Questions

Modified By ticketing attribute filtering in reports

Why is it that some standard People type Ticketing attributes allow report filtering on "has a value" and "has no value", and some do not? For example, Requestor and Dept. Manager allow these filtering options, but Modified By does not. We wan...

1 Answer

Jon Ricketson Last activity on 11/14/2023 2:17:05 PM by Mark Sayers

Task Templates

Is there a way in TDX of "tagging" a task template of who owns them (and therefore is responsible for updating/modifying the tasks)?
Thanks.
Sharon J.

1 Answer

Sharon Jarmoc Last activity on 11/14/2023 12:05:02 PM by Mark Sayers

Deleting a User from a List in iPaaS

Hello, I have two lists of users, list A and list B. Currently I have a for each loop that will go through each user in list B and check to see if the user is in list A. If the user is not in list A, then the user is deleted from list B which is ...

1 Answer

Jennifer Jennings Last activity on 11/14/2023 11:18:29 AM by Jennifer Jennings

Announcements?

Do Admins have the ability to create announcements like the ones TeamDynamix Admin posts?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 11/14/2023 9:07:24 AM by Brittany Renn

iPaaS API for Portfolio Planning

Hi, I am trying to set up some flows that can retrieve data about Projects from Portfolio Planning. Is there an API for Portfolio Planning that can interact with Scorecards or it is part of another API? If not, what are some ideas on accessing ...

1 Answer

James Cherry Last activity on 11/14/2023 9:18:24 AM by Mark Sayers

Time and Expense adjustments/edits

Is it possible to adjust or edit time after they've been entered on a ticket in the T&E tab? See attached.

1 Answer

Tony Dufault Last activity on 11/13/2023 3:51:01 PM by Mark Sayers

Requestor change with automation

Is there a way to change the requestor on a ticket with automation? We are getting alerts from an email address and they get sent to our tech support email. They have the name of the domain user in the subject line and can also add it anywhere in...

1 Answer

Justin Goode Last activity on 11/13/2023 2:42:01 PM by Mark Sayers

Email Signatures and Notifications

I have noticed when people reply to ticket notifications from outlook, TDX tries to capture their signature as an image. It looks reasonable in the ticket but in the notification it seems like the image is about 10x the size of the original image...

1 Answer

Justin Goode Last activity on 11/13/2023 1:03:53 PM by Mark Sayers

FCR reports and ITDL reports

Does TD have the capability to run FCR (First Call Resolution) reports?
Was just hit with that question, but they also mentioned that there was a way to run an ITDL report in TDX based on our version. we are using version 11.8

2 Answers

Justin Manibog Last activity on 11/13/2023 1:29:36 PM by Greg Van De Mark

Project Task Pie Chart

I am trying to create a Pie chart for a specific project with pieces of the pie indicating percent of project tasks in each Task Status (In progress,completed, overdue, not started, delayed).
It seems as though "Task Status" is not coming thr...

1 Answer

Wendy Helm Last activity on 11/10/2023 1:14:50 PM by Brittany Renn

Assign/Reassign Ticket on Ticket Update Page

Is there a way to make this field required so our TDNext users aren't blanking it out?

1 Answer

Brett Harkrader Last activity on 11/9/2023 2:46:07 PM by Mark Sayers

Can I associate a ticket and a configuration Item?

Hi all, I am trying to associate a ticket with a configuation item using the API but I am not seeing a method to do so?
Am I just missing the option or is this not supported?
Thank you!

1 Answer

Brandon Ferrotta Last activity on 11/9/2023 2:38:28 PM by Mark Sayers

Editing the Maintenance Activity form

Good afternoon
USNH is currently building out a change enablement process in TD. We would like to make some changes to the Maintenance Activity form (+Add>Maintenance Activity), such as changing "Due date" to "End Date"
I cannot find t...

1 Answer

Eugene McGeehan Last activity on 11/9/2023 2:03:00 PM by Mark Sayers

Releases Changed to Service Request

I haven't done much with Releases, and I can't find any KB information. I have a form that is configured as a Release, but when the ticket is created, the ticket is coming in as a Service Request. I need to be able to add child tickets to the r...

1 Answer

Tevis Boulware Last activity on 11/9/2023 12:20:21 PM by Brittany Renn

Tracking Time

Is there a way to track time without having a project or ticket to connect to the time? One team doesn't normally work tickets; they only work with vendors and internal customers. Is there a way to track the time consulting with vendors, meeting ...

1 Answer

Rhonda McAfee Last activity on 11/9/2023 12:17:34 PM by Brittany Renn

Adding CCs to Tickets

The feature to add CCs as contacts has been a great improvement, but we still see with emails where people are CC'ed and their email address is not tied to any TDX person record, that they are not added as contacts on the ticket. Is there a way t...

1 Answer

Isaac Ramirez Last activity on 11/9/2023 11:03:58 AM by Mark Sayers

"Service request created" fields doubled

Hi!
I was made of aware that when a user receives a notification via email room and location are doubled. We do not just these fields at all. Where would I edit this?

1 Answer

Michael Rodriguez Last activity on 11/9/2023 9:40:57 AM by Mark Sayers

Services for multiple ticket apps.

Currently I have 3 ticketing apps on my platform. The powers at be would like to do a type of 'contact us' service because they didn't want to do the 'questions' area. Is there a way to make a service that would wait until an attribute has been s...

1 Answer

Justin Goode Last activity on 11/8/2023 3:49:51 PM by Mark Sayers

Responsible field on Update Screen

Is there a way to move the (new) Responsible field on the ticket Update screen to a different location?!
It is fine where we have it on the initial/new ticket form, but the location of the field on the Update screen is a bit inconvenient and ...

1 Answer

Carmen Chastine Last activity on 11/8/2023 12:27:22 PM by Mark Sayers

App Admins user/group provisioning

Hi,
Should app Admins be able to add members to a group or update their notification preferences ? Do they need to be a manager of the group and belong to that group even though they are an app admin of that application?
Sharon J.

1 Answer

Sharon Jarmoc Last activity on 11/8/2023 9:16:05 AM by Mark Sayers

Need clarification on three ticket fields

I'm trying to find something that tells me what the differences are and potential uses for the following ticket fields:
Notify, Notify Other People and Other Email Addressess
Do they have to be employees? Can they be Client users only? ...

1 Answer

Virginia Jacob Last activity on 11/7/2023 9:44:32 AM by Mark Sayers

Project Task Assignment (Multiple) Notification Template

I'm currently trying to find and edit the template for notifications about project task assignment, but I haven't been able to identify which template it is.
I have check all templates under Project and Task Notification Templates.
Can yo...

3 Answers

Harrison Fleisher Last activity on 4/18/2024 2:07:03 PM by Taren Conley

How to Determine a Tickets "Ticketing Application"?

I don't seem to be able to find an attribute that specifies the underlying ticketing application for a ticket. I have a report in Analysis that spans multiple ticketing applications, and when I iterate through the report in IPaaS (or other API),...

1 Answer

Tevis Boulware Last activity on 11/6/2023 3:00:08 PM by Mark Sayers

Assets in forms

I have a technology disposal form that I created that will search for assets within our inventory application. if the asset is not in there I have a text box to enter in the info we need manually. Is there a way let's say someone has 3 assets to ...

2 Answers

James Richard Last activity on 11/7/2023 8:47:28 AM by James Richard

Performance Reviews

Hello!
I am curious if anyone has ever used TDX for employee performance reviews? If so, could you share your process?

1 Answer

Michael Rodriguez Last activity on 11/8/2023 10:44:03 AM by Mark Sayers

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