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.

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

API and Ticket Templates

I have a use case where what I would like to do is have one Service on the catalog create multiple tickets. The idea is that we get a new contract, and one of our Implementation folks goes to the catalog, fills in a few details, and the myriad ti...
1 Answer
Patrick LaFollette Last activity on 3/2/2023 3:25:19 PM by Mark Sayers

Purpose of the IsEmployee field in the PeopleImport

I just have a quick question on the purpose of the IsEmployee field in the PeopleImport. I've noticed we have it set only for users who are Technicians and it appears to be essential for those who create KB articles. Do you have a list of acces...
1 Answer
Randy Riauka Last activity on 3/2/2023 11:22:25 AM by Mark Sayers

Should project resources be added to projects as stakeholders?

Is there any benefit to adding project resources to projects as both, resource and stakeholder?
Thoughts?
2 Answers
Mark Juzwiak Last activity on 3/2/2023 10:21:18 AM by Mark Juzwiak

Adding Room Lists to Existing Locations

Hello:
Is there a way to add rooms to pre-existing locations? When I click the option to edit locations, I do not see a place to input rooms that exists when creating new locations.
Thank you.
1 Answer
Anderson Hanchett Last activity on 3/1/2023 4:23:11 PM by Mark Sayers

Ticket Viewing Restrictions

Hello, I have a scenario that we would like for you to validate.
Within our Security Tickets applications, we have several services where the tickets must be 'private' and only visible to designated technicians. However, within the Security...
1 Answer
Tevis Boulware Last activity on 3/1/2023 9:58:51 AM by Brittany Renn

Looking for the Resource Management Overview Video (Dead Link in KB Article 31399)

Hello,
I found this comment in the " Getting Started with Resource Management " KB article:
"For more information on how to set up Workspaces for scheduling non-project work, you can view a resource management overview video in our c...
1 Answer
Sarah Glatz Last activity on 2/28/2023 5:10:54 PM by Brittany Renn

asset app for services/service offerings questions

Hello
We're exploring the value of having a separate asset app for services / service offerings and have a few questions:
Would having a separate asset app for services/service offerings would be helpful perhaps for things like maintenan...
1 Answer
Kay Kazinski Last activity on 2/27/2023 5:07:35 PM by Brittany Renn

Creating one Report that includes tickets from two applications

Hello,
I am looking at creating one report that pulls ticket data from two Applications (App 1 & App 2). I have full control over App 2, but limited control over App 1. I tried to create a report in App 2 with the condition that Applicat...
1 Answer
Justin Gonzales Last activity on 2/24/2023 1:28:27 PM by Mark Sayers

Should we get a notification that an email monitor is not working?

We have a monitor on a mailbox where the password had expired (my fault, since corrected). It's not a commonly-used monitor, so no one noticed until someone checked the logs for unrelated reasons. Should we be seeing any sort of notice that the m...
1 Answer
Patrick LaFollette Last activity on 2/24/2023 11:59:04 AM by Mark Sayers

Adding a single resource to multiple projects...

We have a new PM joining our team in a few weeks. Is there a way to add this new team member as a resource to multiple projects at once? Or do we have to add them to each individual project that we want them to be a member of?
1 Answer
Duane Theleman Last activity on 2/24/2023 11:11:38 AM by Brittany Renn

Asset/CI Ticket Attribute

I am looking for KB articles or information on the Asset/CI Attribute.
I have an asset application that isn't showing up for this attribute when I go to put it on a Ticket Form.
2 Answers
OU ITSM Team Last activity on 2/23/2023 4:45:10 PM by OU ITSM Team

Workspaces

Is it possible to have the feed in a workspace give a combined feed of all the items in the workspace? Also, an extension of this is the calendar, can it show calendar items of projects, tickets, and tasks that have been added to the workspace?
1 Answer
Tanya Anderson Last activity on 2/22/2023 3:58:50 PM by Mark Sayers

iPaaS Connector - Custom Actions data structures

I am adding a custom action to a connector and wondering how to build one that uses a nested JSON structure. Does anyone have any pointers?
2 Answers
David Tod Last activity on 3/2/2023 1:06:52 PM by David Tod

Automation to apply a Form

I set up an automation rule to use a specific form with custom attributes. The ticket creation did use the form, but the custom attributes do not appear on the ticket until I 'edit' the ticket. The form is the correct one and the custom attribu...
1 Answer
Jack Gallemore Last activity on 2/22/2023 11:22:42 AM by David Tod

Using mixed time units in project plans

Is it possible to use .5 days or 4 hours in a project plan while other task durations are in days?
1 Answer
Peter Abashian Last activity on 2/22/2023 9:05:01 AM by Mark Sayers

Notify Users When the Assignment Group on a Ticket has Changed

We are wondering if its possible to create a trigger to send a Notification to the Requester when a ticket is updated and a new primary group assignment is given. We're not sure how tricky this would be, since we don't care if a technician assign...
1 Answer
Tyler Whitney Last activity on 2/22/2023 9:09:35 AM by Brittany Renn

attach Child Ticket Web Service

Hello,
I am attempting to create a workflow that has automation that when a major incident (sev 1 for us) is created, a workflow will use web services to create a parent problem ticket.
I see the below article how how to create a child ...
1 Answer
Alex Turek Last activity on 2/17/2023 1:33:56 PM by Mark Sayers

Apply Ticket Template automatically

It seems the only way to apply a ticket template is through the UI. Is there an automated way using Automation, Workflow or APIs?
1 Answer
Bobby Jones Last activity on 2/17/2023 11:42:50 AM by Mark Sayers

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