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.

Asset Forms

I have created some new asset forms for our CMDB, but they do not appear to be selected when someone clicks on +Asset.
What do I have to do so that they appear and can be used?
1 Answer
Mathew Chandler Last activity on 6/28/2022 1:28:48 PM by Mathew Chandler

Response Template Usage?

Good morning. Is there any way to report, or get data, on response template usage?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 6/28/2022 1:54:12 PM by Mark Sayers

Technician view of which Groups they are in

Hi,
I feel like I've asked this before, but can't find anything. Is there any way for a Technician to see which Groups they are currently a member of?
Thanks,
Erin
1 Answer
Erin Tramble Last activity on 6/28/2022 10:07:15 AM by Mark Sayers

Status last changed by

Trying to do some reporting on by whom tickets are disposed by, either by resolving or cancelling (or closing even though that's not our S.O.P.)
Am I correct that the Resolved By field only looks at who set the status to resolved. Is there a...
1 Answer
Bill Harlan Last activity on 6/24/2022 1:07:10 PM by Mark Sayers

Do tickets come off Hold when a workflow approval task is approved/rejected?

Hi guys,
If we have "Automatically take tickets off hold when they are commented on" selected, will the ticket come off Hold when a workflow approval is completed? What about when a normal workflow task is Marked Complete?​​​​​​​

Than...
2 Answers
Erin Tramble Last activity on 6/27/2022 5:52:00 PM by Erin Tramble

Question Around Roadmap Functionality for Projects and Workflows for Project Closeouts

I have 2 questions, first is around roadmap functionality for projects. We currently have a separate project plan that we created and insert all of our projects, with time lines, into this to display a makeshift roadmap.
1) Is there an automa...
1 Answer
Robert Childs Last activity on 6/22/2022 11:36:46 AM by Mark Sayers

Can No Longer View Certain KB Article

Good afternoon,
Last week, I was able to view the article at this URL: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=39803 Today, I'm being told I have no permissions, and I did verify that I am signed in to the TD...
1 Answer
Courtney Dobbs Last activity on 6/22/2022 10:11:37 AM by Mark Sayers

Automatically Notify Technicians if Ticket is Canceled

Hello:

I would like to ask if there is a way to add a particular technician to notifications if tickets are canceled with particular custom attributes selected? Would it be necessary to implement a workflow with notification steps?

Usin...
1 Answer
Anderson Hanchett Last activity on 6/21/2022 1:13:46 PM by Mark Sayers

Ticket Attribute Type for selecting an Asset

Any plans to add a Ticket Attribute Type to allow a user to select an Asset similar to how the Person Ticket Attribute Type works to select a Person? We need to capture the Asset Serial Number in a Ticket in order to update that Asset using the ...
1 Answer
Jon Ricketson Last activity on 6/21/2022 12:59:37 PM by Mark Sayers

Creating Ticket Template With Multiple Ticket Tasks

Hi there,
I have yet to find something that directly addresses what I want to do. I assume that I need to use the Workflow function to achieve this, but want to make sure.
When a new tech starts we have to grant them a bunch of accesses. ...
1 Answer
Damon Stennett Last activity on 6/20/2022 1:16:21 PM by Mark Sayers

Public Desktop Template

Hello Mark,
I can I create a public desktop without changing the owner?
Ida
1 Answer
Ida Jones Last activity on 6/17/2022 4:26:55 PM by Mark Sayers

Funding Source and Tickets

Is there a way to use Funding Sources on Tickets. All of the references I can find in the Knowledge base state they are for Projects. Right now we are tracking this as custom fields on Tickets but I would prefer to be able to do it differently. I...
1 Answer
Pamela Mason Last activity on 6/17/2022 4:19:03 PM by Mark Sayers

Pinning Forms

I'm trying to pin a form to the +New area in our TDNext ticketing app. I have the "Pinned" checkbox checked (as well as "Active" and "Show in TDNext Create and Edit") in the form settings. The form does not appear. Is there anything else that is ...
1 Answer
Greg Van De Mark Last activity on 6/17/2022 11:58:47 AM by Mark Sayers

User Access Report

Is there a report that can be built to report on the access of all users including application access, license type, application admin, etc?
1 Answer
Jack Gallemore Last activity on 6/17/2022 11:36:18 AM by Mark Sayers

Impact of Ticket Status "Do Not Reopen" checkbox?

