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.

Query Merged Tickets

How to find merged tickets in TDX? If I know a ticket has been merged, I could search for that ticket in the UI and it would tell me that the ticket had been merged. Is it possible to search for merged tickets using the API?
1 Answer
Sharon Zhu Last activity on 5/16/2023 10:49:49 AM by Mark Sayers

Checkbox List values in Notification Templates

Is there a way to make the selected values for a Checkbox List in notification templates appear on a new line for each value? Or at least be separated by a comma? Currently they appear all in one long sentence (see attachmed) and there's no way t...
1 Answer
Mariah Rible Last activity on 5/16/2023 2:50:40 PM by Mark Sayers

New Release 11.7 - and Auto-Refresh of Desktops

I have read the release notes and it states is refreshes "periodically" not able to find out what is the auto-refresh time ?
Is it every minute? IS this something we can control in the Admin console ?
Thank you in advance for the info...
3 Answers
Angela Elia Last activity on 5/24/2023 9:01:47 AM by Jeffrey Otey

TeamDynamix for Policy Documentation

I'm trying to assess the viability of TeamDynamix for more than just knowledge article documentation. I'd like to use it as a portal for policy documentation (security policies and articles). These typically need to be able to be shared with clie...
1 Answer
David Kifer Last activity on 5/15/2023 10:47:53 AM by Mark Sayers

Automatically Notify Ticket Contacts

Good morning,
I'd like to find out if there's any way to have a ticket automatically add its Contact(s) (i.e. anyone in the People tab) when adding a Comment without using a global setting, or to pull a Contact into a workflow's Notification ...
1 Answer
Nate Sakovitch Last activity on 5/15/2023 8:54:50 AM by Mark Sayers

Project Request Stakeholder does not see the Project Request screen in TDClient

I have a Sponsor who submitted a project request but when they go to the TDClient home page under services, they do not see the project requests tab but do see the service requests tab.
Is this a issue with their role or license type?
1 Answer
Mark Juzwiak Last activity on 5/12/2023 2:52:29 PM by Mark Sayers

TDX Ticket Retention

Hi all,
Does TDX keep tickets for a specified amount of time and then after being closed for X time they are deleted? If so, what does this time frame look like? Is this something we can configure on our end somehow to automaticaly retain tic...
1 Answer
Katelin Anderson Last activity on 5/12/2023 1:32:07 PM by Mark Sayers

Automatically update ticket statuses

I see a prior question posed with the same title dated 3/17/22.
I'm hoping with release updates, that the answer has changed! Is there a way now to automatically update
a ticket status upon being assigned to someone? Thank you
1 Answer
Virginia Jacob Last activity on 5/12/2023 11:34:40 AM by Brittany Renn

Card Color API

Can you change the color of a card via the API?
1 Answer
Mariah Rible Last activity on 5/12/2023 9:26:05 AM by Brittany Renn

Import Jobs - Email

I am needing information on how to update the notification email addresses in our Import Jobs.
1 Answer
Lori Brinkhus Last activity on 5/10/2023 1:39:34 PM by Lori Brinkhus

Report of Current Users Plans

Hello!
I would like to make a report that lists all the Plans the Current User is associated with. Plan Reports don't seem to get me what I need because I can't filter on Resources. Task reports don't work because I can't group by Plan. Proje...
1 Answer
Mariah Rible Last activity on 5/8/2023 1:42:30 PM by Mark Sayers

Can we can create Approval steps with iPaaS using the built-in approval process?

Before I create a feature enhancement request, I thought I'd ask in case I missed something. Can we create an approval task in iPaaS that leverages the built-in approval process, with the Approve/Reject options, etc.? I know I can build something...
1 Answer
Jason Pelletier Last activity on 5/9/2023 9:28:35 AM by Mark Sayers

Copying or Exporting Service Catalog Styles

Is there a way to export service catalog / client portal styles or copy them over for usage when building new service catalogs?
Thank you
1 Answer
Anderson Hanchett Last activity on 5/4/2023 1:46:40 PM by Brittany Renn

IPaaS Get Get User Enpoint

In the TDX API, there is an API endpoint "Gets a Person from the system" ( https://service.uoregon.edu/TDWebApi/api/people/{uid} ). However, there doesn't seem to be an equivalent endpoint in the TDX Common Admin IPaaS connector.
If I need t...
1 Answer
Tevis Boulware Last activity on 5/4/2023 2:35:23 PM by Mark Sayers

Information on Banner integration

We are looking for some information on Banner integration with TDX, specifically some "use cases" or videos that might show the practicalities of the integration.
2 Answers
Ben Matott Last activity on 8/11/2023 11:32:20 AM by Michael Press

Sandbox to Production

Where can I find documentation on Sandbox to Production migration?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 5/4/2023 9:09:49 AM by Mark Sayers

Edit another user's time

We have a student that left the University. They incorrectly updated their time on a ticket. I was going to log in as the user and change it but we have SSO turned on. I know there is a way to get into TDAdmin but don't see a way to change the...
1 Answer
Danee Gunka Schwartz Last activity on 5/3/2023 4:24:21 PM by Brittany Renn

JCCC: Is it possible to merge two projects into one project?

Hello ---
Is it possible to merge two projects (or two project requests) into one project (or one request)?
Thanks,
Daniel
1 Answer
Daniel Epley Last activity on 5/3/2023 4:07:40 PM by Mark Sayers

Dynamic Approval Step Assignment

We have a workflow with several approval steps. The person responsible for each approval step will change based on selections from attributes in the form. I am reading the documentation .../TDWebApi/Home/type/TeamDynamix.Api.Tickets.WorkflowSte...
3 Answers
Scott Cory Last activity on 5/3/2023 2:12:56 PM by Scott Cory

Application Updates API question

With this API: https://itsupport.ou.edu/TDWebApi/api/people/bulk/changeapplications

Do I have to provide all the applications the user has or just the one I want to add? I do not want it to remove other applications I did not provide.
2 Answers
Bryan Weist Last activity on 5/10/2023 4:05:40 PM by OU ITSM Team

Reporting Interval and Time Period Questions

Hello:
I am attempting to create a report that will be delivered annually to recipients via email, but there are only options for daily, weekly, and monthly delivery. Would there be a best work-around to set up annual delivery of reports?
...
1 Answer
Anderson Hanchett Last activity on 5/3/2023 11:14:26 AM by Michael Ligouri

Fields 1-10 on project tasks

What is the purpose of Field 1, Field 2, etc on project tasks? It doesn't appear you can rename them, and you can't even edit them when you're looking at a card on a card wall. How do people use them?

Thanks!
1 Answer
Mariah Rible Last activity on 5/1/2023 12:20:03 PM by Mark Sayers

Priority Sorting

Is there a way to sort items on reports by Priority that is not alphabetical? So for example rather than seeing items in this order:
High Low Medium I want to see them in this order:
High Medium Low It doesn't ...
1 Answer
Mariah Rible Last activity on 5/1/2023 11:30:12 AM by Mark Sayers

Ticket form and workflow

We use various ticket forms to create tickets directly in TDNext, and not via a Service in the Portal. Can a Workflow be automatically assigned to a ticket form in such a case? It seems the only way to associate a workflow with a ticket form ...
1 Answer
Jon Ricketson Last activity on 5/1/2023 9:15:59 AM by Brittany Renn

API to create scheduled tickets

We're not seeing how to use the API to create a scheduled ticket (I know, I know). Is that possible or could Mark put in a feature request for us? ;)
1 Answer
Micah Cooper Last activity on 4/27/2023 9:19:11 AM by Mark Sayers

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