Questions

Create a ticket from IvyQuantum end of chat transcripts

Our Ivy.ai support team is working to configure an integration that will create a ticket in TeamDynamix for each visitor that contains their Live Chat transcript when they interact with an agent. We were hoping to use the API, but it appears a e...

2 Answers

Scott Cory Last activity on 9/1/2023 4:18:48 PM by Scott Cory

Report for Workflow Approvals

Is there a way to get a report that will show all workflow approvals and who was the user that approved it?
I'm trying to get a count on who is the majority approver for our workflows, but I'm only seeing the ability to get a report on Workfl...

1 Answer

Nathan Ignatz Last activity on 8/15/2023 2:22:40 PM by Brittany Renn

TD project plan % complete inaccurate

I have a project plan that has in several in progress tasks that are less than 100% complete. However, the overall plan % complete is showing as 100%. I have tried checking the plan out and checking it back in hoping that would fix it, but no luc...

1 Answer

Tracey Davis Last activity on 8/15/2023 10:43:00 AM by Mark Sayers

Mixing Public and Private Services?

Hello. What are your recommendations for mixing public-facing services and services that require a login?
Do you have to put the public and private services in separate service catalog sections?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 8/15/2023 9:04:00 AM by Mark Sayers

Change the 'Make Comments Private' Checkbox default for projects to UNCHECKED

https://solutions.teamdynamix.com/TDClient/1965/Portal/Questions/Details/124219
Is this response still accurate in that it cannot be done systematically? I know we were able to make that change for Tickets, and would like to be able to do ...

1 Answer

Rebecca Murphy Last activity on 8/14/2023 2:30:36 PM by Mark Sayers

Report Date Project Survey Sent

We have a department goal that 100% of projects have a project survey distributed @ closure. We don't care if a response has been received or not, just that it was sent.
I looked in the data sets for both project and survey response w/in...

1 Answer

Rebecca Murphy Last activity on 8/14/2023 2:23:50 PM by Mark Sayers

Using Custom Forms on Client Portal

Hello,
We are in the process of building out our Service Catalog and are creating custom forms in TDAdmin to assist under TDAdmin > Applications > Tickets > Forms. However, when working in the Service Catalog, I don't see all of the ...

1 Answer

Riley Fay Last activity on 8/14/2023 9:06:05 AM by Mark Sayers

Clients sending help requests to the Replies email address

(We use GMail, BTW) From time to time, clients will send requests for help to the Replies email address. Since the message doesn't contain a token, the message isn't processed. The Replies monitor log had a message like this:
Error encou...

2 Answers

John Shearer Last activity on 8/11/2023 3:29:05 PM by Becky Klein

Creating a new ticket in a separate ticketing app with workflow

Is there a way to have a workflow in App A create a ticket in App B without using web services or iPaaS?

1 Answer

Jason Rider Last activity on 8/11/2023 11:21:20 AM by Brittany Renn

iPaaS Form code

Where can I find the code from the Workshop: Building Unique iPaaS Forms - CONVERGE 2023

1 Answer

JAMES HOUSEHOLDER Last activity on 8/11/2023 1:40:37 PM by Michael Turner

Can I Hid Tags From Other Applications?

Is there a way to hide / separate Tags from one applications? In my Organization I have one application called IT Tickets and another one called Legal Department. they both work completely separate types of work orders. They are wanting to know t...

1 Answer

Jason Heaton Last activity on 8/11/2023 9:35:49 AM by Mark Sayers

OpenAPI or Swagger for TDX API?

I think I've asked this before, but is there an OpenAPI definition for the TDX API? It would make life a lot easier.

1 Answer

David Tod Last activity on 8/10/2023 3:39:03 PM by Mark Sayers

Time Tracking for Consultants

Is it possible for an admin to enter actual hours on a project for an external resource? Resource cost is tied to the resource but we use many consultants & it doesn't make sense to provide access & train all of them. However we do need t...

