Questions

iPaaS Forms: Updating 'ComboBox' component's 'Choices' property with flow

Hello,
I have a ComboBox component in a form, and I want it to initialise, once the form is loaded, with a set of values given by a flow.
I've set something up in the 'Conditions' tab of the component's settings, and the flow is indeed being ...

1 Answer

Emil Sayahi Last activity on 6/6/2022 8:31:13 AM by David Tod

Hide technician name from clients

Hello,
I've been ask took into if a technicians name can be hidden to the client when making updates and comments on a ticket.
Can this be done without creating a non-sso TDX account or without making modifications to the notification tem...

1 Answer

Todd Simpson Last activity on 6/2/2022 4:38:39 PM by Mark Sayers

iPaaS: Adding hyperlinks to send emails in Gmail connector

Hello,
Can we add hyperlinks to th email/message body when sending the email through the G-mail connector in iPaaS?

2 Answers

Mahir Rahman Last activity on 6/2/2022 11:30:57 AM by David Tod

What is the best way to transition Ticket tasks to Project Plan tasks ... and retain all info?

1 Answer

Lemuel Mayona Last activity on 6/2/2022 9:29:42 AM by Mark Sayers

How To Embed A Form For Web Requests On Internal Portal

Hello,
Our organization is building out a new portal and we would like to be able to have a form on the new site that would allow users to fill out what they need assistance with and it would come through as a web request to us. We have somet...

5 Answers

Riley Fay Last activity on 6/2/2022 4:15:35 PM by Riley Fay

Project Request to Project.

Hello,

I am trying to set up a project request intake process.

I have everything set up until I try to staff an approved Project Request so that it will become a project.

I am following the directions here (https://solutions.te...

1 Answer

Martha Smiley Last activity on 6/1/2022 1:23:30 PM by Martha Smiley

Card Wall Permissions

HI,
My project team has suddenly lost the ability to make changes to the Cards on the Card wall. They were recently grated permissions. Please let me know what would cause them to lose their permissions?
Also please tell me how to fix thi...

1 Answer

Julie Campbell Last activity on 6/1/2022 11:29:42 AM by Mark Sayers

Ticket Tasks on Ticket Calendar

Is it possible to get Tasks have a Start Date and a Due Date set on the tasks to appear on the Ticket Calendar? We have a group that is starting to heavily use the Ticket Calendar to track work where appointments with individuals are required. So...

1 Answer

Julie Neville Last activity on 6/1/2022 8:54:24 AM by Mark Sayers

iPaaS Flows: Sorting Data?

Hello,
I have a sheet inside an iPaaS flow that has two columns: a string of characters, and a number.
Usually, programming languages, within their standard libraries, contain methods to call to sort various collections of data, such as l...

1 Answer

Emil Sayahi Last activity on 6/1/2022 5:04:07 PM by Mark Sayers

Survey Recipients

Hello! Because of the very large number of public customers we have, we have decided to not create a new requestor/person record for these customers. Will this prevent those customers from receiving a ticket survey request? That seems to be the t...

2 Answers

chelsea doyle Last activity on 5/26/2022 10:34:27 AM by Mark Sayers

People Import Acct/Dept Issue

During our People Import process I've been getting the following error for this one department that already exists in our system. Any idea as to why it may have an issue with it?
"Health & Human Performance (H&Hp)" is not a valid choi...

1 Answer

Todd Simpson Last activity on 5/25/2022 11:44:30 AM by Mark Sayers

Estimated hours and date changes and resource availability questions

Greetings!
I don't think what I ask below is possible, but I wanted to confirm.
1. On a waterfall plan, is it possible that when estimated hours are set, and those hours are beyond the available capacity of the assigned resource, that th...

1 Answer

Alyx Lyons Last activity on 5/25/2022 11:25:10 AM by Mark Sayers

Search Result Return "Client Home Portal"

Hello, we have named our primary Service Portal application to "UO Service Portal", but as the screen capture shows search results on "UO Service Portal" show "Client Home Portal". Can we change this value, or will it take some time before the "...

