Questions

Using a Service Ticket to create a Project

We are discussing the possibility of creating a "Submit a Project" request ticket that would require a form be completed with all the necessary information about this requested "possible" project as well as a.) kick off a workflow for approvals f...

1 Answer

Darla Bury Last activity on 7/24/2023 8:59:55 AM by Mark Sayers

Why aren't client users showing up in the new asset application?

I recently created a second asset application and for some reason I am unable to assign the application to any of my clients so I can make them owners on the assets. I have compared the settings for this asset app to our initial/primary asset app...

1 Answer

Kathy Pauley Last activity on 7/21/2023 9:12:28 AM by Mark Sayers

Sandbox refresh deactivating workflows

I have just found out that after the sandbox refresh all workflows were deactivated. That is a new step this refresh and I'm wondering why TDX has decided to do this. That is the majority of our testing in the sandbox. Is there an easy way of r...

2 Answers

Danee Gunka Schwartz Last activity on 7/20/2023 2:40:54 PM by Danee Gunka Schwartz

Can I report on tickets "moved to application"

Hello,
I want some data around how many tickets we end up moving to another application.
Ideally, I would like to know how many tickets are moved from our application to another.
However, I would even be grateful for a method to repo...

1 Answer

Sarah Glatz Last activity on 7/20/2023 3:14:47 PM by Brittany Renn

Software Application Information

How do you keep track of software applications that support and enable services and the various attributes on them? It seems like they should be configuration items, but standalone configuration items seem quite limited (e.g. their attributes are...

2 Answers

David Tod Last activity on 7/19/2023 1:21:51 PM by David Tod

Setting Default Value in an IPaaS Form Listbox

A simple question (I hope). I have a multiple-choice list box that I populate with a flow (list of ticketing applications) and after the flow initializes the list box I can't seem to set a default choice. I have used a Data Initialization condi...

1 Answer

Tevis Boulware Last activity on 7/20/2023 3:43:56 PM by Michael Ligouri

Where to download TeamDynamix Asset Discovery Agent

Can you give me a link where I can download the TeamDynamix Asset Discovery Agent?

1 Answer

Ivan Williams Last activity on 7/19/2023 1:14:54 PM by Brittany Renn

Calendar for appointments

we currently use google calendar for what we call equipment distribution. These appointment date and times come directly from our tickets (not automatically). what is the best option and how to do this with the TDX calendar application?

...

1 Answer

James Richard Last activity on 7/18/2023 11:35:48 AM by Mark Sayers

API Projects Briefcase Folders

Does anyone have an example of a working API that pulls the Files list from a folder

1 Answer

Jeff Phillips Last activity on 7/21/2023 4:27:40 PM by Mark Sayers

Customize Card Wall Card Fields

For waterfall plans, I can customize the names of Fields 1-10.
Where can I do that for Card Walls?
And, how can I see those fields w/in the card itself for updates?

2 Answers

Rebecca Murphy Last activity on 7/18/2023 10:45:53 AM by Rebecca Murphy

Project Request Form

Hi, we have added fields to our intake/project request form. However, when I view the request in Portfolio Planning, not all fields that have been populated are appearing on the request. How can I fix this? Thank you,
Kathy

2 Answers

Kathleen Flaherty Last activity on 7/17/2023 1:40:40 PM by Kathleen Flaherty

Allow Button Script on Client Portal

Hello,
I am trying to use this code on our Client Portal to create a "Live Chat" button that will interact with the Ivy chatbot on that page.
<button onclick=" ivyapi.open ({question: ‘Live Chat’}); return false;">Live Chat<...

1 Answer

Scott Cory Last activity on 7/17/2023 12:44:08 PM by Brittany Renn

Custom Ticket Attribute not Populating with Asset

Hi,
We have a custom ticket attribute that is an asset type. For multiple months, we were creating tickets through the API and populating that field with an asset ID. Starting in June, the custom attribute does not get populated when the tick...

1 Answer

Isaac Ramirez Last activity on 7/17/2023 9:46:51 AM by Mark Sayers

Services for staff only

Hi there!
I am working on creating services that can only be used by faculty and staff, however when I set it up to exclude students and test it, our students can still see and request the service. I have searched here to see if there is a s...

1 Answer

Randi Buckley Last activity on 7/14/2023 3:24:41 PM by Mark Sayers

where to find License totals/situation?

Where in the Admin area would License totals be found? Licenses that are being used and how many are available.

1 Answer

Justin Manibog Last activity on 7/14/2023 12:35:35 PM by Brittany Renn

Is there an intro to TD demo

We have a department that may want to use TD but want a demo on its general functionality. Is there a video demo out there I could just send them to show them the "basic" functionality of TD and then I could go deeper if they have further questi...

1 Answer

Justin Manibog Last activity on 7/14/2023 10:10:24 AM by Mark Sayers

Reporting Option - Date Approved

Hello, I am working on setting up a report, and the user would like to see the date that the ticket is approved as part of the report. I know you can look at the ticket to see when it was approved, is there anyway to include that info in a report...

1 Answer

Dylan Quast Last activity on 7/14/2023 9:04:28 AM by Mark Sayers

HTML Module and Pictures (Image Viewer)

I am trying to create a tdx desktop that is exclusively picture based. Clicking on a picture would then take the person to a linked site. I am successful in doing this, but there is one catch. When you click on any image, an image viewer wind...

1 Answer

Troy Timmerman Last activity on 7/13/2023 3:51:25 PM by Mark Sayers

Mass update project request status without triggering notifications

Hello,
We have an area of the University that has traditionally leveraged the Portfolio Planning application to solicit project requests, but have never gone through the process of formally approving or rejecting the request. We have now wor...

1 Answer

Bill MacKenzie Last activity on 7/13/2023 3:21:29 PM by Mark Sayers

Knowledge Base Image Viewer/Pasting

Hello,
We just upgraded from 11.3 to 11.6. Prior to our upgrade, I could paste images into a knowledge base article just fine. After the upgrade, images that I paste are now in a tiny thumbnail form that you have to click on to see. How can I...

1 Answer

Mariah Rible Last activity on 7/13/2023 1:36:41 PM by Brittany Renn

Web Service Post string parameter is being passed with wrong time

I have a Web Service Method that is Posting to the tickets endpoint to create a ticket in another ticketing application.
In the header, Content-type is being set to application/json.
There are parameters set to hold the values from two da...

1 Answer

Scott Williamson Last activity on 7/14/2023 10:57:29 AM by Mark Sayers

Images working in article are now broken

Hi there,
I have a situation where an article with a number of images, which once showed fine, are now broken. Here is the link to the specific article .
Here is a screencap of the result

You'll note that one image works fine. ...

2 Answers

Damon Stennett Last activity on 7/12/2023 4:31:56 PM by Mark Sayers

Product Type on Asset form

How do I get product type as a Searchable CI on an asset form?

2 Answers

Abby Fitcher Last activity on 7/12/2023 4:12:30 PM by Abby Fitcher

Global Visibility of Reports

I'm trying to figure out who can access a report in TDX. We have several ticketing applications, and a user created a report in one ticketing application with global visibility (Everyone with this Application.) Will only users with access to that...

1 Answer

Carol Rudolph Last activity on 7/12/2023 3:50:57 PM by Brittany Renn

Feed filter defaults

Is it possible to set the default filter on the feed? Specifically in projects. For example, have the feed only show comments by default instead of comments, edits, and status changes.
Thank you!

1 Answer

Mariah Rible Last activity on 7/12/2023 11:50:20 AM by Brittany Renn

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