Questions

Closed Projects data availability

Hi,
How long are data from closed projects available? Is there any duration limits/retention policies we should be aware of?
Thanks,
Kim

1 Answer

Kim Rathbone Last activity on 1/16/2024 4:48:33 PM by Mark Sayers

TDX WebHooks marked as metered?

Hello, I have a couple of webhooks from TDX Ticketing applications that only use TDX Connectors and Microsoft User-Send Mail connectors. Is it the Send Mail connector that makes these webhooks "Metered"?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 1/16/2024 4:49:52 PM by Mark Sayers

Have a User with Type "Contact"

Hi,
I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?

1 Answer

Sheila McBride Last activity on 1/16/2024 1:28:24 PM by Mark Sayers

Report Showing Attribute Values

Hi Mark,
Please see the attached.

1 Answer

Sheila McBride Last activity on 1/16/2024 12:39:11 PM by Mark Sayers

Past Date/Time Attrubute

The date/time attribute only allows a date/time in the future. Is there a way to set a date/time attribute of an event that ocurred before the time a ticket is created?

2 Answers

Scott Cory Last activity on 1/16/2024 12:48:02 PM by Scott Cory

Limited access for contractor

We have a contractor who supports a single service. Since other aspects of the service belong in our main ticketing app, we are not interested in creating a unique app for these external techs. We do not want to have outside parties having access...

2 Answers

Nate Burt Last activity on 3/22/2024 10:33:43 AM by John Adams

Technician Dashboard

I am following the KB artcile about Designing a Ticket Dashboard ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=156092 ).
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...

2 Answers

Darin Waldrop Last activity on 1/16/2024 3:03:03 PM by Darin Waldrop

Actual Hours Report

Does the task time roll up into the ticket time on the actual hours report?

1 Answer

Annette Howard Last activity on 1/12/2024 2:00:59 PM by Brittany Renn

iPaaS Connector Problem

In iPaaS I made a new connector using the standard REST API Service connector. The new connector uses a Generic OAuth 1 credential. If I use action that has no parameters and doesn't pass anything in the body it works successfully. But when I...

2 Answers

Cory Morgan-Berg Last activity on 1/11/2024 6:04:45 PM by Mark Medaugh

Service Manager / Owner visibility on client portal

Is there a way to make the service owner visible on a service page?

1 Answer

David Tod Last activity on 1/11/2024 11:48:27 AM by Mark Sayers

Do the TDX Notification Templates have an ID?

It seems every element in TDX has a unique id but I am unable to find this for the TDX Notification Templates. Maybe if I explain what I am wanting to do it would make more sense. I am trying to figure out how to RESEND notifications from IPa...

1 Answer

Darla Bury Last activity on 1/11/2024 11:31:06 AM by Mark Sayers

Ticket Reminders

Hi,
Before I create a series of reports for our techs, is there already something built in that will remind techs of outstanding tickets? I see that exists for project tasks.
Thanks,
Sheila

1 Answer

Sheila McBride Last activity on 1/11/2024 9:42:39 AM by Mark Sayers

Related Asset Application

When creating a service, is there a way to set the related asset application as a setting rather than (in addition to) in the service form? i.e. as a property of the service catalog, so that services end up in a specific asset application by defa...

1 Answer

David Tod Last activity on 1/10/2024 2:07:44 PM by Mark Sayers

Create relationship between Projects and Assets

We would like to create many-to-many relationships between Projects in our Project Planning Module and Assets in our Application Portfolio, so that we can support our security team is assessing applications in a timely manner that supports decisi...

1 Answer

Skye Swoboda-Colberg Last activity on 1/10/2024 1:42:22 PM by Mark Sayers

Privileged-Access Management Process

Hi,
Have any other TeamDynamix-using organizations used TeamDynamix to create a privileged-access management process? We're getting read to build one, but would like to have some ideas.
Best,
Sheila

1 Answer

Sheila McBride Last activity on 1/10/2024 11:18:44 AM by Mark Sayers

People Import - Groups

Hi!
Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?

1 Answer

Michael Rodriguez Last activity on 1/10/2024 10:35:29 AM by Mark Sayers

Reports not able to filter on custom attributes with dependencies?

I'm trying to create a report for using an onboarding form, and who is requesting hardware, which is done with a custom attribute on that form.
In the report I'm filtering by the form and I would like to also filter out for a selection on tha...

1 Answer

Nathan Ignatz Last activity on 1/10/2024 10:32:47 AM by Mark Sayers

Users Import Job Question

Hello,
Our import job for users had been running fine for quite a while until early December when it suddenly stopped. We can't figure out any reason as to why. We've tried restarting the server where the file TDX uses lives but that hasn't r...

1 Answer

Riley Fay Last activity on 1/9/2024 3:27:59 PM by Riley Fay

Values in "contains" field

Hi,
I'm building automation rules to pick up key words from a description field. How must the sought-after values be formatted?
Right now, I have them listed with commas, but the rule is not catching them.
I think you're going to say...

1 Answer

Sheila McBride Last activity on 1/9/2024 3:25:30 PM by Mark Sayers

Updating Project Manager via API

Is it possible to update the Project Manager via the API? I've tried both the Patch Project and Update Project methods and receive a success response to the call, however, the project is not actually updated.
We are using a placeholder record...

1 Answer

Corrine Knox Last activity on 1/9/2024 3:01:51 PM by Mark Sayers

Project Status not displaying

Hi,
I have entered a number of project status options for our PM team to choose from when they update a project. However some of them do not appear as an option to select from within the project. I have the project status set to active and...

2 Answers

Michael Horn Last activity on 1/22/2024 1:18:29 PM by Michael Horn

Due Dates vs SLAs

We are looking to implement 15-day due dates for Software and Hardware type tickets and report on overdue tickets.
I would like to ask the community if it in their experience it is better to use SLAs based on type or add due dates to ticketin...

1 Answer

Anderson Hanchett Last activity on 1/10/2024 12:34:31 PM by Brittany Renn

Migrating from Microsoft Project to TDX

Hello,
Our organization is currently migrating from Microsoft Project to TDX. Is there any kind of API or import process to avoid us having to recreate these manually?

1 Answer

Ryan Folks Last activity on 1/9/2024 11:51:17 AM by Mark Sayers

Ticket History Report - does not seem to be working properly

Hello,
I have used the Ticket History report for a couple of years. It seems to be working differently and incorrectly since the recent upgrade.
The totals seem to be the same for several different date ranges that I enter so I ran a rep...

2 Answers

Shannon Sharon Last activity on 1/8/2024 2:08:32 PM by Shannon Sharon

Approval access and User reports to list

Good Afternoon,
I have a couple of questions..
Is there a way to find out who has access to approve Change Requests? Is there a way to find out whos change request someone can approve?

1 Answer

Rick Garcia Last activity on 1/5/2024 3:39:15 PM by Mark Sayers

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