In a ticket status, with 11.4 there was a "Do Not Reopen" feature added, which has this guide text: "Selecting this exempts tickets in this status from automatically updating based on the "Reopening Completed/Cancelled Ticket Options" or the "Com...
1 Answer
Anthony Marino Last activity on 6/16/2022 5:03:14 PM by Mark Sayers

Asset Form Field Dependency on Status

Is it not possible to add a dependency on a field based on an asset's status type?
In this case, I would like a 'Damage Description' text box to appear on the default asset form if an asset is entered with a 'Damaged' status type. But when tr...
1 Answer
Nathan Ignatz Last activity on 6/15/2022 12:39:05 PM by Christasia Bloom

Microsoft Oauth 2.0 (IMAP)

Can Microsoft Oauth 2.0 (IMAP) still be used to authenticate an email monitor when Microsoft disables basic authentication in October 2022?
1 Answer
Joshua DuBoise Last activity on 6/14/2022 3:59:15 PM by Mark Sayers

Update/Add public requestor information

Hello! Our department will be ingesting quite a few tickets from public requestors (non-users) and do not plan on creating a new user record them. Is there a way for us to create a ticket on behalf of a public requestor? Or, if a public requestor...
1 Answer
chelsea doyle Last activity on 6/14/2022 1:13:13 PM by Mark Sayers

Reporting Time Off: Project vs. Workspace

During our initial TDX PPM implementation a couple years ago, we decided to create a Leave workspace with all relevant Time Off Time Types for as members to utilize as needed for their Time Entry (as members). Although we can't recall why we opte...
1 Answer
Shane L. Colter Last activity on 6/17/2022 5:06:24 PM by Mark Sayers

Display Requestor's Assets on Ticket

Is it possible to display a requestor's assets on a TDX ticket they submit? Can that somehow be added to a form? I realize you can click on the requestor’s name to bring up another window that lists their assets.
Thank You,
Mike Schuster
1 Answer
Mike Schuster Last activity on 6/15/2022 12:47:22 PM by Christasia Bloom

Can you have integrations with multiple Office 365 environments?

Hi
We are a SaaS client with a vanity url. Would it be possible to configure multiple Office 365 environments and provide you with the multiple Application (client) ID values created, to make them available for attachments? That would proba...
1 Answer
Chuck Renninger Last activity on 7/8/2022 2:48:41 PM by Mark Sayers

Resending Notification Step in Workflows

Is it possible to manually resend a notification that has already been sent in a workflow?
Ex. If a user was originally sent a notification but they deleted it, or did not get it for some reason. In that case, we would like to 'resend' the n...
1 Answer
Nathan Ignatz Last activity on 6/20/2022 4:29:45 PM by Mark Sayers

Disabling SSL validation in iPaaS

Hi,
I am trying to use Cisco's DNA Center APIs to create a connector. However, I keep getting hit with: "No such host is known." I tried the API calls in postman and it worked after disabling SSL validation. So I was trying to get that done i...
1 Answer
Mahir Rahman Last activity on 6/22/2022 9:45:31 AM by Mark Sayers

IpaaS: Put/Patch requests for Services

Hi,
Are there any put/patch requests for the Self Services -> Service Catalog -> Get Services connector? If not, then is there a way to set it up?
1 Answer
Mahir Rahman Last activity on 7/8/2022 2:43:57 PM by Mark Sayers

iPaaS Flows: Indexing a funky property

Hello,
As some background, I'm using the Google Sheets connector to go ahead and grab some data from Google Drive, selecting some cells in a spreadsheet.
The connector returns a 'values' field, which, in my specific situation (I'm simply sele...
1 Answer
Emil Sayahi Last activity on 7/8/2022 4:50:07 PM by Matthew Deakyne

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