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.
Primary and Secondary Buttons
While I should know this, what are the primary and secondary buttons in the Portal Styles? I can't seem to find any objects in the portal that are affected by the Primary and Secondary Button style settings.
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 4/22/2022 12:10:37 PM by Mark Sayers
Updates for items such as Tasks, Issues and Files in project feed
Hello,
Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...
Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...
1 Answer
Alaa Hassan
Last activity on 4/22/2022 1:53:44 PM by Mark Sayers
How does Close Ticket Tasks query work?
Hello, I've tried searching existing questions but cannot find one that exactly addresses an issue brought to me by one of our team members.
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...
1 Answer
Persephone McNair
Last activity on 4/22/2022 3:04:26 PM by Mark Sayers
Create a Report on Asset Feed
This question may have already been answered for the Ticket Feed. Is it possible to create a report from an Asset Feed?
1 Answer
Tyler Duncan
Last activity on 4/19/2022 10:00:54 AM by Mark Sayers
Asset Application Default Portal
We are in the process of on-boarding our Facilities area and we are looking to add an asset application alongside the ticketing application. Is there a way to have an Asset application to default to a specific application?
1 Answer
Tyler Duncan
Last activity on 4/18/2022 3:46:16 PM by Mark Sayers
Ticket Response Report
We created a ticket response report, but it is not working as we expected. We want to know how long it takes from the time a ticket is created to the time of the first response to the ticket. We set up the report using "Create to Initial Respond ...
1 Answer
Pamela Cunha
Last activity on 4/18/2022 3:13:10 PM by Mark Sayers
Desktop Templates
What drives behind the scenes what gets rolled up into Desktop Template configuration choices under the Tickets bucket? We have different groups defined, and I'd like to roll up Tickets/ Assigned to my Group as a choice in the Desktop Template. ...
1 Answer
Katie Hayes
Last activity on 4/18/2022 2:04:51 PM by Mark Sayers
Connecting to TDX report in Analysis using iPaaS Get Report Connector
I am trying to connect to a TDX report in my iPaaS flow but the ReportID taken directly from the report is not working. In TDX I am able to connect to reports under IT Tickets but am not able to connect to the reports under Analysis. Is there a s...
1 Answer
Owen Campbell
Last activity on 4/15/2022 10:16:44 AM by Christasia Bloom
Report API Permissions
Using our Admin Service account for TDX Integrations, I am able to run reports using the API, "GET.../reports/{id}?withData={withData}&dataSortExpression={dataSortExpression}" but only for reports that are viewable to all.
When I try to...
When I try to...
1 Answer
Bobby Jones
Last activity on 4/15/2022 10:57:09 AM by Christasia Bloom
Workflow Task Notifications
Hello there, I want to confirm the following before making a change:
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...
1 Answer
Tevis Boulware
Last activity on 4/18/2022 9:25:22 AM by Mark Sayers
Web Service Step Completion
Hello,
I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...
I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...
1 Answer
Trent Urness
Last activity on 4/13/2022 3:29:22 PM by Mark Sayers
Service/Service Offering not appearing in list of services in form
Hi there,
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
1 Answer
Damon Stennett
Last activity on 4/13/2022 2:06:32 PM by Mark Sayers
Create new department using Postman
is there a way using Postman to test api settings and create a new department? I would do this in the sandbox for testing purposes.
1 Answer
Kirk McCoskey
Last activity on 4/13/2022 1:50:24 PM by Mark Sayers
Ticket Calendar - View Scheduled time and Responsibility
My office schedules and assigns computer replacements for our techs to handle - when viewing the "Ticket Calendar", it only displays the title of the request (which are all the same). I need to go to the calendar and be able to see the start time...
1 Answer
Lou G.
Last activity on 4/18/2022 2:57:48 PM by Kelsie Curtis
Attempting to deactivate account / department
I'm using the TeamDynamix c# API for imports and one of my tasks is to deactivate a department. There is an api.CreateAccount function and an api.UpdateAccount function in the c# code, but both are acting like they're trying to create. They bot...
