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.
SFTP Create File Error - iPaaS
I am trying to use the SFTP connector Create File function. I have used it for other SFTP applications. I am receiving this error from the current FTP site that I am working with.
UserError
Unsupported operation open file
I ca...
UserError
Unsupported operation open file
I ca...
2 Answers
Scott Allbee
Last activity on 6/5/2024 11:00:19 AM by Scott Allbee
new Assets/CI Application for space allocation (location management)
Hi all,
Curious if anyone has created an Asset/CI appl for space allocation? We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.). We want to track whether a space is occupied; # of occupant...
Curious if anyone has created an Asset/CI appl for space allocation? We're trying to determine the best way to monitor spaces (offices, classrooms, lounges, storage, etc.). We want to track whether a space is occupied; # of occupant...
1 Answer
Michelle Fallon
Last activity on 1/29/2024 3:05:35 PM by Brittany Renn
How to automatically edit ticket's classification
We have a field on a form that allows the end user to choose if they want the classification of the ticket to be an incident or a change. We are thinking of creating an automation rule that is based off that selection to automatically change the ...
1 Answer
Gabriela Barragan
Last activity on 1/29/2024 1:38:34 PM by Mark Sayers
Survey question Header Length
We are starting our Forray into surveys, and it seems the max length of the Header is 24 characters.
I recognize the value of keeping things short, sweet, and to the point, but this feels too restrictive. is it possible to modify this length...
I recognize the value of keeping things short, sweet, and to the point, but this feels too restrictive. is it possible to modify this length...
1 Answer
Jacob Mercer
Last activity on 1/29/2024 11:11:02 AM by Mark Sayers
Assign Projects to Resources
Hello
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks
1 Answer
Meena Murali
Last activity on 1/29/2024 9:33:00 AM by Mark Sayers
Some Users are not Receiving Email Notifications from a Workflow
We have created a custom attribute as an approval role in a workflow. The Approvers receive notifications whenever an approval is awaiting their response. However, some people are not receiving the email notifications. I have confirmed that notif...
1 Answer
Valencia Ingram
Last activity on 1/26/2024 3:53:32 PM by Mark Sayers
Assets No Longer in Use
Is there any way to ensure assets that are marked as Out of Service no longer appear in the selection to be associated with a ticket? We still need the historical information for reporting, but we have a number of older assets that are out of ser...
3 Answers
Amy Hodgdon
Last activity on 1/26/2024 3:57:56 PM by Amy Hodgdon
Receive "Permission Denied" message trying to view KB "Project Request Workflows"
https://solutions.teamdynamix.com/TDClient/1965/Portal/Shared/NoPermission.aspx
1 Answer
Michael Kuhn
Last activity on 1/26/2024 2:08:41 PM by Mark Sayers
automated way to send all tickets within a report a comment, or email to the ticket submitter
Hello,
I run reports each week to cleanup several statuses. In each of these reports, I go through each ticket and post a comment to the submitter.
Is there any kind of option or work around to automate sending the same comment to each...
I run reports each week to cleanup several statuses. In each of these reports, I go through each ticket and post a comment to the submitter.
Is there any kind of option or work around to automate sending the same comment to each...
3 Answers
Shannon Sharon
Last activity on 1/26/2024 2:03:48 PM by Shannon Sharon
Copying temp file from iPaaS to Linux system via Custom SSH Connector
What are the recommended practices for taking a temp file in iPaaS and copying/creating a file based on it on a Linux system via SSH?
The following article only provides instructions for a Windows based system:
https://solutions.teamdyna...
The following article only provides instructions for a Windows based system:
https://solutions.teamdyna...
1 Answer
Jim Lucas
Last activity on 2/29/2024 10:00:14 AM by Mark Sayers
Unable to add new locations
Hello, I've double-checked to make sure that I am an administrator of our TDX Environment as well as the appropriate Asset app, but I can't seem to add locations to our environment. Is there something I'm missing? In the admin center -Organizatio...
1 Answer
Dylan Quast
Last activity on 1/26/2024 9:29:35 AM by Mark Sayers
Project Status Report
Can I run the project status report for an individual plan? I have multiple plans in one project and I would like a similar report to the project status report but broken out by each plan. Alternatively, I would love to move a plan over to a new ...
1 Answer
Steve Pereira
Last activity on 1/25/2024 3:41:39 PM by Mark Sayers
Report to pull range value based on current day and Date Picker custom attribute value
Hello,
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...
