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.

Bulk migrating tickets to new ticketing application

We are working on launching a new ticketing application and portal to replace a TDX ticketing system we've been leveraging for eight years.

One core set of tickets we want to migrate are approximately 800 tickets that are used to facilitate...
1 Answer
Nick Durr Last activity on 4/26/2024 9:55:24 AM by Mark Sayers

Calendar Applications and Time Off Entries

Is there anyway to prevent time off entries from showing on the calendar application? Or limit who can see the entries? Concerns have been raised about every TDNext user being able to see all of the time off entries recorded. Since there are not ...
1 Answer
Corrine Knox Last activity on 4/25/2024 4:56:23 PM by Mark Sayers

Process to pull data from project requests.

I am looking to gather the following data from ALL the project requests we have had submitted from the start of TDX use.
Number of project requests in total to include those withdrawn, cancelled or converted to a project. Date the proj...
2 Answers
Mark Juzwiak Last activity on 4/25/2024 4:52:17 PM by Mark Juzwiak

Project Resource Status

When I'm in TDX > Projects > Resources, I see a list of resources, and each resource has a status. I'm trying to find what table that value comes from.
The value seems to be the status of the Resource, not the status of the Project. ...
1 Answer
Kimberly Clapp Last activity on 4/25/2024 5:06:00 PM by Mark Sayers

IVY chatbot - Zoom Contact Center - javascript file in script tags

Hello TDX ,
I have in the past asked about running a .js file within a script tag to launch Zoom Contact Center from client portal for live support calls. However, I was told that running the .js file within a script tag is not allowed.
...
1 Answer
Michael Rodriguez Last activity on 4/25/2024 9:39:51 AM by Mark Sayers

Can you batch edit ticket classifications?

Greetings,
I was wondering if there is a way to batch edit ticket classifications? we imported some tickets using the import tool, but we imported them with the incident classification instead of service request. I created an automation rule ...
1 Answer
Larissa Kupferschmidt Last activity on 4/25/2024 8:46:44 AM by Mark Sayers

Microsoft OneDrive / Intune connectors in iPaaS - Authentication Issues

Hello,
We have followed the documentation and have successfully connected to the MS Graph API in iPaaS ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=140697 ). However, when we then apply the credentials we created...
1 Answer
Robert Tonnies Last activity on 4/25/2024 9:24:20 AM by Mark Sayers

Where are TAGS stored in the DB

If I create or add a tag to a project, in which database table would I find that information?
Based on empirical data, it seems that an entry is created in the table 'ItemTags' (I see a new entry created where IT_ITEMID = my Project ID and t...
1 Answer
Kimberly Clapp Last activity on 4/25/2024 9:49:23 AM by Darin Waldrop

How can I find where "Notify Other People" is stored in the database?

I'm looking under Projects where there is project-level data, such as "Percent Complete", "Comments", "Notification" and "Notify Other People".
From what I see, it looks like you can make an update to the project, and then add people to 'No...
2 Answers
Kimberly Clapp Last activity on 4/25/2024 5:06:21 PM by Mark Sayers

KB interval Reminder to Zero

I have two related questions to 11.9:
Can it be confirmed that the "Notify Owner of Review Date" setting on each individual KB article will be set to OFF by default on day 1 release of 11.9? In TD Admin, if the "Article Owner Review Not...
3 Answers
Joshua Warth Last activity on 4/25/2024 3:46:44 PM by Mark Sayers

Project task reminders

Is there a way to sent automatic project task reminders to task owners when the end date for the task is coming up?
1 Answer
Rebecca Murphy Last activity on 4/24/2024 2:02:26 PM by Mark Sayers

Web Service Method 404 Error

Hi, I am trying to create an outage window/category in our knowledge base by following the instructions in this guide. ( ID: 157806)
I have completed everything up unto the point at which you test the service method for the first time (Step 1...
1 Answer
Geneva Cleland Last activity on 4/24/2024 1:48:02 PM by Mark Sayers

Adding Work via Workspace Rules

I am unable to automatically add items to a workspace via workspace rules. I have several tickets that should be getting added to workspaces when they are updated, but they only seem to add when I manually run the add rule.
In line with this ...
3 Answers
Naseem Benjelloun Last activity on 4/30/2024 2:48:29 PM by Naseem Benjelloun

Adding images to workflow Notification steps

Hi,
Is it possible to add an image to the Notification email sent out via a Notification step in a workflow? We'd like the notification to include our logo and were wondering if it's possible.

