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...
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

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...
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/...
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...
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...
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...
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!
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...
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...
1 Answer
Nick Nunn Last activity on 7/5/2023 4:56:40 PM by Mark Sayers

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