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.

Related articles

Is there a limit to the number of "related articles" we can have on a service?
1 Answer
Danee Gunka Schwartz Last activity on 9/29/2023 1:36:17 PM by Mark Sayers

emailing to a cell phone

I would like to set up a "generic" user within teamdynamix that only has basically an alert/notification email and will only be used in a workflow so that we can notify someone when there is an urgent maintenance ticket come into our queue. Is...
1 Answer
Darla Bury Last activity on 9/27/2023 3:24:39 PM by Mark Sayers

Adding Tags to Existing Report

Hello,
I have a ticket report that we use year after year and add new tags to as they are created. I've noticed that when I add a new tag all the tags that were listed previously are unchecked if they aren't on that first page of the search....
1 Answer
Rachel Renckly Last activity on 9/26/2023 10:58:41 AM by Mark Sayers

Asset Find Report

Is there a way to take a list of Serial Numbers from an excel spreadsheet, and apply that to a filter or a report to find the asset in the system? I am trying to locate a list of 400+ assets so I can grab the Tag Number that we have associated wi...
1 Answer
Nick Christiansen Last activity on 9/26/2023 10:26:23 AM by Brittany Renn

Desktop Auto-Refresh is not working

We've noticed that the desktop is not auto-refreshing.
We have the setting checked off and are not aware of anywhere else to make this update:

I took responsibility for a ticket and it did not move to "my tickets" report until I manuall...
1 Answer
Sarah Glatz Last activity on 9/26/2023 10:33:22 AM by Brittany Renn

Kb & Waterfall Plan Focus jumps to the top of the screen when editing

In the KB, anytime the dialog box is used to edit something like an image or link, once you close that dialog TD throws you back to the top of the article.
Incidentally, this also happens when checking out a project plan. For example, when v...
1 Answer
Sarah Glatz Last activity on 9/26/2023 10:29:01 AM by Mark Sayers

Need to add a resource to a project request, or change the requestor.

Hello!
I need to allow a user to make changes to a submitted project request. In order for the user to do that they need to either be the requester or a resource on the request.
When I try to add a user as either of those, I am presente...
1 Answer
Ashley Bouchie Last activity on 9/26/2023 9:11:33 AM by Brittany Renn

Ticket Details Print View

Good afternoon,
On the Details page of a ticket, some fields are automatically built in TDNext, such as type, service, & priority. Is there a way to move these fields so that the name and other custom fields can appear first in the ticket...
1 Answer
Valencia Ingram Last activity on 9/25/2023 4:33:20 PM by Mark Sayers

Setting Ticket Contacts

Can a custom People Attribute on a ticket be set to automatically become a Contact on that ticket? This seems like a common need. We are collecting several names of People in various roles on some tickets, and we would like them to be Contacts ...
1 Answer
Jon Ricketson Last activity on 9/25/2023 12:52:31 PM by Brittany Renn

Project appears 100% complete, but there are still open tasks

Hello, I'm wondering why my total % complete says 100% when I clearly still have tasks which have not been completed. Screen shot is below.
1 Answer
Sarah Glatz Last activity on 9/25/2023 9:24:07 AM by Mark Sayers

Can a Project Request Be Copied Into a New Project Request

We have to create the same project request for multiple departments, so the only difference is the department name. Is there a way to copy the project request to create a new on like you can with a Project?
1 Answer
Rachel Renckly Last activity on 9/22/2023 11:47:12 AM by Mark Sayers

Article for Creating a Ticket Task Template

Is there an article on how to create a ticket task template? Is this function limited to admin users only? Thank you!
1 Answer
Megan Massaro Last activity on 9/22/2023 11:23:05 AM by Mark Sayers

Model list based on Type or Manufacturer

Creating custom asset forms - If I have a form for Laptops and a form for Printers - can the list of manufacturers and models be tailored based on the form (or at the manufacturer level?) currently when I add a printer - and then select "HP" bot...
1 Answer
Gary Sheldon Last activity on 9/21/2023 2:55:52 PM by Brittany Renn

View Closed Projects on the Portal?

Morning! Is there a way for portal users to view Closed project information on the Portal?
1 Answer
Rebecca Murphy Last activity on 9/19/2023 10:34:17 AM by Brittany Renn

disable SLA notification messages for one user?

Another department uses TDX only a little bit to manage one process that also requires my department to be involved. One of the people in that other department submitted a request to disable SLA violation notification emails for their supervisor....
1 Answer
Becky Klein Last activity on 9/19/2023 9:01:06 AM by Brittany Renn

Create Scheduled Tickets from Date Attribute

Greetings,
We would like to create Scheduled tickets based off of a custom attribute on a few of our Configuration Item fields. For instance we have a Configuration Item for Applications where I would like to have a scheduled ticket created...
1 Answer
Rik Miller Last activity on 9/18/2023 3:54:31 PM by Mark Sayers

People Import

Hello TDX!
I am testing in the sandbox, and I noticed the provided template in TDNext does not have the fields to define the default client and the security role for users. Does this method of import not allow that? I tried adding those field...
1 Answer
Michael Rodriguez Last activity on 9/18/2023 11:01:58 AM by Mark Sayers

Asset/CI's on ticket reports

We have been unable to include Asset/CI information on ticket reports and I have seen that there have been many asking the same question. While the answers are consistent that it is not available functionality, are there plans to add this featur...
1 Answer
Sandra Violette Last activity on 9/18/2023 9:21:33 AM by Mark Sayers

MFA

Hello. Does TDX offer 2fa options for non SSO authentication (external access)?
1 Answer
Michael Gonzalez Last activity on 9/15/2023 12:43:15 PM by Mark Sayers

Asset Import - multi-value attributes

Can you import an attribute that can have multiple values, e.g.

if so, what's the format of the value in the import file?
2 Answers
David Tod Last activity on 9/15/2023 9:55:39 AM by Mark Sayers

Converting to Shared Mailbox and MS OAuth2

Hi all,
I'm wanting to switch all my generic Microsoft Exchange email accounts that I use for TDX (monitoring, replies, etc.) into shared mailboxes so I don't have to deal with password updates. I have a question about the process for those o...
1 Answer
Dan Olivas Last activity on 9/15/2023 9:40:36 AM by Brittany Renn

Alternative to using variable in URL

We are working on a webhook to update a ticket with the IvyQuantum Live Chat transcript. The API endpoint is: https://oursupport.domain.edu/TDWebApi/api/{{app}}/tickets/{{id}}/feed
The Ivy webhook UI does not allow us to replace variable in...
1 Answer
Scott Cory Last activity on 9/14/2023 3:19:58 PM by Mark Sayers

Ticket Actions - can we remove options

We do not want our technicians to be able to "Unassign" incident tickets or service requests and we do not want our technicians to remove workflow. Where can these modifications be made in the TD platform?
1 Answer
Chrissie Kenny Last activity on 9/14/2023 10:45:09 AM by Mark Sayers

User back after break

Hello
We have an user who took a brief break and is back. At that time when the user had left, we have deactivated the resource and now that the person is back we have set the status back to active in the Users section.
How to show that t...
1 Answer
Meena Murali Last activity on 9/13/2023 4:52:13 PM by Mark Sayers

Project Count Report

I am trying to do a project count report by resource by type for each resource in our department. They should be included if they are assigned as an a resource at the point in time the report is run.
I am using the Analysis application, and ...
1 Answer
Rebecca Murphy Last activity on 9/13/2023 12:13:19 PM by Rebecca Murphy

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