Questions

Configure Canvas iPaaS Connector

I am testing out the canvas connector using a token. The connector is running into an issue with the authentication. I have changed the domain and changed the authentication to accept a generic API Key, but luck.

3 Answers

Tyler Duncan Last activity on 5/18/2023 9:51:20 AM by Andrey Little

Email Monitor Attachment Types and Random Image

What are the supported file types for Email Monitor Attachments? I was able to attach an XML file but when I try to attach a JSON file I get the follow error message in the monitor log:

Also, when creating a ticket from an email monito...

1 Answer

Tevis Boulware Last activity on 11/3/2022 9:03:27 AM by Brittany Renn

Change Report's Default Column for Sorting

When you click on a report, a column isn't selected that you can see to determine how it's sorting the data. When you click a column title in a report, it turns red and becomes the column you're sorting by. You can change the sort order by clic...

1 Answer

Mike Schuster Last activity on 11/2/2022 9:35:03 AM by Mark Sayers

iPaaS Forms: Configuration Authentication

Could someone point to the direction of the KB article for the iPaaS Form Authentication setup and configuration?

1 Answer

Tyler Duncan Last activity on 11/1/2022 5:00:42 PM by Mark Sayers

Adding request form to a service

Greetings,
I created a new request form and need to add it to a service, but I am not able to figure it out. I've gone to Services in both TDAdmin and TDClient, but I still can't figure it out. I know I must just be missing something simple. ...

2 Answers

Alyx Lyons Last activity on 11/2/2022 10:25:06 AM by Brittany Renn

Character limit on the outbound email setting

Is there a character limit on the outbound email setting for the From Display name?

1 Answer

Phuong Hoang Last activity on 10/31/2022 4:56:47 PM by Mark Sayers

Staff showing up in viewed list in tickets although they were not logged in

We have a staff person who has shown up in the Read By list in the ticket about three times when he was not even logged in. The attached is the ticket and the staff member is highlighted. Anything we can do to prevent this?
Thanks!
Jayne

1 Answer

Jayne Dissette Last activity on 10/31/2022 10:11:52 AM by Mark Sayers

Contacts ability to view ticket details

Is there a way for contacts on a ticket to be able to view the details of the ticket? Example: 2 fields we have are "Items to be tested" which outlines some information and 'Comments' which again, outlines some information. We have added a coupl...

1 Answer

Randi Buckley Last activity on 10/28/2022 3:15:09 PM by Brittany Renn

Web Service Auth Account Consent Prompt

Hi,
When creating a web service auth account, is it possible to remove the prompt=consent query parameter from the authorization query? One service that we are trying to connect to is showing a blank pop-up page with the title Consent Require...

1 Answer

Isaac Ramirez Last activity on 10/27/2022 4:58:52 PM by Mark Sayers

In iPaaS, with Forms, is there yet a way to dynamically show / change images?

I think the answer is no, but with iPaaS forms, we can add images to a form, but they're static. Is there a way I could take an image that might be attached to an object, like an asset, and show that image in line on the form? From what I've trie...

3 Answers

Jason Pelletier Last activity on 10/27/2022 4:29:15 PM by Mark Sayers

Funding Source Budgeting

Hello!
I am looking for a way to enter total budget available for a funding source and us that against expenses tied to that funding source to show amounts remaining for that funding source.
I don't believe there is a way to do that, fro...

1 Answer

Ashley Bouchie Last activity on 10/27/2022 9:12:19 AM by Brittany Renn

Knowledge Base

Is there some type of tutorial with best practices regarding searching successfully in the Knowledge Base we have set up with TDX? I have some employees who find it difficult to locate or find articles they may be needing. A tutorial on best way...

1 Answer

Denise McCarthy Last activity on 10/27/2022 9:56:37 AM by Brittany Renn

Users seeing duplicate desktops in TDNext

User who have had a desktop template shared with them are seeing duplicates of some (but not all) of the desktops listed in the drop down. The desktops appear to be identical when opened. Screenshot attached. I have the same desktop and do not se...

