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.
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...
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?
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 ...
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.
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...
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
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~
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...
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...
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.
/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...
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.
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 ...
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 ...
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