Thanks,
Erin
1 Answer
Erin Tramble Last activity on 4/24/2024 11:02:44 AM by Mark Sayers

CSS for /TDMobile

Hello, where in TDAdmin do we find the Styles for /TDMobile?
We want the branding to match our university colors, etc. like TDNext and TDClient.
1 Answer
Scott Cory Last activity on 4/24/2024 11:01:21 AM by Mark Sayers

Ticket Search Date Range

Using the API: ... /TDWebApi/api/{appId}/tickets/search
What would send in the JSON body to return only tickets created in the past 45 days?
"CreatedDateFrom":" {{today's date}} - 45 days " < replace with correct value
1 Answer
Scott Cory Last activity on 4/24/2024 9:04:09 AM by Mark Sayers

API access to users

Need help with the correct elevation settings to use to allow a outside company use our APIs to use there ticketing system to update ours. Currently a user setup with Enterprise access in Sandbox cannot use the API's and gets access error pictur...
1 Answer
Matthew Thompson Last activity on 4/24/2024 8:58:47 AM by Mark Sayers

Resending a Project Survey

Hi, is it possible to resend a request for a project survey? Or send a reminder to complete the project survey? We would like to increase our survey response rate. Or if there are other ways to do this, please share. Thank you,
Kathy
1 Answer
Kathleen Flaherty Last activity on 4/23/2024 3:31:39 PM by Mark Sayers

Definitions, or Lack Thereof.

Why is there no page with definitions for all aspects of Forms and Flows? I am looking for the difference between Button - Action and Button - Primary Submit, or really any of the other Button - Options and I can't find anything.
1 Answer
Erik Hoag Last activity on 4/25/2024 9:21:18 AM by Mark Sayers

Which tickets a technician has viewed within a set timeframe

We are trying to generate a report showing which tickets a technician has viewed in a given timeframe. A ticket has Read By information. Is there a way to collect this information in a report? Thanks!
1 Answer
Joshua Warth Last activity on 4/23/2024 2:17:47 PM by Mark Sayers

Feature request: audible alerts for new, incoming unassigned tickets

This would be a valuable addition to the features for those who have many apps open and could benefit
by an audio alert just like in Outlook.
1 Answer
Steve Jensen Last activity on 4/23/2024 1:10:25 PM by Brittany Renn

My Assigned tickets

Hi,
Is there a limit on the number of tickets showing in 'My Assigned Tickets' ? If there is any limit, what is it and Can we increase it?

Thank you,
Nav
2 Answers
Navjot Bhatoa Last activity on 4/23/2024 1:32:28 PM by Navjot Bhatoa

Project Administrator unable to assign tasks.

This is probably a stupid question, but I have a project administrator that can create a project and create tasks, but is unable to assign them.
I looked at their security profile and I'm not able to find the line that gives them access to ad...
1 Answer
Mathew Chandler Last activity on 4/23/2024 12:26:19 PM by Mark Sayers

Administrators in our environment

Hi,
We were wondering about all the TDX administrators in our system. Are they all still involved?
1 Answer
Sheila McBride Last activity on 4/23/2024 9:15:38 AM by Mark Sayers

TDX Integration Account?

Good morning. Can you point me to any documentation on the "TDX Integration Account" that is specified for an Admin Service Account?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/22/2024 12:50:52 PM by Mark Sayers

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