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.

What is the character length of the Project ID field?

What is the character length of the Project ID field?
1 Answer
Rebecca Murphy Last activity on 9/7/2023 2:28:59 PM by Mark Sayers

Automation Rules: Assign to a set of users directly

Hello!
Can some explain if an automation rule can assign to a set of individuals instead of a group provided all the conditions are met. I am preparing for implementation and do not have access yet.
Thank you!
1 Answer
Michael Rodriguez Last activity on 9/7/2023 10:31:14 AM by Brittany Renn

Adding Portfolio Issues

Are TDnext users beyond the portfolio "manager" able to add issues to an existing portfolio w/in the analysis application? If so, how is that setup?
1 Answer
Rebecca Murphy Last activity on 9/6/2023 11:37:11 AM by Mark Sayers

Delete a project status comment

Hi,
I have an incorrect information in a comment that I saved when I updated a project. Is there a way to delete that information?
1 Answer
Martha Bernholz Last activity on 9/5/2023 3:10:42 PM by Brittany Renn

Project update schedule email characters

I am working on new language for the project update schedule email. Do we have the option to make some of the langauge "stand out?" Such as using bold or italics? I notice this is an option in the project update templates, but I am not seeing it ...
2 Answers
Julianna Smolka Last activity on 9/5/2023 2:24:37 PM by Julianna Smolka

Services page - my favorites?

Is there a way to show my favorite services on the main Service Catalog page of a portal?
1 Answer
David Tod Last activity on 9/5/2023 10:33:54 AM by Mark Sayers

Asset parent in a different application

I know you can define a relationship to a different application, but my poking around suggests that a parent cannot be in a different application. Is that right?
1 Answer
David Tod Last activity on 8/30/2023 1:14:07 PM by Brittany Renn

Cell Phone Text Messaging Capabilities

Hi,
Does the ticketing system support cell phone text notifications via the use of a form? Facilities is wondering for their emergency requests if there's any way to build a text notification to their cell phone vs. an email?
Thanks,
Ma...
1 Answer
Malia Gallardo Last activity on 8/30/2023 11:12:52 AM by Brittany Renn

QR Codes in sandbox and production

We would like to know if the same qr code is generated for each asset in sandbox as in production? We are testing assets in sandbox and the assets team wishes to start labeling but I have them standing by until we confirm the codes in both syst...
1 Answer
Ivan Williams Last activity on 8/30/2023 9:53:30 AM by Mark Sayers

Knowledge Base Article Report - "Read By" aggregate options

What are the definitions for "Read By" aggregate options in the knowledge base report?
Average Maximum Minimum Sum
Specifically, if the definition for the "Read By" value is "The number of unique viewers of the artic...
1 Answer
Vance Smith Last activity on 8/29/2023 12:02:42 PM by Mark Sayers

Allow Public Requestor on Form

We are creating tickets from IvyQuantum Live Chats using the API, but when the email is not matched, the Requestor is blank. Is there a way to allow public requestors and enter the contact info as read only without creating an active service in ...
1 Answer
Scott Cory Last activity on 8/28/2023 1:24:17 PM by Mark Sayers

Changing Email Replies

We need to change our application-level Email Reply address to a new Modern Auth address and other reasons. However, after successfully making the change and forwarding "old" email replies to the new Inbox, the "old" messages are being posted in...
1 Answer
Tevis Boulware Last activity on 8/28/2023 11:40:13 AM by Mark Sayers

SLA Pause

Hello,
Is there a way to manually pause existing tickets with SLAs? I don't see a way but wanted to confirm.
Thanks,
Phuong
1 Answer
Phuong Hoang Last activity on 8/28/2023 9:50:50 AM by Brittany Renn

iPaaS form attachments

What is the best way to iterate multiple attachments in an iPaaS flow from a submitted form? I'm using For Each and manually setting the Row with a property and incrementing every loop but it seems like there should be a better way.
1 Answer
JAMES HOUSEHOLDER Last activity on 8/28/2023 10:20:45 AM by Mark Medaugh

iPaaS forms theme

Are we able to create our own themes? Is there a way to override all the theme colors?
1 Answer
JAMES HOUSEHOLDER Last activity on 8/29/2023 4:09:58 PM by Jordyn Mancini

Set Parent API Array error

How do I fix my array?

endpoint: https://mysupport.domain.edu/TDWebApi/api/{appId}/tickets/{id}/children
body
{ "childTicketIds" :[ "14624090" , "14624084" , "14624079" , "14624074" , "14623941" , "14623...
2 Answers
Scott Cory Last activity on 8/25/2023 3:28:59 PM by Scott Cory

Storing Customer Passwords Data From Forms

Hey folks,
I'm trying to support our desktop technician team with getting their customer-owned device intake process into TDX. The largest concern they have is that since they work on personally-owned devices, they frequently need to collect ...
1 Answer
Colin Murray Last activity on 8/24/2023 4:09:40 PM by Mark Sayers

Ability to edit all projects

Is there a way to enable one person / TDAdmin user to be able to edit any/all projects from TDNext without having to add them as manager or alt manager?
We are inputting, editing and organizing 100+ projects as we try to get a PMO structure i...
1 Answer
Wendy Helm Last activity on 8/23/2023 1:28:08 PM by Brittany Renn

Removing Previous Owner from the Assets' users - Asset Importing

This was brought up by one of my technicians while trying to do a mass Asset update and asked if it was possible to have the previous owner removed from assets' users. We know this is possible via Assets > Update with the checkbox below the Ow...
1 Answer
Nicholas Steinmetz Last activity on 8/22/2023 12:46:57 PM by Brittany Renn

Google Analytics view_search_results?

Hello, I am setting up an exploration in GA4, and I want to use the predefined view_search_results event as a filter. However, as the screen capture shows, there is no term-specific historical data is displayed. I have configured view_search_re...
1 Answer
Tevis Boulware Last activity on 8/29/2023 5:02:48 PM by Mark Sayers

Report builder

We are about to go through a major change of reimaging computers and changing the names of those computers, Currently we have reports that are looking for the old name of those computers, I'm assuming once those names change and we run that repor...
1 Answer
James Richard Last activity on 8/21/2023 11:45:16 AM by Brittany Renn

Calendar Application and Tickets Calendar and Ticket Searches Not Showing up in Feeds

Hi there,
I'm losing my marbles over this one. I've looked everywhere I can think of and so I need your help in thinking of where I didn't look :-)
Calendar Application Based on this Working with the TeamDynamix Calendar KBA...
1 Answer
Damon Stennett Last activity on 8/18/2023 1:28:45 PM by Brittany Renn

New User needs to access custom content.

I have a user who is new to TDX. There is content that they know exists that they want to add to their desktop by editing the desktop.
But when they click on Edit Desktop, they cannot find the content to add.
I am thinking that this is ...
1 Answer
Mathew Chandler Last activity on 8/18/2023 9:48:07 AM by Brittany Renn

Knowledge Base Article and Time Type field visibility

Hello,
Is there a way to control the visibility of the Knowledge Base Article field and the Time Type fields when updating a ticket?



We are looking to hide these fields on a specific form.
Thanks,
Krysten
1 Answer
Krysten Adler Last activity on 8/17/2023 4:06:00 PM by Brittany Renn

Automatically Notifying a Requestor that a Ticket is On Hold (Awaiting their input)

When we put a ticket on hold awaiting customer/requestor input, can the requestor be notified automatically at certain intervals that the ticket is on hold awaiting their input/response? We are considering creating a new "hold" status of "Waitin...
1 Answer
Greg Dec Last activity on 8/16/2023 8:32:05 AM by David Tod

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