1 Answer

Tevis Boulware Last activity on 5/23/2022 12:35:15 PM by Mark Sayers

Trouble with Web Service Parameter from Workflow

Greetings,
I'm having trouble invoking a web method using a parameter from a previous web method.
The first web method gets the asset from a ticket https://skagit.teamdynamix.com/TDWebApi/api/1271/tickets/{{id}}/assets Param...

1 Answer

Torstein Early Last activity on 5/23/2022 12:11:13 PM by Mark Sayers

Service Request Details

Good morning,
I created a workflow with approval steps. If the approver is just a user in the ITSM, how can I make it visible for them to see all of the service request details? Currently, they can only see who created the ticket and the work...

2 Answers

Valencia Ingram Last activity on 5/23/2022 11:59:46 AM by Valencia Ingram

Adding attachment by attachment id

Uploading attachments via the API or with iPaas only permits attachments smaller than 5mb. We have some attachments that are put on a ticket by an email monitor and want to put those same attachments on other tickets. Is there someway we can add ...

1 Answer

Braden Hansen Last activity on 5/20/2022 1:08:59 PM by Mark Sayers

iPaaS Flows: Is it possible to leave comments?

Hello,
I've created two rather complex iPaaS flows that I'd like to document for others.
Is there some functionality in the flow designer view to leave comments near a block?
Thanks

1 Answer

Emil Sayahi Last activity on 5/20/2022 1:09:36 PM by Jordyn Mancini

Approval step for clients?

We have a very polite audience (MN Nice is real) and many, many of our tickets are closed by techs and then the client replies with 'thank you!'. Then we have to go back to the ticket and close it again.

Is there any way we can give the c...

2 Answers

Carly Born Last activity on 5/23/2022 2:11:08 PM by David Tod

API Endpoint to Delete Tags

Hello, is there an API endpoint to delete tags? What is the best way to clear out existing tags (we want to start over, and better plan using tags)?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 5/19/2022 12:06:39 PM by Mark Sayers

Monthly Report Delivery

In the Monthly Report Delivery options you can select the 31st. What will happen if there is no 31st in the month in question i.e. June?

1 Answer

Nicole Lucas Last activity on 5/19/2022 10:58:47 AM by Mark Sayers

Scheduling using percentages for a resource in a project

Hi TDX!
We are trying to enter in schedules for a resource on projects using percentages, but when I do so, it converts it to a different percentage. For example, when I enter in 30 into the Edit Schedule field, it converted it to 80% (30 hou...

1 Answer

Alyx Lyons Last activity on 5/18/2022 10:17:03 AM by Alyx Lyons

Missing Filed in Projects and Request Report

Hi Mark,
When creating a new report, the "Status" field is not part of the "Projects and Requests Report", but it is in the "Project Request Report". Why is that? Is there a way to add it?
Ida

1 Answer

Ida Jones Last activity on 5/18/2022 3:46:14 PM by Ida Jones

Email Replies going to Groups No Longer Associated with the Ticket

Hello, please see the following screen capture. The "issue" is that the ticket creator re-assigned the ticket to a new group, then subsequent replies generated from the email notifications notified both the new responsible group and the previous...

1 Answer

Tevis Boulware Last activity on 5/18/2022 2:42:56 PM by Mark Sayers

Time and Expense

Is there a way for users to remove a time or expense to the associated request?
There may be instances where the time may be incorrectly inputted.

2 Answers

Tyler Duncan Last activity on 5/18/2022 11:52:00 AM by Tyler Duncan

Providing Access to Create New Projects

Good afternoon:
I have a quick question regarding Projects/Workspaces.
I have access to the application, but the option to create a new project is not present. Is there a particular license that needs to be assigned or particular access t...

1 Answer

Anderson Hanchett Last activity on 5/18/2022 8:58:57 AM by Mark Sayers

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