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.

How do you stop workflow/web services if a ticket has been resolved?

Finding that when a ticket has been resolved or cancelled or if an approval is rejected that the WF will not stop. Any Tasks, notifications, etc keep running. How do you stop this?
1 Answer
Chrissie Kenny Last activity on 3/17/2023 1:54:27 PM by Brittany Renn

Associate a reply-by-email token when reply was sent to technician

When an end user removes the "reply to" email address associated with a ticket response and sends the email directly to the technician responding, is there a way for the technician to associate any additional replies back to the ticket feed via t...
1 Answer
Kelly Vanderpool Last activity on 3/17/2023 1:39:30 PM by Mark Sayers

Project Task Report by Resource with latest comments/feed

I am looking to create a report that will identify all project tasks assigned to a resource that will include the latest comments or feed information.
Could not find a field under the Tasks Report builder that matched up to comments or feed.
1 Answer
Mark Juzwiak Last activity on 3/17/2023 9:14:04 AM by Brittany Renn

Desktop created in TDAdmin: make public?

One of the latest enhancements of making desktops created in TDAdmin linked so that we don't have to manually roll out desktop changes to everyone is wonderful. I want to make those desktops public, but https://solutions.teamdynamix.com/TDClient...
1 Answer
Greg Van De Mark Last activity on 3/16/2023 4:53:28 PM by Brittany Renn

Clarification regarding changing a Group Name

There was a previous question about the changes required if a group name is changed. Could you clarify your answer regarding responsibility fields/filters?
Does this mean that reports that filtered on the old group name would need to be upda...
1 Answer
Ann Gerwitz Last activity on 3/16/2023 3:45:59 PM by Mark Sayers

Remove Feedback from KB Articles

Hello,
Is there any way to remove potentially offensive feedback that is left on a KB article?
1 Answer
Scott Cory Last activity on 3/16/2023 12:56:57 PM by Mark Sayers

Actual Times Report

Am I missing something? I can't find priority to add to the columns.
We have a manager who would like to see the priority of each item that has time logged against it so that they can make sure the higher priority things are getting the time ...
1 Answer
Tanya Anderson Last activity on 3/16/2023 10:00:18 AM by Mark Sayers

Setting up WebServer Providers

We currently are not using webservices with TDX but I would like to experiment a bit. I am not a web programmer, nor do I pretend to be, question about setting up the initial web service user - we use SSO at our organization will this user be ...
1 Answer
Darla Bury Last activity on 3/15/2023 12:18:54 PM by Brittany Renn

Asset Name Filter without spaces

I have a request from my Asset Management team; they are wanting to create a report in TDX and look for assets with or without a space.
1 Answer
Bryan Weist Last activity on 3/15/2023 11:32:32 AM by Mark Sayers

Days in status

Hello,
Is there a counter or way to calculate the days a ticket spends in a status? This would help pinpoint problem areas or where tickets are stalled.
1 Answer
Shannon Sharon Last activity on 3/15/2023 10:05:16 AM by Mark Sayers

Task Template via Workflow

Is it possible for a workflow to add a task template to a ticket?
1 Answer
Scott Cory Last activity on 3/15/2023 9:26:55 AM by Mark Sayers

Automation Rule to Set Requestor

Good morning:
I wanted to ask if there is a way to use automation rules to set a requestor for specific services or forms if the requestor is not set? I see that there is a filter that can fit these criteria in Automation Rules, but there doe...
1 Answer
Anderson Hanchett Last activity on 3/14/2023 2:31:44 PM by Mark Sayers

where do I go to see my companies tickets we've submitted to TDX?

i used to be able to go to our "project" area if I remember, ...... but it's been a long time. Can anyone direct me where I need to go to see all the tickets my company (not just me) have submitted? Thanks in advance,
Barb
1 Answer
Barb Gosch Last activity on 3/14/2023 10:55:46 AM by Mark Sayers

