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.
/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
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?
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.
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...
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...
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...
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...
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.
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
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 ...
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