1 Answer
Kirk McCoskey
Last activity on 4/12/2022 2:13:55 PM by Mark Sayers
api/auth endpoint responding with SAML request instead of bearer token
Hello, hope everyone is doing well!
I am attempting to authenticate to the API by invoking the endpoint at api/auth (I have also tried api/auth/login and api/auth/loginadmin
However, instead of responding with the bearer token, it respond...
I am attempting to authenticate to the API by invoking the endpoint at api/auth (I have also tried api/auth/login and api/auth/loginadmin
However, instead of responding with the bearer token, it respond...
1 Answer
Tamara Buch
Last activity on 4/12/2022 12:53:12 PM by Mark Sayers
Analysis Reports and API
Hello,
I've got an Actual Hours report in my Analysis section for a specified time period that I'd like to call in the API. I'm not seeing anything in the documentation about getting these saved reports using the Report ID, like I can with t...
I've got an Actual Hours report in my Analysis section for a specified time period that I'd like to call in the API. I'm not seeing anything in the documentation about getting these saved reports using the Report ID, like I can with t...
1 Answer
Pamela Jordan
Last activity on 4/11/2022 12:01:44 PM by Mark Sayers
Custom Attribute Date Picker
Hi all! We have created a custom attribute to capture date of birth and selected "Date Picker" as the attribute type. When using the form on the Client Portal, the year only goes back to 2012. If you type in an earlier year, the list will reori...
1 Answer
chelsea doyle
Last activity on 4/11/2022 11:33:33 AM by Mark Sayers
Change Default Ticket View For Default "Tickets" page: teamdynamix.com/TDNext/Home/Desktop/Default.aspx
Tickets assigned to "Finance" are dominating our ticket board. Can I edit the default Tickets view to exclude the Finance group? I know I can make a custom report, but I want to change the default ticket view (teamdynamix.com/TDNext/Home/Desktop...
1 Answer
Ryan Clarke
Last activity on 4/11/2022 11:39:41 AM by Mark Sayers
Add latest "Feed" comment as a column
My company moved over to TeamDynamix ticketing system from Web Help Desk recently. I manage/assign my office's ticket queue and one thing I am trying to get to work on this new system is to get my reports to show the latest "comment" in the Feed ...
1 Answer
Lou G.
Last activity on 4/11/2022 2:12:52 PM by Kelsie Curtis
Web Service method missing Body and Parameters after importing workflow.
I have been doing some Workflow work with many different methods to create child tickets. They were working fine before exporting the workflow in preparation for the April Sandbox Refresh. After the Refresh I imported the workflow fromt he JSON f...
1 Answer
Nathaniel Obee
Last activity on 4/8/2022 9:23:41 AM by Mark Sayers
View Pending Approval Steps
Hello,
Someone who is an approver in a range of workflows is on leave. I'm trying to find an easy way to have a report or some view of all the pending approval steps assigned to this user, this would be across multiple applications. I was th...
Someone who is an approver in a range of workflows is on leave. I'm trying to find an easy way to have a report or some view of all the pending approval steps assigned to this user, this would be across multiple applications. I was th...
1 Answer
Annie Kujawa
Last activity on 4/7/2022 5:00:04 PM by Mark Sayers
Line Chart Question
Good afternoon all,
Is it possible to increase the size of this line chart attached, or maybe reduce the amount of fields present to increase readability?
Is it possible to increase the size of this line chart attached, or maybe reduce the amount of fields present to increase readability?
1 Answer
Bryan Weist
Last activity on 4/7/2022 3:46:20 PM by Mark Sayers
For a ticket there are basically two access levels. Customer and Technician. What's a good way to have three layers?
We would like some people to enter a form when hiring people - hours per week etc. And another layer of department manager people to be able to add additional more sensitive fields and the final layer would be Tecnicians with access to everything...
1 Answer
Michael Lopez
Last activity on 4/7/2022 2:54:34 PM by Mark Sayers
Notification to Users with Same "Reports To" Attrib
Is there a good way to generate a notification via workflow to all users with the same manager (reports to)?
It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
1 Answer
Naomi Langston
Last activity on 4/7/2022 1:29:03 PM by Mark Sayers