Questions

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

Setting a maximum character count

I was curious, we have a request to see if we can limit character's in a text box (Large one). Is this possible ?

1 Answer

Bryan Weist Last activity on 4/4/2022 10:14:24 AM by Mark Sayers

Recategorizing Knowledge Base Articles

Hello,

I am wondering if there is a way for me to recategorize multiple Knowledge Base articles at the same time? For example, say I have a handful of articles assigned to category = Finance and I want to pull anything assigned to category =...

1 Answer

Katelin Anderson Last activity on 4/4/2022 9:49:26 AM by Mark Sayers

Adobe Sign Integration

Hello, TDX Community:
I am hoping to build a workflow in TDX that will automatically pull Adobe Sign agreements (in PDF format) and attach them to tickets upon their completion.
I wanted to ask if there was a known library, Web API, or ot...

1 Answer

Anderson Hanchett Last activity on 4/4/2022 9:13:15 AM by Mark Sayers

Protecting bearer tokens

We're wanting to integrate with Ellucian Ethos Integration, which uses BEARER authorization headers to authenticate. So far the only way I've found to do this in the TDX iPaaS leaves the token in plaintext, which means that anyone with access to ...

1 Answer

Christopher Myers Last activity on 4/1/2022 1:56:55 PM by Mark Sayers

Middle Name - People

I have found another question from 7 years ago on this same subject and wanted to follow-up to see if there have been any changes since then.
We would like to be able to include Middle Name in the Display Name on a ticket on a user by user b...

1 Answer

Jordan Van Pelt Last activity on 4/1/2022 11:56:01 AM by Mark Sayers

CardWall question

Hi,
Some card wall questions.
In the card-wall is there a way to make a parent/roll up task and assign it sub-tasks so that the sub-tasks can be assigned to different people [the current sub-tasks on a task do not allow you to assign tha...

1 Answer

David Marcinkowski Last activity on 4/1/2022 11:30:20 AM by Mark Sayers

A change in handling of required attributes with defaults

We have an attribute that is set to "Editable and Required" for TDNext. We also have a default dropdown selection set with the default enabled option selected. When filling out the form in TDNext we see the default show up in the form but the a...

1 Answer

Danee Gunka Schwartz Last activity on 3/31/2022 2:49:46 PM by Danee Gunka Schwartz

Desktop Organization Options - Custom Reports and Widget Filters

TDNext Question: As someone who has access to and processes tickets/service requests in two different applications, I've been looking for a way to unify information about tickets/tasks to which I'm assigned and actively engaged with. So far, the ...

1 Answer

Matt Voegeli Last activity on 3/31/2022 3:01:27 PM by Mark Sayers

Webmethod to Re-assign a Workflow - 2022

Hi, I know Tevis Boulware asked a similar in a question back in 2022 but I thought I'd see if there's been an update since then: Is it possible with a web method in an active ticket workflow to remove the currently assigned workflow a...

1 Answer

Erin Tramble Last activity on 3/30/2022 10:43:48 AM by Mark Sayers

Update Test field using PATCH web service

I know I can update a single field using a PATCH call and use the operator "Replace". Is there a way to append text onto the end of existing text in a text field?
I have a workflow with several web services that are making child tickets under...

1 Answer

Nathaniel Obee Last activity on 3/29/2022 4:45:00 PM by Mark Sayers

Adding arguments to URL string for new ticket form

Right now, if I type in a URL like this:
https://mydomain.teamdynamix.com/TDClient/30/Portal/Requests/TicketRequests/NewForm?ID=czv4Fxr7fgI_&RequestorType=Service
It takes me to a new ticket form for a specific Service, which is prett...

1 Answer

Sean McCoy Last activity on 3/29/2022 11:49:10 AM by Mark Sayers

MS Teams & TDX

One of our TDX users wanted me to ask if the following would be possible to do using MS Teams & TDX.
1) User enters a date in a date field
2) On submit, TDX sends the value of the date field and the link to the ticket to Teams. Teams t...

1 Answer

Ann Edvaldsson Last activity on 3/29/2022 11:13:35 AM by Mark Sayers

In iPaaS, can we return a table of data from a flow to a form and update elements on the form based on table data?

We are wondering if we can return a table of data form an iPaaS flow to a form, and then, based on different cells in the table, set different conditions? What we're thinking through is how to have a few different data items be returned to a form...

1 Answer

Jason Pelletier Last activity on 3/28/2022 3:38:11 PM by Mark Sayers

Ticket 20000000

Similar to this question and this question , who got ticket 20000000?
(I wanted to wait until 100000000 but I don't think I'll make it.)

1 Answer

Greg Van De Mark Last activity on 3/28/2022 2:54:37 PM by Mark Sayers

How to find images for KB articles?

When adding images to KB articles, we always select the option to upload them to the server. How do I navigate and see those images? I'd prefer to avoid duplicating them.

1 Answer

Becky Klein Last activity on 3/28/2022 11:58:55 AM by Mark Sayers

Adding a User as a project resource.

I have a person who is reporting that there are two people he would like to add as resources but are unable to find them to add them. I don't see anything that would prevent them from being found to be added, but I would like to review KB article...

1 Answer

Mathew Chandler Last activity on 3/28/2022 11:49:21 AM by Mark Sayers

How to provide a link to a client's ticket for their reference

Is there a way to display a client portal link to a ticket that you're viewing in TDNext?
One of my colleagues said, "I was in TDNEXT and I grabbed a link to a ticket and pasted it into an e-mail for reference for a client. When the client...

2 Answers

Mike Schuster Last activity on 4/6/2022 12:42:57 PM by Jonathan Kewley

Sending workflow email notifications ".. #" of days prior to expiration of a form attribute

Is there a way in TD to send workflow notifications a specified number of days prior to a set expiration date that will be pulled from a form?

Example, send notification to a group 45, 30, and 15 days to expiration.

2 Answers

Hermandez Wynn Last activity on 3/25/2022 10:22:42 AM by Hermandez Wynn

iPaaS form link questions

Hello,

yesterday in the iPaaS webinar, it was mentioned you can send people iPaaS form links or put them on webpages, etc.... Where does one get the form link from? I know how to email it via a flow, but how can I get the static link? I...

1 Answer

David Mitchell Last activity on 3/24/2022 1:02:20 PM by Mark Sayers

TeamDynamix Authentication and Authorizartion

I've used the .net c# utility to import people into TeamDynamix, but now my process is going to move to a linux environment, so I need a different way of getting this to work. How can that be done? In the c# project, the import is accomplished ...

1 Answer

Kirk McCoskey Last activity on 3/9/2022 2:19:50 PM by Kirk McCoskey

Update Locks on Tickets/Tasks

I am a huge fan of being able to see who is viewing/editing/updating a ticket. This feature is great when I remember to look at this. Is there a way to "lock" the ticket during updates, so that no other users can edit/update the ticket? I have ha...

1 Answer

Triston Martin Last activity on 3/24/2022 9:51:39 AM by Mark Sayers

Storage Limit on Briefcases

How much storage is allowed for briefcase files and folders in TDX PPM?

1 Answer

Derrick Hargrove Last activity on 3/23/2022 10:43:15 AM by Mark Sayers

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