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.
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...
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...
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...
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. ...
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!
Thank you!
1 Answer
Mariah Rible
Last activity on 7/12/2023 11:50:20 AM by Brittany Renn
Clarification of Asset data linking to other data in TD
Good morning.
This question is from the Q&A section of the "Getting started with Asset Management" page:
Q. How does asset data link to other data within TeamDynamix?
A. Assets can be related to people (e.g., to the person...
This question is from the Q&A section of the "Getting started with Asset Management" page:
Q. How does asset data link to other data within TeamDynamix?
A. Assets can be related to people (e.g., to the person...
1 Answer
Eugene McGeehan
Last activity on 7/12/2023 10:03:09 AM by Brittany Renn
SAML Signing Certificate expiration
Hello,
Our sysadmins have let me know that our SAML signing certificate in Azure for TDX is expiring soon. We use SAML Metadata for our SSO configuration. I'm told that the steps outlined on https://solutions.teamdynamix.com/TDClient/1965/...
Our sysadmins have let me know that our SAML signing certificate in Azure for TDX is expiring soon. We use SAML Metadata for our SSO configuration. I'm told that the steps outlined on https://solutions.teamdynamix.com/TDClient/1965/...
1 Answer
Pamela Jordan
Last activity on 7/12/2023 9:58:32 AM by Brittany Renn
Automation Rule not applying workflow to ticket
Hello,
We have a automation rule that grabs a certain type of ticket, and then changes the impact, urgency, priority, and assigns to a workflow. The automation rule works-ish. I successfully changes the responsibility, impact, urgency, but fa...
We have a automation rule that grabs a certain type of ticket, and then changes the impact, urgency, priority, and assigns to a workflow. The automation rule works-ish. I successfully changes the responsibility, impact, urgency, but fa...
1 Answer
Justin Gonzales
Last activity on 7/12/2023 9:27:51 AM by Brittany Renn
Web Service Post string parameter is being passed with plusses instead of spaces
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 text/json.
There are parameters set to hold an integer for ticket ID, and...
In the header, Content-type is being set to text/json.
There are parameters set to hold an integer for ticket ID, and...
1 Answer
Scott Williamson
Last activity on 7/12/2023 10:31:12 AM by Mark Sayers
In Project Plans, is it possible to default the "Notify on Task Start" flag to No when copying production data to a non-production environment?
The Preview environment recently sent email notifications to task resources because this flag was set to Yes in Preview. This is obviously confusing. Is there a way to default this flag to No in non-production environments?
Thanks,
Kath...
Thanks,
Kath...
1 Answer
Kathleen Quinto
Last activity on 7/11/2023 10:47:19 AM by Brittany Renn
Automation Rules vs Workflows
Hi!
Can some one assist me in understanding when to use Automation Rules vs Workflows and vice versa? Thank you!
Can some one assist me in understanding when to use Automation Rules vs Workflows and vice versa? Thank you!
2 Answers
Michael Rodriguez
Last activity on 7/11/2023 9:11:16 AM by David Tod
Automatically Close Tickets
Is there anyway to have the system automatically close tickets after a stated period of time?
3 Answers
Virginia Jacob
Last activity on 7/10/2023 10:58:08 AM by David Tod
API Body Formatting
New to using APIs and I have a question maybe not for TeamDynamix but for another community. I have a Power Automate flow where part of the process creates a TeamDynamix ticket and that is all working perfectly. My question is, do you know is the...
1 Answer
Kevin Beattie
Last activity on 7/7/2023 3:57:42 PM by Mark Sayers
When is an IPaaS form submission template populated
Please see the following. I have a form submission template that works as expected, but the ticket ID that is generated by the flow behind, which does get populated on the form after execution, is not populated in the form submission template.
...
...
1 Answer
Tevis Boulware
Last activity on 7/7/2023 3:09:14 PM by Michael Ligouri
Ticket on hold waiting for a task to be done - but task not in My Assignments
If we have a ticket where we are waiting on someone to complete a task, but want to put it on hold to avoid violating an SLA, then that task assignment won't show to that person under their assignments (because tasks that are children of tickets ...
1 Answer
David Tod
Last activity on 7/6/2023 2:56:48 PM by Mark Sayers
Assign Ticket Status in Workflow
Hi,
I've been reading quite a few questions, and the KB article at https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=4615, but it appears that you can change a ticket's classification in the workflow, but not the ticket status. So...
I've been reading quite a few questions, and the KB article at https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=4615, but it appears that you can change a ticket's classification in the workflow, but not the ticket status. So...
1 Answer
Sheila McBride
Last activity on 7/6/2023 1:49:22 PM by Brittany Renn
Ticket Tasks - "Complete Within" Field
Whenever I create a new task for a ticket, the Complete Within field is always set to 1 hour. I'm wondering if there's a way for me to change it in the settings so that the default is 0 hours and that way we can only assign deadlines to tasks tha...
1 Answer
Riley Fay
Last activity on 7/6/2023 1:06:39 PM by Brittany Renn
Add Product Type to a Form
Can you add product type to a form to allow for reports based on that category?
1 Answer
Abby Fitcher
Last activity on 7/6/2023 11:12:38 AM by Brittany Renn
API - searching for tickets with no person responsibility
Is there a way to use the TDWebApi/api/{appId}/tickets/search method to search for tickets with no person assignment, ResponsibleUid?
I thought you might be able to use null or leave it blank but I still get tickets that are assigned t...
I thought you might be able to use null or leave it blank but I still get tickets that are assigned t...
1 Answer
Nick Nunn
Last activity on 7/5/2023 4:56:40 PM by Mark Sayers