Tickets closed by year report

Hi there,
I am trying to create a report that shows us the tickets closed each year but am not finding which option in 'age' works best. Perhaps that is not the route to go.
Does anyone have any suggestions?
Thank you,
Randi~
1 Answer
Randi Buckley Last activity on 3/13/2023 12:03:10 PM by Greg Van De Mark

Report on people/contacts in tickets

Hi - I am trying to create a report of all contacts associated with tickets that match specific criteria. I can set up "Contact" as something to filter the results by, but I cannot add contacts to the report results. Is there a way to do this? ...
1 Answer
Katie Clark Last activity on 3/14/2023 10:12:17 AM by Mark Sayers

Forms for service offerings

When I create a service, I can choose which form I want associated with it.
If I then add a service offering, it asks me if I want the offering to inherit the form associated with the service.
Regardless of the option chosen, how to I ed...
1 Answer
Jonathan Estwing Last activity on 3/14/2023 9:28:52 AM by Mark Sayers

Difference between "Assign Workflow" and "Move to Application"

Hi,
What is the difference between "Assign Workflow" and "Move to Application" under the actions menu in the ticketing app?
Do both methods produce the same results for end users?

Thank you.
Sharon Jarmoc
Cornell Univers...
1 Answer
Sharon Jarmoc Last activity on 3/9/2023 11:28:25 AM by Brittany Renn

Copy an attribute

Is it possible to make a copy of an attribute and all of it's choices? I have a form that needs multiple of the same attributes and it's choices but with different context within the form and from what I can tell any given attribute can only be a...
1 Answer
Carl Amlin Last activity on 3/9/2023 11:22:43 AM by Brittany Renn

Custom message on the Login page

Is it possible to configure a custom message on the Login screen?
/TDNext/Login.aspx

We would like to share there a message to users that they see before they log in.
1 Answer
Markus Galla Last activity on 3/8/2023 1:30:14 PM by Brittany Renn

Adding a notification step to a workflow if there has been no activity for 5 business days

Hello,
I have a very complex work flow for Faculty Pay approval that I've been asked to put a notification step in at the initial approval when the request has sit idle for 5 days. The work flow itself is working fine, it's just that sometime...
1 Answer
Eugene McGeehan Last activity on 3/8/2023 9:59:38 AM by Mark Sayers

Make All Checklist Items Required

Hello:
Is there a way to make all items on a checklist required, or if we want a checklist with all items required, would we have to create multiple checklists with singular selections?
Thank you.
1 Answer
Anderson Hanchett Last activity on 3/8/2023 9:30:30 AM by Mark Sayers

Does TeamDynamix have a Supported URL navigation format?

I know other Vendors like CA Service Management and Service-Now support URL navigation for creating Incident or Request tickets to take customers to specific Forms.
Does TeamDynamix have a Supported URL format to link to specific Incident ...
1 Answer
Jonathan Kavanagh Last activity on 3/7/2023 4:54:42 PM by Mark Sayers

Setting up a Desktop Template for Assets

I'm setting up a Desktop Template for our new asset application and I can't see the standard reports that are delivered ie: Assets/CIs / Assets Recently Acquired Assets. How do I make them visible so that they can be placed on the template. I...
4 Answers
Annette Howard Last activity on 3/6/2023 2:02:57 PM by Annette Howard

Update Ticket Due Dates in Bulk

Hi - Is there a way to update the due dates of tickets in bulk? We were able to due to this our last help desk, but I cannot find a way to do it here. We have almost 100 tickets where we need to push the due date due to business need.
Thank ...
1 Answer
Corey Witt Last activity on 3/3/2023 10:32:14 AM by Mark Sayers

HTML Editing Options - Predefined Code Blocks with Numbering and Formatting for Languages like SQL and JavaScript

We would like to add code into some KBAs so we can keep all of our documentation in one easy to find location and attach them to relevant requests/incidents to use as a reference point for assisting staff. To make this happen we are in the proces...
1 Answer
Janine Rajewski Last activity on 3/3/2023 9:11:33 AM by Brittany Renn

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