1 Answer

Tracey Davis Last activity on 10/25/2022 2:23:26 PM by Mark Sayers

Weird Error when trying to activate TD Email Monitor

Hello,
I am currently trying to set up a TD Email Monitor (which I have done before), but for some reason I keep getting the following error:
"Could not connect to server. Please check to make sure the credentials, server name, and port ...

1 Answer

Jason Badia Last activity on 10/25/2022 1:03:29 PM by Mark Sayers

Attributes not used on a Form

Hi,
Is there a way to see which attributes are currently not in use on any forms other than clicking on Form Usage for each Attribute in Admin?
Thanks,
Erin

1 Answer

Erin Tramble Last activity on 10/25/2022 12:57:37 PM by Mark Sayers

Expiring Certificate

We are seeing a message about the expiring Shibboleth certificate periodically while signing into TDX. We were using Shibboleth in the past, but switched to Microsoft Azure in May. I'm guessing we can just ignore this message, but I wanted to dou...

1 Answer

Bodek Frak Last activity on 10/25/2022 10:32:47 AM by Mark Sayers

Change Start & Due Dates using a workflow

We want to make Start & Due dates read-only and then use a workflow webservice method to update those fields from custom attributes. I am having a hard time referencing the Start & Due dates. This is what I have so far:
[
{"op": "a...

1 Answer

Mary McKenzie Last activity on 10/24/2022 3:52:23 PM by Mark Sayers

Custom Time Type and adding to a specific form

Hello
My organization wants to start tracking time in Incident forms. I've created the types and activated them, but how to I add them to the T&E tab in an Incident form? When i click the +Add Time button in the T&E tab, all I get in ...

1 Answer

Eugene McGeehan Last activity on 10/21/2022 12:01:07 PM by Mark Sayers

Stop auto-populating Sponsor field with Requestor name

On our project request form, it is auto-populating the Sponsor field with the name of the requestor. Is there anyway to stop that from auto-populating? Our requestors are not usually the executive sponsor of projects and we would like them to ent...

1 Answer

Tracey Davis Last activity on 10/21/2022 11:17:14 AM by Mark Sayers

Workflow Approver Removal

Is there a way to see which workflows a user is responsible for approving? For example, users may leave the university and are associated with various workflow, is there a way to remove them and add someone else without having to search each work...

2 Answers

Vivian Spencer Last activity on 10/21/2022 2:09:23 PM by Bryan Weist

Deactivate and Delete Unused Custom Status

Please see below, and I am trying to customize statuses for a new ticketing application and cannot delete a newly created customer status that is not used anywhere or deactivate a predefined status. I don't see anywhere the Open and Cancelled st...

1 Answer

Tevis Boulware Last activity on 10/20/2022 9:00:37 AM by Mark Sayers

Creating a New Notification Template

Good Afternoon,
We have a ticketing application that several departments share. Is there a way to create a ticket workflow step notification for a specific workflow that will not affect the other workflows in the application?
Valencia

1 Answer

Valencia Ingram Last activity on 10/19/2022 4:25:17 PM by Mark Sayers

People Import Key (API)

We are migrating our email to a single domain next month. Previously, a large population (students) were on a different email domain. Student accounts are imported as customers, but we have not always set the Organizational ID for students, and...

1 Answer

Scott Cory Last activity on 10/18/2022 4:36:11 PM by Mark Sayers

Dark Mode

Some of our users of TDX are inquiring about the dark mode. Is this something that is on the roadmap?

1 Answer

Bodek Frak Last activity on 10/17/2022 10:07:12 AM by Mark Sayers

Move Task to a Different Plan?

Is there a way to move a Project Task to a different Plan within the same Project (both are waterfall)? I'm trying to consolidate them and a couple of Tasks have recorded hours and updates.

1 Answer

Sara Ainsworth Last activity on 10/17/2022 9:24:06 AM by Mark Sayers

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