Questions

Desktop Templates

What drives behind the scenes what gets rolled up into Desktop Template configuration choices under the Tickets bucket? We have different groups defined, and I'd like to roll up Tickets/ Assigned to my Group as a choice in the Desktop Template. ...

1 Answer

Katie Hayes Last activity on 4/18/2022 2:04:51 PM by Mark Sayers

Connecting to TDX report in Analysis using iPaaS Get Report Connector

I am trying to connect to a TDX report in my iPaaS flow but the ReportID taken directly from the report is not working. In TDX I am able to connect to reports under IT Tickets but am not able to connect to the reports under Analysis. Is there a s...

1 Answer

Owen Campbell Last activity on 4/15/2022 10:16:44 AM by Christasia Bloom

Report API Permissions

Using our Admin Service account for TDX Integrations, I am able to run reports using the API, "GET.../reports/{id}?withData={withData}&dataSortExpression={dataSortExpression}" but only for reports that are viewable to all.
When I try to...

1 Answer

Bobby Jones Last activity on 4/15/2022 10:57:09 AM by Christasia Bloom

Workflow Task Notifications

Hello there, I want to confirm the following before making a change:
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...

1 Answer

Tevis Boulware Last activity on 4/18/2022 9:25:22 AM by Mark Sayers

Web Service Step Completion

Hello,
I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...

1 Answer

Trent Urness Last activity on 4/13/2022 3:29:22 PM by Mark Sayers

Service/Service Offering not appearing in list of services in form

Hi there,
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...

1 Answer

Damon Stennett Last activity on 4/13/2022 2:06:32 PM by Mark Sayers

Create new department using Postman

is there a way using Postman to test api settings and create a new department? I would do this in the sandbox for testing purposes.

1 Answer

Kirk McCoskey Last activity on 4/13/2022 1:50:24 PM by Mark Sayers

Ticket Calendar - View Scheduled time and Responsibility

My office schedules and assigns computer replacements for our techs to handle - when viewing the "Ticket Calendar", it only displays the title of the request (which are all the same). I need to go to the calendar and be able to see the start time...

1 Answer

Lou G. Last activity on 4/18/2022 2:57:48 PM by Kelsie Curtis

Attempting to deactivate account / department

I'm using the TeamDynamix c# API for imports and one of my tasks is to deactivate a department. There is an api.CreateAccount function and an api.UpdateAccount function in the c# code, but both are acting like they're trying to create. They bot...

1 Answer

Kirk McCoskey Last activity on 4/12/2022 2:13:55 PM by Mark Sayers

api/auth endpoint responding with SAML request instead of bearer token

Hello, hope everyone is doing well!
I am attempting to authenticate to the API by invoking the endpoint at api/auth (I have also tried api/auth/login and api/auth/loginadmin
However, instead of responding with the bearer token, it respond...

1 Answer

Tamara Buch Last activity on 4/12/2022 12:53:12 PM by Mark Sayers

Analysis Reports and API

Hello,
I've got an Actual Hours report in my Analysis section for a specified time period that I'd like to call in the API. I'm not seeing anything in the documentation about getting these saved reports using the Report ID, like I can with t...

1 Answer

Pamela Jordan Last activity on 4/11/2022 12:01:44 PM by Mark Sayers

Custom Attribute Date Picker

Hi all! We have created a custom attribute to capture date of birth and selected "Date Picker" as the attribute type. When using the form on the Client Portal, the year only goes back to 2012. If you type in an earlier year, the list will reori...

1 Answer

chelsea doyle Last activity on 4/11/2022 11:33:33 AM by Mark Sayers

Change Default Ticket View For Default "Tickets" page: teamdynamix.com/TDNext/Home/Desktop/Default.aspx

Tickets assigned to "Finance" are dominating our ticket board. Can I edit the default Tickets view to exclude the Finance group? I know I can make a custom report, but I want to change the default ticket view (teamdynamix.com/TDNext/Home/Desktop...

