Questions

Auto updating an asset field

I've been asked if there is a way to automate updating the status of about 2200 assets in TDX. We added a new asset field for the 2200 affected assets but would prefer not to set that field on them manually.

2 Answers

Mike Martin Last activity on 6/28/2023 3:57:37 PM by Mark Sayers

Attribute that Saves Selection Order

Are there any attribute types that save the order options are selected when displaying in the ticket view? We're looking to have a "Select Your Top 3 Choices" type of list that is contained within a single attribute but it looks like the Multisel...

1 Answer

Ria Laskowski-Sinnett Last activity on 6/28/2023 2:31:27 PM by Mark Sayers

Automation Rule

Is it possible to automatically close a specific type of ticket from a specific email that comes into a ticketing application?
I tried to create an automation rule and then applied a workflow to automatically close the ticket, however, it doe...

1 Answer

Nick Christiansen Last activity on 6/28/2023 9:15:46 AM by Mark Sayers

Notifications on Status Change

Greetings,
We have specific tickets (All under a specific service) that will need to notify a specific group of people when resolved/closed & Opened/Created. We are using an automation rule to assign the ticket to a specific workflow th...

1 Answer

Rik Miller Last activity on 6/27/2023 9:05:29 AM by Brittany Renn

Can we use API to delete duplicate Assets en masse?

We accidentally created many duplicate assets and need to delete them from our production environment. Due to a misunderstanding, a single import .XLSX sheet contained many rows with duplicate External ID and Service Tag values. The import tool m...

1 Answer

Stephen Wichuk Last activity on 6/27/2023 9:07:39 AM by Brittany Renn

Deleting or changing apps in TDX

Hi,
Is there a way for me to delete change an app type in TDX? I accidentally created a new app as an asset app rather than a ticketing app and I don't see anywhere to do this? If I cannot, can I possibly submit a ticket with TDX to have you ...

1 Answer

David Mitchell Last activity on 6/26/2023 1:41:41 PM by Brittany Renn

Email Monitor with Google Groups

Hi everyone,
Looking for some input from the community here. I've gotten some answers as far as what's going on, but want to know if anyone has faced a similar situation and has a good resolution.
So we're a Google shop, and naturally we ...

1 Answer

Dana Faldasz Last activity on 6/26/2023 2:32:03 PM by David Tod

I have a newer application that is not showing in the Client portal menu bar

We have an application that was created a few months ago, and it does not show up in the Client Portal home page top navigation bar, like all of the other applications do. I have searched and search to no avail to find a setting somewhere or a pl...

1 Answer

Will Tonkin Last activity on 6/26/2023 9:21:13 AM by Will Tonkin

wait for previous workflow steps to be completed

I have created a workflow that has worked fine, but the people using the workflow wants the final step to wait until all the other steps have been completed.
I know this can be done (using wait for previous steps to be completed), but I canno...

1 Answer

Mathew Chandler Last activity on 6/26/2023 9:44:43 AM by Brittany Renn

Card Wall reports

Is there an option to produce a card wall report and have it color coded to look like your color coded cards? When I go into the card wall project, I see my cards are color-coded but there is not an option to print with this format that I can fi...

1 Answer

Lisa Mouser Last activity on 6/26/2023 9:04:45 AM by Brittany Renn

Generate PDF of ticket history

We have a use case where we need to generate a PDF of a ticket and its full ticket history (similar to the view when a ticket is printed to PDF), along with its attachments and transfer it to our Document Archiving system.
We are aware of th...

1 Answer

Krysten Adler Last activity on 6/23/2023 2:46:03 PM by Brittany Renn

Translate instructions for Location Room import duplicate checking

Hi all,
I'm trying to update our location rooms and am having some difficulty understanding how duplicate checking works.
Can someone explain what the following means? My brain seizes up when trying to figure this maze out.
Extern...

1 Answer

Damon Stennett Last activity on 6/23/2023 11:05:59 AM by Mark Sayers

Changing rates on existing projects

We recently updated rates for our users. This new rate is used when new projects are created. However, we have old projects that I need to update with the new rates.
Is there a method to adjust/update all of the old projects with the new ra...

1 Answer

Cecil Smalley Last activity on 6/23/2023 9:29:14 AM by Mark Sayers

API / iPaaS for adding to my work/accomplishments

Is there an API or method for this in iPaas?
Thanks

2 Answers

David Tod Last activity on 6/22/2023 6:08:55 PM by David Tod

Auto Refresh not working

I am trying to embed some iPaas forms into TDNext and even though I have auto-refresh on the desktop enabled, the crossed out circle still appear on the modules saying auto refresh is not enabled.

1 Answer

Abelardo Huereque Last activity on 6/22/2023 4:32:50 PM by Brittany Renn

Survey question data types - not numeric

Good afternoon,
I would like to create a summary report for my team showing the average satisfaction score for my team members. We are having requestors respond on a scale of 1 to 5 how satisfied they were with how the ticket was handled. U...

1 Answer

Kimberly Lawrence Last activity on 6/22/2023 2:08:23 PM by Mark Sayers

Workspace item age needs

For a particular Workspace, we Ido not want to bring in anything older than a year. The idea is that the workspaces always show the tickets and tasks for the current year and that way everything is automatic from year to year. New items get...

1 Answer

Anna-Liisa Breit Last activity on 6/22/2023 11:33:44 AM by Mark Sayers

How to Open an IPaaS from a TDX Workflow step

I have a form that I want to open in a TDX workflow step. How do you do this?
Thanks, Teviv

1 Answer

Tevis Boulware Last activity on 6/22/2023 8:55:08 AM by Mark Sayers

Mustache Tag in Templates

In an iPaaS Template using Mustache, is it possible to hide a section when the evaluated value is false? I'm attempting to hide/show template sections based on CheckBox true/false values passed from an iPaaS form to a Flow.
In this KB artic...

1 Answer

Eugene Kikuchi Last activity on 6/22/2023 12:03:05 PM by Mark Sayers

Criteria for Standard Desktop Reports

Hello,
I am having a difficult time finding the criteria for these reports. Does anyone have information regarding them?
Tickets Awaiting my Review I'm assuming this is keying off of reviewer? But, I am a member of a group that ...

1 Answer

Naseem Benjelloun Last activity on 6/21/2023 3:33:52 PM by Brittany Renn

Adding contacts to tickets

Hi there,
Often times when we get tickets in I need to add additional contacts and be able to notify those contacts of their addition. We can add them in the 'people' tab but that does not notifiy them of being added and creates additional w...

1 Answer

Randi Buckley Last activity on 6/21/2023 2:12:28 PM by Brittany Renn

Storage Space Limit

Is there a limit on the amount of storage our account can use?

1 Answer

Kirby Lupton Last activity on 6/21/2023 11:17:41 AM by Mark Sayers

Change project name and type.

How do I change the change the project name and type?

1 Answer

Michael Tran Last activity on 6/20/2023 11:35:12 AM by Brittany Renn

Excel Add-in for the latest Microsoft 365 versions

Hi TDX,
Are there plans to make the Excel add-in work for the latest versions of Excel, or is it still limited to Excel 2016?
We're on 2208 - the June release on the semi-annual updates channel. The installer runs but I don't see the add...

1 Answer

Stephen Wichuk Last activity on 6/16/2023 3:03:55 PM by Mark Sayers

How to do a report that shows all groups and their members?

Hello there, I was wanting to create or run a report that shows all of the groups a ticket can be assigned to, and who their members are. Can someone help me with how to do this?
Thanks,

1 Answer

Kay Brewer Last activity on 6/16/2023 10:01:58 AM by Mark Sayers

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