1 Answer

Kristen Carter Last activity on 8/10/2023 9:35:34 AM by Brittany Renn

{{UpdateText}} tag passing HTML in email notifications

Hi, I am utilizing a custom notification template for a handful of applications. I am having an issue that the update text is passing html tags as a string into the email.
Is there anyway around this?

The code for my notification ...

1 Answer

Naseem Benjelloun Last activity on 8/9/2023 12:53:51 PM by Brittany Renn

company email to a TD "ticket" to be tracked and assigned?

Is there a way that an email can be forwarded to TD where within the application that 2 employees oversee it and that they can then create a ticket to be edited and assigned to a responsible employee or group within that same application?
ple...

2 Answers

Justin Manibog Last activity on 8/9/2023 10:41:50 AM by Justin Manibog

Ticketing Form Static Content

In Ticket Forms there is an option to add Static Content to the form. This content will render on the ticket creation page and the ticket edit page. Is there a way to also get this content to render on ticket update pages?
Thanks,
Tyler

1 Answer

Tyler Shellman Last activity on 8/9/2023 9:07:57 AM by Brittany Renn

iPaaS Forms Custom Field Actions and Conditions

Would it be possible to expose the actions and conditions for the custom type field in iPaaS forms? I am trying to show a list of software from our inventory that is available to users and have it load the data from the flow on initialization. Th...

1 Answer

Tyler Steele Last activity on 8/22/2023 1:46:35 PM by Brittany Renn

Global SLAs

Hello,
I created an SLA that requires a technician to respond to a ticket within two business days and I would like to make it so that this SLA is applied to every newly created ticket in our system moving forward. Currently, I have only foun...

1 Answer

Riley Fay Last activity on 8/8/2023 12:17:20 PM by Mark Sayers

Notify a Contact upon adding Contact to ticket

Hello,
Is it possible (maybe via webhook?) to have someone notified if they have been added to a ticket as a contact through the People tab? For instance, we have some tickets where a technician has ownership of a ticket and added another tec...

2 Answers

Halea Dickinson Last activity on 8/8/2023 11:21:08 AM by David Tod

Roles and/or Permissions

Hello...is there role that can be assigned to users like "agent" or "technician" that can access TDNext and a role for everyone else to access TDClient? If not, is it just granting the user access to either TDNext, TDClient, or TDAdmin? For eithe...

1 Answer

Michael Rodriguez Last activity on 8/8/2023 9:03:57 AM by Mark Sayers

Creating RSS Feeds

Is there a way to create an RSS feed of all of the comments on tickets submitted through an application?
Ideally we would like to see the newest comments on any ticket that is open within the application. I see many questions about creating t...

1 Answer

Jenna Edwards Last activity on 8/7/2023 4:33:27 PM by Mark Sayers

Asset Configuration?

Hello, I did a search on Asset Configuration and couldn't find a lot of detail. I am looking to distinguish between the following asset properties and am making the following assumptions:
Owner-person/organization that is financially resp...

1 Answer

Tevis Boulware Last activity on 8/7/2023 2:05:23 PM by Mark Sayers

C# Admin Authentication via WebAPI

Do you happen to have an example for how to authenticate to the webapi with C# using the BEID and the web services key? All the information I can find just shows how to do it with a user name and password.

Thank you!

1 Answer

Mariah Rible Last activity on 8/4/2023 12:39:45 PM by Mark Sayers

Reporting - is there a report that will show me what Repsonsble group is assigned to a form?

Hello,
I'm interested to see if there is a report that I can input a responsible group and get a list of the forms assigned to it?

For example, I want to see every form that has a Responsible group of HD Questions, or Filse Share Se...

1 Answer

Eugene McGeehan Last activity on 8/9/2023 9:43:21 AM by Brittany Renn

URL that automatically selects a Ticket Template in TDNext

Hello Everyone,
in TDNext, we can have a direct link that automatically selects a specific form by putting "formId=#" in the URL.
Is there something similar I can use to automatically select a template as well?
For example:
/TDNext/Ap...

2 Answers

Ashbinder Saini Last activity on 8/3/2023 2:49:04 PM by Ashbinder Saini

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