Answer

Brett Duester Last activity on 11/8/2024 10:21:57 AM by Mark Sayers

Is there a Document Workflow/Approval in Ticket Apps?

We have this in Projects/Portfolio Planning but I can't find it in the Ticketing Apps.
Is there an equivalent or workaround to get a Document Approval process to ticketing?

1 Answer

Ronel Gallevo Last activity on 11/7/2024 2:46:04 PM by Mark Sayers

Increasing institution buy-in

I hope this is an acceptable place for this; if not, please direct me to where I should post it.
My goal is to increase TDX buy-in within our institution. We have been using TDX for a couple of years, and I am a fan of the product. I feel lik...

1 Answer

Beau Stribling Last activity on 11/7/2024 2:49:54 PM by Mark Sayers

how do i change a serial number name?

We are trying to change a typo in a Serial number that is attached to an asset. I can't find anyway to do it in TDNext or TDAdmin - what am I missing?

1 Answer

Rebecca Murphy Last activity on 11/7/2024 2:18:33 PM by Mark Sayers

Does TDX accepts XLSMs attachements

Hello Team ,
We have a rule setup in way so that when we send an email to email@domain.com it creates the ticket .But those emails have attachments and when ticket is getting created in TDX we are not able to get the attachments.
Is ther...

1 Answer

Amritpal Singh Last activity on 11/7/2024 11:16:25 AM by Mark Sayers

Unable to use the "Create ticket" option from Assets

Hello, I am unable to use the create ticket option from assets (red circle with a red line through it appears when I hover over the button). I tried to look at my security roles to turn on the option but I am unable to find it. Please advise. Tha...

1 Answer

Chrissie Kenny Last activity on 11/7/2024 9:40:42 AM by Mark Sayers

Knowledge - Review Notifications and Groups

Hello!
When using Groups as Knowledge article owners, what criteria must be met for a member to receive a notification for the Next Review Date? I had thought that someone would just need to be a member of the group, and have "Notify" set to ...

1 Answer

Dan Handyside Last activity on 11/6/2024 9:26:04 AM by Mark Sayers

Time Tracking Training

I've been looking through the KB quite a bit, and I see how to create time and expense types. But there are pieces of the puzzle that don't seem to fit.
1. When I assign a ticket a certain Hours budget, it wants to be in a dollar form. B...

1 Answer

Sheila McBride Last activity on 11/5/2024 3:24:29 PM by Mark Sayers

All tasks in My Assignments are shown even they project is OnHold, any way to filter it?

Seems like a good opportunity to add Project Status/Health as another dropdown filtering in My Work application.

1 Answer

Ronel Gallevo Last activity on 11/5/2024 11:39:49 AM by Mark Sayers

Asset Report Status Changed to Surplus

Hi there,
Our Service Desk manager would like a report of assets that change status to surplus within a given time frame. When the status changes, the feed reports the change date and time, but there doesn't seem to be a way to report on the...

1 Answer

Tristina Grywalski Last activity on 11/4/2024 12:44:15 PM by Mark Sayers

Referencing FormDynamicElements

Hello,
I'm using FormDynamicElements to add fields to a form, but I'm unable to find how to reference those fields for the form's submission flow. Surely, if there's a way to add fields to a form there's a way to collect the data back from th...

1 Answer

Amanda X Last activity on 11/4/2024 10:14:15 AM by Mark Sayers

Viewing Reports from the Client Portal

Is there a way to restrict which reports can be viewed from the Client Portal? Is there a selection in the "Owner and Visibility" report settings that needs to be selected/de-selected?
Thank you,
Kristi
Missouri State University

1 Answer

Kristi Oetting Last activity on 11/4/2024 9:26:39 AM by Mark Sayers

Sort/Order Issues Report by Task ID

I have found the Issues Report template to be very useful, including its lookups to Task, Plan, and Project. But there is one key field missing - the Task ID. I do appreciate having the Task (name) hyperlink, but also need the Task ID for logical...

1 Answer

Jodie Alexander Last activity on 11/4/2024 9:15:28 AM by Mark Sayers

SLA's

I am trying to understand how the SLA should work. We are trying to figure out if there is a way for a ticket with an SLA can take into account if the responsible party is -- in a meeting, out to lunch, out of office --- etc -- basically any ti...

1 Answer

Darla Bury Last activity on 11/1/2024 11:50:41 AM by Mark Sayers

FormDynamicElements otherProperties

Hello,
I'm working with FormDynamicElements to populate a form, but I have struggled to figure out how to apply properties to the elements. Is there a reference for acceptable parameters to pass into the otherProperties? I'd like to start wit...

1 Answer

Amanda X Last activity on 11/1/2024 11:15:48 AM by Amanda X

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