Questions

Email Notification "From" Address

Please see the attached screen captures, but from what I understand of the Outboard Email Settings that if the Display Name is left blank:

"When blank the system normally marks the display name as the name of the user who initiated the notif...

1 Answer

Tevis Boulware Last activity on 5/4/2022 4:53:55 PM by Mark Sayers

Authentication Failures?

Hello, we use SSO through Shibboleth and we get occasional sign-on errors (typically a user issue), and when this happens the user gets the following error:
______________________________________________________
Oops!
The system encount...

1 Answer

Tevis Boulware Last activity on 5/4/2022 1:00:23 PM by Mark Sayers

Automated Ticket Creation from and Excel File

It is possible to create a ticket from an Excel spreadsheet using the interface .../Tickets/Import/TicketImportWizard.1.aspx
Is there an API we could use that will import a spreadsheet generated by a different system and create a ticket from...

1 Answer

Scott Cory Last activity on 5/4/2022 12:57:19 PM by Mark Sayers

How Ticket Source Information is Assigned

Good morning,
I cannot find any definitive information on how a source is applied to a ticket. I set up source via shared settings, but I'm not sure if at any time sources are applied automatically, or if they are all manually selected by the...

1 Answer

Debra Hitch Last activity on 5/4/2022 11:13:31 AM by Mark Sayers

iPaas smtp configuration

Has anyone configured sending iPaas notification emails through Google Workspace (smtp.gmail.com or smtp-relay.gmail.com)? Any guidance on how to set it up and authenticate it, if so?

1 Answer

David Tod Last activity on 5/4/2022 11:19:13 AM by David Tod

Are Approvers automatically added as contacts to a request?

I thought that approvers were added as contacts to requests automatically, but an IT Partner has reported that occasionally the approvers are not the requestors of a given request and are not included as a contact on the request which causes thei...

1 Answer

Gabriela Barragan Last activity on 5/3/2022 3:36:15 PM by Mark Sayers

Asset Product Model

IS there a way to add an Asset Product Model in the CMDB? If so, how?

1 Answer

Mathew Chandler Last activity on 5/3/2022 1:44:17 PM by Mark Sayers

When is Add to My Work available?

I've noticed that in some tickets, Add to My Work is available under the Actions menu, but in other tickets, it's not an option. And I can't figure out any common theme on when it is and isn't there. So my question is what drives the Add to My Wo...

1 Answer

Robert Shanahan Last activity on 5/3/2022 9:35:16 AM by Mark Sayers

Auth 2.0 Access Tokens

Hello, we are working on setting up Auth2.0 for email replies/monitors, and our Exchange admins followed these articles:
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=105410 https://solutions.teamdynamix.com/TD...

1 Answer

Tevis Boulware Last activity on 5/2/2022 1:27:40 PM by Mark Sayers

Creating problem via ipaas/api

Is there a way in iPaaS to create a problem ticket to attach children to? I am looking at the connector, when creating a ticket, I don't see the classification option or I don't see anywhere in the connector to create a problem. I know I can add ...

1 Answer

David Mitchell Last activity on 5/2/2022 11:07:38 AM by Mark Sayers

How do you configure Milestones for Projects?

I have projects built out and I see the milestone menu option, but it is blank. It does not have an ADD button, so it seems to be instead a view of milestones identified in the project elsewhere... how do get milestones to show up (how do I add t...

1 Answer

Melody Chronister Last activity on 4/28/2022 4:04:45 PM by Mark Sayers

API Update Ticket - Powershell

Currently I am trying write the rest of my script to update a ticket using the API.
I am trying to ' POST ' a ticket update, changing the Status of ticket to In Process, and Add a comment.
Here is the snippet that is coming up with erro...

3 Answers

Javier Moni Last activity on 10/13/2022 4:08:06 PM by Bryan Weist

Task "Complete Within" Violation Notifications

Does a notification go out to the responsible group on a task if the "" Complete Within " window is violated? If so, how/where is this configured?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 4/28/2022 10:05:37 AM by Mark Sayers

File size limit

Can the Size limit of file attachments be increased beyond 20MB?
Thanks

1 Answer

Jeffrey Otey Last activity on 4/27/2022 3:51:06 PM by Mark Sayers

Unable to Update Project End Date

Hello Mark,
We have a small number of projects end dates but resetting them didn't work whether it is set by a Project Manager and/or an Admin. It seems to work temporarily but then after few hours it resets itself to its original end date.
...

1 Answer

Ida Jones Last activity on 4/27/2022 9:56:15 AM by Mark Sayers

Workflow email settings

Hi there,
is there a way to specify which email setting (app or org level) to use when a workflow is running? We noticed that workflow always uses org-level email settings.
Thanks,
Jack

1 Answer

Jack Chou Last activity on 4/26/2022 4:05:34 PM by Mark Sayers

Security Roles and Workflows

Hello,
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...

2 Answers

David Mitchell Last activity on 4/26/2022 11:43:11 AM by David Mitchell

Why does a random date range (not necessarily the current one) appear each time I go to add time in Time & Expenses?

Our department is in the early stages of requiring all employees to track their time. One thing that I and others have noticed is that when we go to Time & Expenses to add time, a seemingly random date range appears. I would think that it wou...

1 Answer

Gretchen Cannon Last activity on 4/25/2022 2:34:43 PM by Mark Sayers

Ability to Edit PPM Waterfall Plans

Are technicians able to edit PPM waterfall plans? I have a technician who is the manager of the project and can make updates to the feed but cannot edit the waterfall plan. He can see it but doesn't have the ability to check it out for editing.

1 Answer

Derrick Hargrove Last activity on 4/22/2022 2:09:26 PM by Mark Sayers

Can you attach an email using the Email Monitor

Hi folks,
Is there a way to configure an Email Monitor rule so that the email message itself is attached to the created ticket? I understand we can configure the rule to attach an email attachments to the ticket, but we would like to attach t...

2 Answers

Erin Tramble Last activity on 4/22/2022 11:51:57 AM by Erin Tramble

Program Manager Permissons

With the enabled a permissions, a Portfolio Manager can edit all projects within their Portfolio. Can a Program Manager edit all of the projects within their Program?
Because Program Manager is a required field, is it used for notifications o...

1 Answer

Bobby Jones Last activity on 4/22/2022 10:49:37 AM by Mark Sayers

reassociating attributes

Is there any way to combine/reassociate attributes, like is possible with services/forms? I've recently consolidated our service catalog and forms, and would like to clean up the attributes I’ve deactivated for a cleaner db. However, I’m worried ...

1 Answer

Becky Klein Last activity on 4/22/2022 11:54:24 AM by Mark Sayers

Primary and Secondary Buttons

While I should know this, what are the primary and secondary buttons in the Portal Styles? I can't seem to find any objects in the portal that are affected by the Primary and Secondary Button style settings.
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 4/22/2022 12:10:37 PM by Mark Sayers

Updates for items such as Tasks, Issues and Files in project feed

Hello,
Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...

1 Answer

Alaa Hassan Last activity on 4/22/2022 1:53:44 PM by Mark Sayers

How does Close Ticket Tasks query work?

Hello, I've tried searching existing questions but cannot find one that exactly addresses an issue brought to me by one of our team members.
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...

1 Answer

Persephone McNair Last activity on 4/22/2022 3:04:26 PM by Mark Sayers

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