1 Answer
Tanner Grubbs
Last activity on 1/25/2024 3:27:34 PM by Mark Sayers
Specify array size in form
Is there a way to specify the full array of results when setting a flow result expression ? I can only get it to grab 1 single result as a choice in a drop down list using a group in my flow vs setting form choices in a flow.
2 Answers
Matt Hoadley-Jager
Last activity on 1/25/2024 2:09:45 PM by David Tod
Passing table values from flow to form
Hi, So I'm trying to pass multiple values to my form. I know that you can do this by setting a table or form choices in the flow with the properties being named text and value, but that only allows for 2 possible values and i want more than 2. Is...
1 Answer
Matt Hoadley-Jager
Last activity on 1/25/2024 11:07:20 AM by David Tod
Clear or Force Updating the Required Type Field
We've implemented new Type categorization. We have a generic Type that we use as a placeholder for email intake. We would like our staff to always update the Type on the ticket after submission. Is there a way to force our staff to update this fi...
1 Answer
Julien Rossow-Greenberg
Last activity on 1/25/2024 11:26:31 AM by Mark Sayers
notification Templates
Hello!
Anyone know how I can get the default notification templates? I made a change to 2, and I my need to revert back.
Ticket Created (Requestor)
Ticket Created (Ticketing User)
Anyone know how I can get the default notification templates? I made a change to 2, and I my need to revert back.
Ticket Created (Requestor)
Ticket Created (Ticketing User)
1 Answer
Michael Rodriguez
Last activity on 1/25/2024 9:09:11 AM by Mark Sayers
Get Ticket Status Endpoint Issue
.../TDWebApi/api/{appId}/tickets/statuses/{id} is not found
I tried using a webhook and Postman with our appId and a ticket ID in the URL varilables
I tried using a webhook and Postman with our appId and a ticket ID in the URL varilables
2 Answers
Scott Cory
Last activity on 1/24/2024 6:20:55 PM by Scott Cory
IPaaS Flow Not Visible in TDX Workflow
I am following the steps in the " Creating a TDX CWorkflow Trigger in IPaas ," and I have done this several times, but I can't seem to get the IPaaS flow visible in the TDX Workflow
https://app.screencast.com/cOZ5txWx3wOG6
Can you point...
https://app.screencast.com/cOZ5txWx3wOG6
Can you point...
1 Answer
Tevis Boulware
Last activity on 1/24/2024 2:41:40 PM by Mark Sayers
TDNext Tickets Opening on Client Portal
Hello,
I have a student worker is having an issue where every time he clicks a ticket on his TDNext desktop, it is opening up in the client portal. For other student workers (and myself), the tickets just open up on TDNext like they should. A...
I have a student worker is having an issue where every time he clicks a ticket on his TDNext desktop, it is opening up in the client portal. For other student workers (and myself), the tickets just open up on TDNext like they should. A...
2 Answers
How to enter new line in an email message
I have an iPaas flow that emails a list of successful transactions to a recipient. The list is being generated in the flow as transactions are processed. I have added an "alt-enter" (hold alt down and press enter key) at the end of each transac...
2 Answers
Michael Olson
Last activity on 1/24/2024 10:19:21 AM by David Tod
Username changes via import
Hello,
About 700 personal email addresses where imported under the heading of "username" in a very large import (100,000) from with TDAdmin. I made the correction in the import file for the 700 with the school email in the "username" column....
About 700 personal email addresses where imported under the heading of "username" in a very large import (100,000) from with TDAdmin. I made the correction in the import file for the 700 with the school email in the "username" column....
1 Answer
Michael Rodriguez
Last activity on 1/24/2024 9:08:10 AM by Mark Sayers
Adding Location Field to Ticket Creation Email Notification
Hello,
We are trying to add the location field from our tickets into the "ticket created" email notification for our ticketing users but we are running into issues. Would someone be able to tell us how we could accomplish this?
We are trying to add the location field from our tickets into the "ticket created" email notification for our ticketing users but we are running into issues. Would someone be able to tell us how we could accomplish this?
2 Answers
Is there a way to clone or copy a ticketing app?
We're starting to plan going enterprise with TDX. It would be nice to be able to set up some common services and forms and then be able to clone the ticketing app for each new department.
1 Answer
Sheila McBride
Last activity on 1/23/2024 11:22:39 AM by Mark Sayers
TDX, DocuSign, and iPaaS
Hi! Below is a question I asked regarding using to TDX for performance review. While there are other tools made for this, I am stuck with a PDF from HR I must use. So taking into account what was mentioned in the last answer and whatever integrat...
2 Answers
Michael Rodriguez
Last activity on 1/24/2024 4:37:32 PM by Mark Medaugh