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 have tickets that are assigned to a group show up in the desktop of the individual members of the group?

Hi,.
For example, if we have a group with two users in it called Assets, and both users in the group are designated as primary. Neither of the users can see any tickets that are assigned to the Assets group. Where in their desktop can they se...
1 Answer
Malia Gallardo Last activity on 9/13/2022 8:56:21 AM by Mark Sayers

Protected Attributes on Reports

Can a protected attribute be seen on a report if the report is ran by the group that has access to the attribute?
1 Answer
pmo student1 Last activity on 9/12/2022 4:31:59 PM by Mark Sayers

Turned on Modern Authentication in AzureAD, sign in logs still showing email monitors using Basic Authentication

Hello,
I followed the instructions here:
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=105410
I set the callback URL, got the Secret and Value ID through the Applications in AzureAD.
Was there another s...
2 Answers
Azhar Alsaady Last activity on 9/12/2022 2:33:19 PM by Azhar Alsaady

KB Attrubute Visibility - Published & Public

What KB permission is tied the "Published" and "Public" KB attributes? Some of our users can see the status of these two attributes under "Details" when looking at the main page of a KB, and others cannot. Is it possible to make those attributes ...
1 Answer
Morgan Cranston Last activity on 9/8/2022 4:39:23 PM by Mark Sayers

What Security Role allows for the "Move to Application" option under the Actions Menu?

Is it only Admins that can move a ticket from one application to another?
Does the user have to have a specific role in each App to have this ability?
1 Answer
Sarah Glatz Last activity on 9/8/2022 2:49:27 PM by Mark Sayers

iPaaS Date Format function

Unless I'm just doing something totally wrong the iPaaS Date Format function does not seem to be working. I'm using it with NOW as the first parameter, and then I have tried all the built in option for short date, short time, Long date with time...
1 Answer
Will Tonkin Last activity on 9/7/2022 6:10:25 PM by David Tod

Passing Parameter from TDX Workflow to iPaas Flow using Arguments JSON

The KB article Article - TeamDynamix iPaaS Step mentions the abiliity to Send parameter data through the Arguments JSON section of the workflow step. I have not been able to find any information about how to do this in the KB.
The TDX workf...
2 Answers
Will Tonkin Last activity on 8/14/2023 9:40:02 AM by David Tod

Search tab in TDNext

Hello,
I just saw a new tab called Search on my TDNext, but other people can't see it. Can you please let me know how to make it appear on other people's screen? And I would like to make Include Historic Results selected by default as well.
...
3 Answers
Lorne Pearl Last activity on 9/8/2022 5:19:57 PM by Lorne Pearl

Reassociate Owners for Knowledge Base

Hello everyone,
Just hoping to gain some better insight as to what the "Reassociate Owners" button does when moderating articles in our Knowledge Base via the admin portal. My understanding would be taking any articles created under "X" perso...
2 Answers
Timothy Suwityarat Last activity on 9/26/2024 11:26:19 AM by Tim Lewallen

Group Notifications for Ticket Task Is Not Working

Hello,
I assigned a group to a ticket task in a workflow, and the group began receiving notifications as expected. However, today the notifications are not working for groups. We are an On-Premi client. What may be causing this issue? Thank y...
1 Answer
Valencia Ingram Last activity on 9/6/2022 4:30:23 PM by Mark Sayers

Workflows to Create Tickets in Other TDX Applications

Hello:
We are working on fleshing out an employee onboarding workflow in an HR application that will generate tickets and send email notifications based on needs (such as computer setup by ITS or door access by the locksmith). I wanted to ask...
1 Answer
Anderson Hanchett Last activity on 9/6/2022 2:54:34 PM by Mark Sayers

Break out of IPaaS For Loop

How do you break out of an IPaaS For loop once you have found the item you are looking for?
Thanks.
1 Answer
Tevis Boulware Last activity on 9/7/2022 10:02:25 AM by Carrie Willis

TeamDymanix Ticketing Applications

Are we still unable to delete applications from TDx? I know that in previous versions, applications can only be deactivated. Has this been changed?
1 Answer
Caroline Calhoun-King Last activity on 9/6/2022 9:43:18 AM by Mark Sayers

Multiple API Call methods in one web workflow step

Is it possible to make multiple calls in one web method workflow step? For example, we currently have a task to assign a user to a group, and then set several custom people attributes. In order to do so with the API, one needs to auth using POST ...
1 Answer
Derek Hickman Last activity on 9/1/2022 4:33:55 PM by Mark Sayers

Task Templates in Workflows

Can a task in a workflow be a task template?
1 Answer
Sheila McBride Last activity on 9/1/2022 4:28:18 PM by Mark Sayers

Web Service Method - Change Ticket SLA

I am attempting to create a web service method that will let us change an SLA within a workflow. I found the API documentation on the subject and believe I have the method configured correctly. I have configured several other methods successfully...
1 Answer
Jordan Van Pelt Last activity on 9/1/2022 1:45:58 PM by Mark Sayers

Getting full URL/URI for Ticket in IPaaS

Is there any way to retrieve the full TDNext TicketURL from an IPaaS connector?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 8/31/2022 8:57:52 PM by David Tod

How can I make Projects visible to the department, Even if not a resource or manager?

I thought by adding them all to a portfolio for the department (application services), the department could see all the active projects and who is working on what. I could not figure that out, so I tried to create a report under Projects that fil...
3 Answers
Melody Chronister Last activity on 8/31/2022 4:00:44 PM by Melody Chronister

How do you Archive a Knowledge Base Article?

What is the process for archiving a Knowledge Base article and what does archiving do to the article behind the scenes?
1 Answer
Karen Wilson Last activity on 8/31/2022 3:17:24 PM by Mark Sayers

Change Management Calendar

Does TeamDynamix have a calendar view for IT to visualize all the scheduled changes? If so, can I see an example?
2 Answers
Sarah Glatz Last activity on 8/30/2022 12:08:05 PM by David Tod

How to remove old projects from the drop-down list for Time Entry?

I know that when we close projects, we have the option to leave them open for time entry. Because of that, we now have a bunch of old projects that appear on our drop-down list for adding time. We want to remove these from the list. How can we ...
1 Answer
Gretchen Cannon Last activity on 8/29/2022 3:25:50 PM by Mark Sayers

Copy Web Service Method

Is there a way to copy a web service method? The only option I see is "+New"

It would sure be convenient if there were a "+Copy" option, so that a simple edit could be made on the copy instead of having to recreate everything to make o...
1 Answer
Scott Cory Last activity on 8/25/2022 4:34:56 PM by Mark Sayers

Edit/Delete time on a ticket

How do we edit or delete time that is entered on a ticket?
3 Answers
Danee Gunka Schwartz Last activity on 8/25/2022 2:59:16 PM by Danee Gunka Schwartz

Changing email addresses/usernames of all users on the platform

Hello!
The institution recently underwent a name change and in doing so, we're working on changing the email domain of all users.
In TDX, we currently have their username as their email address (@sjfc.edu).
We tested to see what would...
1 Answer
Samuel Becker Last activity on 8/25/2022 12:56:36 PM by Mark Sayers

Login History for Multiple users

Is there an easy way to get the last logged in date/time for multiple users at a time. I know i can pull it one by one per user but not efficient if I need to do this for 700 users.
Thanks
1 Answer
Cid Cardoz Last activity on 8/25/2022 9:15:32 AM by Cid Cardoz

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