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.

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

Reporting on colors of cards

Can you report on the color associated with a card on a card wall? I don't see anything in the report filtering dropdowns that references the color
1 Answer
Mariah Rible Last activity on 4/27/2023 9:00:13 AM by Brittany Renn

Card wall task auto assignment

Can card wall tasks be auto assigned to a resource upon creation?
1 Answer
Mariah Rible Last activity on 4/27/2023 8:46:55 AM by Mark Sayers

Why can't I use Card Wall plan in a project request?

In Portfolio Planning - in Project Requests - under the Business Case - I see Plans but Waterfall is chose by default and I can't change it. Is this a "baked in" setting?
I'd like to use a Card Wall instead of a Waterfall.
Thanks for any ...
1 Answer
Mark Juzwiak Last activity on 4/25/2023 3:08:01 PM by Brittany Renn

Knowledge Base Article for End Users of OneDrive Integration

I recently received a request for end user instructions for our TDX OneDrive Integration and was surprised I couldn't find a resource in this Knowledge Base. I do see the KB for configuring the integration, but not for end users. Is this someth...
1 Answer
Tianna Jensen Last activity on 4/25/2023 1:17:02 PM by Brittany Renn

Receiving empty data from WebAPI when searching existing users

I am currently building a python script that integrates with the TDX WebAPI, but I've run into an issue regarding the /TDWebAPI/api/people/lookup (Lookup) and /TDWebAPI/api/people/search (Search) endpoints. When I use either of these endpoints I ...
1 Answer
Harrison Fleisher Last activity on 4/25/2023 9:17:42 AM by Harrison Fleisher

Reporting on Project Request Age

I have a need to report on project request turn-around-time (age from submission to decision (approved/declined/withdrawn). In looking at the Portfolio Planning report parameters, I don't see a way to do this. Do you have any recommendations?
1 Answer
Rebecca Murphy Last activity on 4/21/2023 9:14:56 AM by Brittany Renn

iPaas Removing Duplicates

What is the best way to remove duplicates in an iPaaS table? I pulled all of the ticket types and categories. I have a list of the categories that includes duplicates that I would like to remove.
1 Answer
Tyler Steele Last activity on 4/20/2023 2:30:16 PM by Mark Sayers

Edit a description

Is there a way to edit a description for a workflow? If there is, I am unable to locate it.
Thank you.
1 Answer
Nick Christiansen Last activity on 4/20/2023 11:22:27 AM by Brittany Renn

Scrum best practices

Hi,
Does anyone have best practices for managing Scrum and Sprints across multiple projects and service requests? Like a master plan and master sprints.
We have capital projects, or major projects, which require TDX project management. Th...
2 Answers
Jerry Taylor Last activity on 10/27/2023 8:29:56 AM by Jerry Taylor

PATCH to calculate a date plus 30 days

I am trying to use a Web Service to update a ticket once it is approved at a point in a workflow. I am able to update the status and create an "Effective Date" utilizing the "Modified Date" using the following code in the body:
[
{"op": "...
1 Answer
Kevin Hull Last activity on 4/20/2023 4:11:46 PM by Mark Sayers

Custom Workflow Notifications for Non-Technicians

Hello, TDX Team:
I am working on a workflow that sends a notification to a hard-coded email address. The built-in notification step on workflows does not allow the addition of specific recipients if they do not have access to the ticketing ap...
1 Answer
Anderson Hanchett Last activity on 4/19/2023 1:18:34 PM by Mark Sayers

iFrame Exception for Yuja

We use Yuja as our video capture software at Chatham. We would like to use Yuja videos in our knowledge base Articles. Can we have an iFrame exception for Yuja so we can embed our videos?
1 Answer
Paula Love Last activity on 4/17/2023 10:52:32 AM by Brittany Renn

Description Character Limit - Assets/Contracts

We're running into character limit problems with Contract descriptions. What's the character limit? And can this be adjusted in TDAdmin?
1 Answer
John Anderson Last activity on 4/17/2023 9:24:46 AM by Mark Sayers

iPaaS Notification Providers and Metered Flows

Hi,
If we set up a notification provider in iPaaS that posts a Slack message for example, would that count towards our number of metered flows? If so, would it count as one, or would each flow that we use it in for notifications count against...
1 Answer
Isaac Ramirez Last activity on 4/17/2023 4:15:16 PM by Michael Ligouri

Convert Card Task to Ticket

Is there a way to convert a card task to a ticket?
I see where it can be moved to another project, and I know issues can be converted to tickets - but don't see anything on a way to do this...
1 Answer
Rebecca Murphy Last activity on 4/13/2023 4:10:40 PM by Mark Sayers

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