1 Answer

Ryan Clarke Last activity on 4/11/2022 11:39:41 AM by Mark Sayers

Add latest "Feed" comment as a column

My company moved over to TeamDynamix ticketing system from Web Help Desk recently. I manage/assign my office's ticket queue and one thing I am trying to get to work on this new system is to get my reports to show the latest "comment" in the Feed ...

1 Answer

Lou G. Last activity on 4/11/2022 2:12:52 PM by Kelsie Curtis

Web Service method missing Body and Parameters after importing workflow.

I have been doing some Workflow work with many different methods to create child tickets. They were working fine before exporting the workflow in preparation for the April Sandbox Refresh. After the Refresh I imported the workflow fromt he JSON f...

1 Answer

Nathaniel Obee Last activity on 4/8/2022 9:23:41 AM by Mark Sayers

View Pending Approval Steps

Hello,
Someone who is an approver in a range of workflows is on leave. I'm trying to find an easy way to have a report or some view of all the pending approval steps assigned to this user, this would be across multiple applications. I was th...

1 Answer

Annie Kujawa Last activity on 4/7/2022 5:00:04 PM by Mark Sayers

Line Chart Question

Good afternoon all,
Is it possible to increase the size of this line chart attached, or maybe reduce the amount of fields present to increase readability?

1 Answer

Bryan Weist Last activity on 4/7/2022 3:46:20 PM by Mark Sayers

For a ticket there are basically two access levels. Customer and Technician. What's a good way to have three layers?

We would like some people to enter a form when hiring people - hours per week etc. And another layer of department manager people to be able to add additional more sensitive fields and the final layer would be Tecnicians with access to everything...

1 Answer

Michael Lopez Last activity on 4/7/2022 2:54:34 PM by Mark Sayers

Notification to Users with Same "Reports To" Attrib

Is there a good way to generate a notification via workflow to all users with the same manager (reports to)?

It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...

1 Answer

Naomi Langston Last activity on 4/7/2022 1:29:03 PM by Mark Sayers

Popup vs tab

It it possible to have tickets and assets open in a new tab rather than a popup window by default (rather than a right-click)? We were watching a demo from another company and it appears all their assets and calls were opening in tabs rather tha...

1 Answer

John Shearer Last activity on 4/7/2022 11:54:02 AM by Mark Sayers

Report Delivery Email

Is it possible to customize the email template used for Report Delivery?

1 Answer

Bobby Jones Last activity on 4/6/2022 3:32:29 PM by Mark Sayers

Remove resource approval requirement for CIO

Hi - I am trying to remove the project resource approval requirement for our CIO, but can't find the setting to remove that. We don't want him to have to approve every time we add a project resource who reports to him. I don't see anything in Res...

1 Answer

Gretchen Cannon Last activity on 4/5/2022 11:16:34 AM by Gretchen Cannon

Can you disable tagging?

Our organization would like to disable tagging, particularly on the Customer Portal. Is this an option?
Given the search options within TDNext and TDClient, we aren't finding the tagging system necessary. If we can't turn off this feature, wh...

1 Answer

Abigail Ferguson Last activity on 4/5/2022 9:39:41 AM by Mark Sayers

Data Center Inventory Relationship and Configuration Items

Hello,
We are looking into our infrastructure asset application, and we are curious to learn if TeamDynamix has a way to map server clusters to virtual machines, as well as map what are on the virtual machines we are mapping? I assume that we...

1 Answer

Em Charny Last activity on 4/7/2022 2:37:55 PM by Mark Sayers

SSO > Deep link

Good afternoon all,
We are using SSO, when user's get directed to the SSO page after clicking a ticket link they are then directed to the TDNext Service Desk console. They are then able to click the link and go to the ticket. The issue we ...

2 Answers

Bryan Weist Last activity on 4/4/2022 4:40:24 PM by Bryan Weist

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