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...
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Number of project requests in total to include those withdrawn, cancelled or converted to a project.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...
Number of project requests in total to include those withdrawn, cancelled or converted to a project.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. ...
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.
...
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 ...
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...
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...
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...
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...
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...
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 ...
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
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.
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
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
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.
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
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...
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?
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
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 4/22/2024 12:50:52 PM by Mark Sayers